Managed Services

Beyond leads. The full operational stack.

Lead generation is our core product. These nine services are the machinery around it — the operations, data, messaging, media, systems and integrations we run internally, offered to the brands we supply.

GDPR & FCA-aware delivery Run by acquisition operators One accountable team
Where are you stuck?

The stack

Nine services. One operator.

Each service stands alone — together they form the acquisition machinery we run for financial brands.

Outsourced contact-centre and back-office teams that plug directly into your acquisition funnel — lead qualification, appointment setting, customer service and claims processing, run under Connexis QA.

  • UK-hours qualification & appointment desks
  • Script design, QA scoring and call recording
  • CRM-native dispositioning and handoffs
  • Per-seat or per-outcome commercial models
Best fit when

You're generating enquiries but losing them between first contact and a booked appointment.

Engagement

From 2 seats · monthly rolling

GDPR-audited consumer and business datasets, suppression washing, enrichment and custom audience builds — sourced, scored and delivered ready for campaign use.

  • GDPR-audited sourcing with consent trails
  • TPS / CTPS suppression washing
  • Enrichment, scoring & de-duplication
  • Custom audience builds by sector & geography
Best fit when

You have the sales capacity but no compliant data to feed it.

Engagement

Per-record or licensed · volume pricing

Fully-managed SMS and email infrastructure — sender reputation, deliverability engineering, compliance-scripted copy and journey automation, reported per campaign.

  • Managed sender reputation & deliverability
  • Compliance-scripted copy (FCA / GDPR aware)
  • Journey automation & re-engagement flows
  • Per-campaign delivery and conversion reporting
Best fit when

Your follow-up and nurture is leaking revenue between touchpoints.

Engagement

Per-message + management fee · monthly

High-conversion landing pages, funnels and brand sites — built by the team that runs acquisition for a living, so every page is engineered around a measurable conversion event.

  • Conversion-first landing pages & funnels
  • A/B testing & experimentation setup
  • Analytics, pixel and consent wiring
  • Fast, SEO-ready production builds
Best fit when

Traffic arrives but your pages don't convert it.

Engagement

Fixed-scope project · 2–6 weeks

Client portals, CRMs, billing engines and routing systems — the same class of infrastructure Connexis itself runs on, designed and built for your operation with ongoing SLAs.

  • Client portals & role-based dashboards
  • Billing, wallet & payout systems
  • API, webhook & integration layers
  • Ongoing SLAs, monitoring & iteration
Best fit when

You've outgrown spreadsheets and off-the-shelf CRMs.

Engagement

Scoped build + monthly SLA

Fully-managed Meta and Google campaigns with the creative baked in — ad concepts, copy and content production, run by the team that prices financial leads for a living.

  • Meta & Google campaign management
  • Ad creative, copy & content production
  • Landing page alignment & CRO
  • Transparent per-campaign P&L reporting
Best fit when

You want a managed acquisition engine — not another set of dashboards to learn.

Engagement

Ad spend + management fee · monthly

Your old CRM is a gold mine. We pull stale, aged and never-contacted records, wash them for compliance, and run a multi-channel reactivation campaign to convert dormant data into live, booked appointments.

  • Full database audit + TPS/CTPS suppression
  • Consent re-permissioning where required
  • Multi-touch SMS + email + AI voice sequences
  • Booked-appointment or per-conversion pricing
Best fit when

You've got 10k+ old records sitting unused in a CRM.

Engagement

Per-record + performance fee · 4-8 week sprints

Managed call-recording QA, script compliance scoring and evidence packs for FCA CONC, ICO, ICOBS and MCOB — the same review process Connexis runs on its own consumer brands, offered as a service.

  • Random-sample call QA scoring, weekly reports
  • Script + adviser compliance benchmarking
  • Consent audit + DSAR / SAR handling support
  • Regulator-ready evidence packs on demand
Best fit when

You're growing fast and your QA can't keep pace with volume.

Engagement

Fixed monthly · unlimited sample size

Native HubSpot, Salesforce, Pipedrive, GHL, Zoho and Zapier build-outs — lead ingestion, deal automation, task orchestration and reporting dashboards, engineered by the team that runs the Connexis routing fabric.

  • Native connector build + webhook fan-out
  • Pipeline, deal-stage and task automation
  • Reporting dashboards + attribution tracking
  • Handover, training and 30-day post-launch SLA
Best fit when

Leads land in your CRM but nothing happens next.

Engagement

Fixed-scope project · 1-3 weeks

How it works

Scoped like infrastructure, not agency retainers.

01

Scope call

A 30-minute call to map your operation, constraints and the outcome you're buying — not a sales pitch.

02

Fixed proposal

A written scope with fixed pricing, timelines and success measures. No open-ended billing.

03

Operate & report

We build or run the service under SLA, with the same per-campaign reporting our lead buyers get.

Start a conversation

Tell us where you're stuck.

Every engagement starts with a scope call — we'll tell you honestly whether a managed service, a system build, or simply buying leads is the right move for your stage.

Leads remain our core product

If acquisition volume is your bottleneck, start there — build a lead order in 60 seconds →

We reply within one business day. No newsletters, no spam.