ActiveCampaign experts · Charlotte, NC · Since 2009
ActiveCampaign consultant Charlotte: every lead answered in minutes.
The business that answers first usually wins the job. Overtop Media Digital Marketing sets up and runs ActiveCampaign automations, reminders, pipelines, email and text for service businesses, practices and franchises, so no inquiry waits for a callback and no customer is forgotten.
- 180,000+customers run their marketing on ActiveCampaign
- 120B+customer experiences ActiveCampaign orchestrated in 2025
- 1,000+apps connect to ActiveCampaign
- Since 2009growing businesses from our Charlotte office
The short answer
Who should run your ActiveCampaign?
A team that measures booked jobs and signed clients, not opens, and builds every automation around how your customers decide.
ActiveCampaign is one of the deepest automation platforms a small or mid-size business can run: branching sequences, lead scoring, a sales pipeline, two-way texting and email in one account. Most accounts we see use a fraction of it. Overtop Media Digital Marketing has its ActiveCampaign experts build the follow-up your business needs, as part of our email marketing services, and plan it with your Google Ads and Meta ads so the leads you pay for turn into customers.
Hero figures: ActiveCampaign, about the company (customers; experiences orchestrated in 2025); ActiveCampaign, apps and integrations. Read October 2026.
- Built around your leadsFollow-up, reminders and nurture written for how your customers decide, from the first form to the signed job or booked visit.
- One plan with your adsA Google Partner that runs your Google, Meta and Microsoft ads too, so every lead they bring in gets answered the same way.
- A Charlotte office you can visit933 Louise Ave, in Elizabeth. Local practices get local people; national brands and franchises get the same team.
The first reply wins the customer.
People who fill in a form are usually comparing you with two or three others. The business that replies first, and keeps following up, is the one they book. This is the sequence we build first.
- 0 min TriggerA form, call or quote request comes in
- 1 min Text and emailText and email reply, with one next step
- 5 min CRM taskTask for your team to call
- Day 1 to 10 SequenceSpaced follow-ups for anyone who goes quiet
- Booked GoalSequence stops, onboarding starts
- 87%of new leads responded within 24 hours at a multi-location orthodontic groupRead the story about Southern Orthodontic Partners
- 17%of quote requests became customers at a portable storage franchiseRead the story about Go Mini’s
- 6%of leads that had gone quiet came back after automated follow-upsSee how Southern Orthodontic Partners recaptured leads
- 100%increase in open rates at a law firm after tagging every contact by interestRead the story about Parrish Law
Results as published by ActiveCampaign in its customer stories, reported by each business; results for other businesses will differ. The timeline is an example; we set the timing for your business.
One account for every follow-up.
ActiveCampaign keeps each contact’s forms, visits, emails, texts and deals on one record, and its automation builder can branch on any of it. We decide what goes by email, what earns a text, and when a person should pick up the phone.
- EmailCampaigns, newsletters and automated sequences, with content that changes for each reader.
- Text messagesTwo-way SMS with an inbox, keyword sign-ups and replies, and automations that reach 180+ countries.
- WhatsAppBroadcast and automated WhatsApp messages with a shared team inbox, on their own plans.
- Sales CRMPipelines, deal stages, tasks, lead scoring and win probability, on the Pipelines add-on.
- Forms and landing pagesSign-up forms and landing pages that tag each contact the moment they join.
- Active IntelligenceActiveCampaign’s AI for campaign drafts, segment ideas and plain-language reporting.
Channel and plan details from ActiveCampaign, marketing automation, ActiveCampaign, SMS marketing and ActiveCampaign, plans, October 2026.
What a well-run ActiveCampaign account does for your business.
Seven results our clients hire us for. Open each one to see how we get there and the evidence behind it.
Every new lead answered in minutes
Most service businesses lose leads in the gap between the form and the callback. We connect every source, from website forms to quote tools and ad lead forms, so a new inquiry gets a text and an email within a minute, a task for your team to call, and a follow-up sequence that stops as soon as they book.
An orthodontic group got 87% of new leads to respond within the first 24 hours with automated text and email, per an ActiveCampaign-published story.
Appointments, recalls and renewals on time
Six-month cleanings, annual reviews, renewals and seasonal service visits are revenue you already earned. We build reminders on the dates that matter to your business, with a text if the email is ignored and a task for your front desk if neither works.
Reminder flows check whether the appointment was made before sending the next message, so nobody is reminded about something they already booked.
Messages that match what people did
A visitor who looked at your pricing page three times needs a different email from someone who downloaded a guide. We build segments from page visits, form answers, purchases and email activity, so each person hears about the thing they actually care about.
A personal injury law firm doubled its open rates after moving to tagged forms and conditional newsletter content, per an ActiveCampaign-published story.
Two-way texting your team can keep up with
Texts get read fast, and people reply. We set up consent, quiet hours, keyword sign-ups and an inbox your team can answer from, then use automation for the routine questions and reminders so staff handle only the conversations that need a person.
A Chicago racket sports company answers 80% of customer questions by text automatically, per an ActiveCampaign-published story.
Sales time spent on the right leads
Not every lead is ready. Lead scoring adds points for the actions that signal intent, like a pricing page visit, a reply or a booked call, and moves hot leads to the top of your team’s list while the rest keep getting nurtured.
Lead scoring is part of ActiveCampaign’s Pipelines CRM add-on, so scores live on the same record as the deal.
A pipeline that shows every deal
Quotes, consultations and proposals move through stages you can see. We set up the pipeline, automate the hand-offs between stages and send the right email when a deal is won, lost or stalled, so nothing depends on someone remembering.
A portable storage franchise turns 17% of quote requests into customers with an automated follow-up sequence, per an ActiveCampaign-published story.
ActiveCampaign’s AI, with a person in charge
Active Intelligence can draft campaigns, suggest segments and answer questions about your results. Used carelessly, it sends more messages, not better ones. We use it where it saves time, review every customer-facing change, and keep your voice in every message.
An executive MBA program uses Active Intelligence for campaign analysis, subject line suggestions and full campaign drafts, per an ActiveCampaign-published story.
Business results are from the ActiveCampaign-published stories further down this page. Feature details from ActiveCampaign, sales CRM and ActiveCampaign’s plan page.
What are slow follow-ups costing you?
A quick sizing of the leads that never become customers today, and what automated follow-up could win back. It is a rough estimate, not a forecast; your free plan replaces it with your own numbers.
Leads a month that never become customers
96 leads
Winning back 6% of them is about 5.8 more customers and $8,640 a month.
Uses the 6% of lost leads an orthodontic group recaptured with automated follow-ups, per an ActiveCampaign-published story. Faster first replies usually add more on top of that.
Get your real numbersFranchises and multi-location brands
Build it once at headquarters. Every location sends it.
Most franchise owners are not marketers. ActiveCampaign’s franchise setup lets headquarters build templates and automations once and push them to every location’s own account, with each location’s name, address, phone and hours filled in. Owners add local news; the brand stays consistent.
- 100%of open clubs adopted it at an indoor pickleball franchise
- 114locations supported by a corporate marketing team of six
- 200%more tournament sign-ups at one club after two targeted campaigns
Read the Pickleball Kingdom ActiveCampaign story and the Go Mini’s quote follow-up story to see how.
Franchise features from ActiveCampaign for franchises and multi-location brands, October 2026. Results as published by ActiveCampaign, reported by each company.
Why a switched-on account leaves leads behind.
ActiveCampaign comes with a library of ready-made automation recipes. Turning a few on is a fine start and a costly place to stop.
A switched-on account
- One newsletter to the whole list
- Leads wait for a callback
- Automation recipes switched on and left
- CRM stages nobody updates
- Texts sent without a consent plan
- Opens reported as success
Run by OVERTOP
- Segments and tags from what each person did
- A reply in minutes and a follow-up sequence
- Sequences written for your services and sales cycle
- Pipeline hand-offs and tasks that run themselves
- Opt-in, quiet hours and opt-out set up first
- Booked jobs, signed clients and revenue reported
In the inbox, and measured in customers.
Since February 2024, Google requires senders of more than 5,000 messages a day to its users to authenticate their domain with SPF, DKIM and DMARC, offer one-click unsubscribe and keep reported spam below 0.3%. We set this up for every client, whatever their size, because it decides whether your follow-up is seen at all.
- Domain authentication, list cleaning and a sending pattern that keeps you out of spam.
- Response time, booked appointments and signed clients tracked, not just opens, which mail privacy features inflate.
- Deal outcomes sent back to your ad platforms, so Google and Meta learn which leads became customers.
- A monthly report in plain language, with what we changed and why.
Sender requirements from Google, email sender guidelines.
Is ActiveCampaign the right platform for you?
Often yes for service businesses, not always. We recommend the platform that fits your business, even when it is not the one you are on.
ActiveCampaign is a strong fit when
- Leads need fast, persistent follow-up by email and text
- You sell services, appointments, programs or memberships
- You want automation and a light CRM in one account
- You run several locations or franchises from one headquarters
We may recommend another platform when
- A large online store needs deep product and revenue automation
- Sales and service teams need a full CRM with service desks
- You only send a simple newsletter and want the easiest tool
- Your current platform works and switching would cost more than it saves
Comparing platforms? Our email marketing guide compares the main ones, and we also run Mailchimp, HubSpot, Klaviyo, Constant Contact and Omnisend. The FAQ below covers the common questions.
One team for every channel.
Follow-up works best when the same team runs the ads that bring the leads in. Here is where ActiveCampaign fits.
- Ads bring in leads Google, Meta and Microsoft ads reach people searching for what you do.
- Your website captures them Fast pages, clear forms and booking tools turn visits into inquiries.
- ActiveCampaign works here ActiveCampaign follows up Replies, reminders, nurture and pipeline tasks, automatically.
- Results flow back Booked jobs and signed clients go back to your ad platforms.
Google Ads
Search ads catch people looking for your service today, and every lead goes straight into your ActiveCampaign follow-up.
Meta ads
Facebook and Instagram lead forms and ads fill the list, and booked customers flow back so Meta finds more like them.
Microsoft Ads
Bing and Microsoft search catch the people Google Ads misses, and their leads join the same follow-up.
Email marketing services
Newsletters, campaigns and design across every platform we run, with the same reporting.
What ActiveCampaign has done for businesses like yours.
These results were published by ActiveCampaign about other businesses, not OVERTOP clients. Each story shows what the business did and how we would run the same play for you.
-
Southern Orthodontic Partners
Read the story -
Parrish Law
Read the story -
Go Mini’s
Read the story -
Pickleball Kingdom
Read the story -
myMDadvocate
Read the story -
University at Albany MBA for Executives
Read the story -
Toss and Spin
Read the story -
Frank and Sherri
Read the story
How we run your ActiveCampaign.
No packages and no copied recipes. Every client gets a plan built around their own leads and sales cycle, and the order below never changes.
Who we work with
- Law firms
- Dental, orthodontic and medical practices
- Home services and contractors
- Franchises and multi-location brands
- Gyms, studios and sports clubs
- Schools, colleges and training programs
- Financial advisors and insurance agencies
- Real estate teams
- Coaches, consultants and course creators
- B2B service companies
We map your lead flow
Every way a customer reaches you, how fast each gets answered today, and where leads go quiet. If you are not on ActiveCampaign yet, we check whether it fits before you switch.
We fix data and delivery first
Forms, booking and CRM connections, consent for email and text, and domain authentication (SPF, DKIM and DMARC) before we send more.
We build the follow-up
Instant replies, follow-up sequences, reminders, nurture and pipeline automations, written for your services and tested from the first week.
We run the calendar
Newsletters, seasonal offers and reactivation campaigns planned months ahead, sent to the segments most likely to act.
You see what it earned
A plain-language monthly report on response time, booked jobs, signed clients and revenue, with the reasoning behind every change.
Charlotte first. Nationwide too.
Our office is at 933 Louise Ave in Charlotte. We run ActiveCampaign for law firms, practices, home services and franchises in Concord, Huntersville, Matthews, Gastonia, Rock Hill and Mooresville and the rest of the Charlotte region, and for businesses across the United States. Local or national, you work with the same team.
More results from Google, Meta, Microsoft and the email platforms we run are on our success stories page, grouped by industry.
How we think about winning leads, in writing.
- Better leads from Google AdsHow sending CRM results back to Google raises lead quality, the step after fast follow-up.Read the guide ›
- Franchise local marketingHow multi-unit brands win locally, the traffic every location’s automations then convert.Read the guide ›
- Law firm SEOPractice area pages that bring in the cases your intake sequences follow up on.Read the guide ›
- Dental patient acquisitionWinning new patient searches, then keeping those patients with recalls and reminders.Read the guide ›
Questions about ActiveCampaign.
What does an ActiveCampaign consultant do?
We set up and run the whole account: connections to your forms, booking system and CRM, lead follow-up automations, reminders, segments, newsletters, text messaging, pipelines, deliverability and reporting. You approve the plan and the big decisions; we do the building, writing, testing and monthly improvement.
Is ActiveCampaign good for service businesses?
Yes. It is built around automation and contact history rather than store data, which suits businesses that sell appointments, projects, programs or memberships. Law firms, dental and medical practices, home services, franchises and schools use it to answer leads fast, remind clients and keep in touch between jobs.
ActiveCampaign or Mailchimp?
Mailchimp is simpler and suits newsletters and online stores with straightforward needs. ActiveCampaign goes deeper on automation: multi-step branching sequences, lead scoring, a sales pipeline and two-way texting in one account. If leads need follow-up rather than a monthly newsletter, ActiveCampaign is usually the better fit.
ActiveCampaign or HubSpot?
HubSpot is a full CRM platform with sales, service and content tools, and suits larger teams that will use all of it. ActiveCampaign covers automation, email, text and a lighter CRM in one account, which many small and mid-size service businesses find easier to run. We recommend the one your team will actually use.
How much does ActiveCampaign cost?
ActiveCampaign has four email marketing plans: Starter, Plus, Pro and Enterprise. Price depends on your number of contacts and the plan; text messaging and the Pipelines CRM, which includes lead scoring, are add-ons, and WhatsApp has its own plans. There is a 14-day free trial. You pay ActiveCampaign directly and the account stays in your name. Our work is quoted separately once we understand your business.
Can you move us to ActiveCampaign from another platform?
Yes. We move contacts with their consent records and tags, rebuild your automations and templates, connect your forms and systems, and authenticate your sending domain so inbox placement does not drop. ActiveCampaign says it includes free migration help with every plan, and we manage the plan and the testing around it.
Does ActiveCampaign include a CRM?
Yes, as an add-on. The Pipelines CRM adds deal stages, tasks, lead scoring and win probability to the same contact records your automations use. The Enterprise plan also connects to outside CRMs such as Salesforce or Microsoft Dynamics if your sales team already works there.
Can ActiveCampaign send text messages?
Yes. SMS is an add-on with two-way messaging, an inbox, keyword sign-ups and automations that reach 180+ countries. Texting needs clear, separate consent, quiet hours and an easy way to opt out; we set those rules up from the start so the program stays compliant as it grows.
Does ActiveCampaign work for franchises?
Yes. ActiveCampaign’s franchise setup gives headquarters one central account that pushes templates and automations to each location’s own account, with each location’s name, address, phone and hours filled in automatically. Several stories on this page are franchise and multi-location brands.
How fast will we see results?
Lead follow-up starts working the day it goes live, because new inquiries arrive every day. Most businesses see faster responses and more booked appointments within weeks. Segments, nurture sequences and newsletter testing compound over the following months.
Who owns the ActiveCampaign account and our data?
You do. The account, the contacts, the automations and the templates stay in your name. We work inside your account with our own logins, and if we ever part ways, everything stays with you.
Do you only work with Charlotte businesses?
No. Our office is in Charlotte and we know the Charlotte metro market well, but Overtop Media Digital Marketing runs ActiveCampaign for businesses across the United States. Local or national, you work with the same team you meet on the first call.
Plan details: ActiveCampaign, plans, October 2026. ActiveCampaign is a trademark of ActiveCampaign, LLC. Overtop Media Digital Marketing is an independent agency and is not affiliated with ActiveCampaign.
Get every lead followed up with ActiveCampaign.
Tell us how leads reach you today. We will show you where they go quiet, what automated follow-up would win back, and what it would take.