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Orbit Growth Marketing Engine
Orbit is LeanSummits’ enterprise AI-powered Growth Marketing Operating System, unifying acquisition, ABM, demand generation, customer engagement, conversion, retention and expansion across AEO, SEO, PPC, social, brand and multichannel programs through intelligent orchestration, insights, AI agents and human oversight.
The Revenue Growth Operating System for Modern Organizations
The ten agents are grouped by the market segment they serve, and coloured by the kind of work they do. Green is action and conversion, orange is optimisation and search, purple is research and content, blue is the channels your buyers already use.
Customer Growth & Retention
B2C Performance Marketing
B2B Demand Generation
Convert
FirstVoice AI Callback Agent
Reply in seconds. Convert more leads. Grow your business.
Where Do Teams Use FirstVoice?
Paid Lead Conversion
Engage expensive paid-media leads immediately.
High-Value Sales Leads
Qualify and live-transfer ready buyers to sales.
After-Hours Coverage
Capture leads when your sales team is unavailable.
How Does FirstVoice Work?
Configure opt-in
Add compliant call consent to your lead forms.
Configure agent
Set scripts, qualification rules, routing, and voice.
Capture lead
FirstVoice receives the opted-in lead instantly.
Place call
The AI agent calls the prospect within seconds.
Qualify & convert
Answer questions, qualify, schedule, or close.
Transfer & sync
Live-transfer qualified leads and update your CRM.
What Does FirstVoice Do?
Respond Instantly
Call new leads while purchase intent is highest.
Qualify Automatically
Ask key questions and identify sales-ready prospects.
Convert More Leads
Transfer, schedule, or close without unnecessary delay.
Extend Sales Coverage
Engage leads 24/7 without adding sales headcount.
Convert
FunnelBuilder Sales Funnel Service
Build a conversion-focused funnel with implementation and handoff included.
Where Do Teams Use FunnelBuilder?
Paid Campaign Conversion
Turn ad traffic into qualified booked meetings with less lead leakage.
High-Consideration Sales
Pre-qualify prospects before sales calls so teams spend time on stronger opportunities.
Meeting Show-Rate Improvement
Automate confirmation, reminders, and follow-up to reduce no-shows and lost opportunities.
How Does FunnelBuilder Work?
Define the conversion goal
Set the target action, ideal prospect, qualification criteria, and meeting outcome.
Build the funnel experience
Create landing pages, forms, qualification steps, offers, and conversion paths.
Configure pre-qualification
Use prospect responses to qualify, segment, or route visitors before scheduling.
Automate meeting scheduling
Connect calendars and allow qualified prospects to book the appropriate meeting instantly.
Run reminders & follow-up
Automate confirmations, reminders, no-show recovery, and post-meeting follow-up.
Optimize conversion performance
Track funnel progression, qualification, bookings, and show rates to continuously improve results.
What Does FunnelBuilder Do?
Convert More Visitors
Guide prospects through a structured journey designed to increase conversion.
Pre-Qualify Prospects
Capture key information and identify fit before a meeting is booked.
Increase Meeting Participation
Use confirmations, reminders, and follow-up automation to improve show rates.
Automate the Funnel
Connect forms, qualification, scheduling, reminders, and follow-up into one workflow.
Optimise
Rank My Term
Analyze any keyword and get a clear SEO opportunity score, competitor insights, and an execution-ready roadmap for ranking.
Where Do Teams Use Rank My Term?
Keyword Prioritization
Compare opportunities and decide which keywords deserve content resources first.
New Content Planning
Generate direction for a new page, including format, topics to cover, angle, and recommended structure.
Competitor Analysis
Understand what currently ranking pages are doing well and where there are gaps to beat them.
SEO Execution Planning
Turn keyword research into a roadmap for content, internal linking, authority building, and measurement.
How Does Rank My Term Work?
Enter A Keyword
Submit the term you want to rank for.
Analyze The Search Landscape
Review current ranking results, search intent, competitor content, and authority signals.
Score The Opportunity
See how realistic the keyword is based on competition, content depth, backlinks, and ranking difficulty.
Generate The Roadmap
Get a practical action plan covering what to build, what to optimize, what links are needed, and how to measure success.
What Does Rank My Term Do?
Know If A Keyword Is Worth Targeting
Quickly understand whether a keyword is a good opportunity or too competitive before investing time into content.
Replace Manual SEO Research
Review the current search results, competitor pages, content patterns, and authority signals in one flow.
Get A Clear Ranking Roadmap
Instead of just showing data, get practical next steps with priorities, owners, and actions.
Make Faster SEO Decisions
Decide what to create, what to improve, and how much effort a keyword will need.
Optimise
MixPilot
Compare channel investments and turn assumptions into an actionable plan.
Where Do Teams Use MixPilot?
Annual Marketing Planning
Allocate next year's marketing budget across channels based on performance and growth targets.
Budget Reallocation
Identify underperforming spend and shift investment toward higher-potential channels.
Growth Scenario Planning
Model how marketing investment should change to support different revenue growth targets.
How Does MixPilot Work?
Identify competitors
Define your market and identify relevant competitors for benchmarking.
Build competitive benchmarks
Estimate competitor channel mix, marketing activity, and relative spend profiles.
Import performance data
Bring in historical channel spend, leads, conversions, revenue, and marketing performance.
Set budget & growth targets
Enter the new marketing budget and desired revenue or growth objective.
Model & prioritize channels
MixPilot evaluates historical performance, competitive signals, channel potential, and diminishing returns.
Recommend the optimal mix
Receive prioritized channel allocations showing where to invest, maintain, reduce, or test spend.
What Does MixPilot Do?
Benchmark Your Marketing Mix
Identify key competitors and understand how they allocate marketing investment.
Optimize Budget Allocation
Determine where incremental marketing dollars should be invested across channels.
Prioritize High-Impact Channels
Rank channels based on historical performance, opportunity, and expected contribution to growth.
Connect Spend to Growth Goals
Build marketing allocations around your available budget and planned revenue growth.
Research & content
GeoPulse AI Visibility Agent
Track, measure, and improve how AI engines find, cite, and recommend your brand.
Where Do Teams Use GeoPulse?
Brand Visibility Audits
Understand exactly where your brand is missing, misrepresented, or absent from AI-generated answers.
Competitor Benchmarking
See how you stack up against named competitors, engine by engine, query by query.
Content Strategy & Briefs
Turn every visibility gap into a prioritized, AI-query-mapped content brief your team can act on immediately.
Ongoing Monitoring
Track visibility trends over time and get notified the moment something changes - a competitor citation, a score drop, a new opportunity.
How Does GeoPulse Work?
Set up your scan
Enter your domain, keyword set, competitors, and target market.
Run the visibility scan
GeoPulse queries ChatGPT, Claude, Gemini, and AI Overviews across your full prompt set.
Review your readout
See your visibility score, citation share, competitor gap, and content opportunities in one view.
Act and monitor
Assign briefs to writers, schedule recurring reports, and track trends over time.
What Does GeoPulse Do?
See Where You Stand
Get a clear visibility score across ChatGPT, Claude, Gemini, and AI Overviews - benchmarked against named competitors, not guesswork.
Close the Content Gap
Every missed citation becomes a ready-to-assign content brief, mapped to the exact AI queries you're losing.
Stay Ahead of Competitors
Track competitor citation share over time and get alerted the moment they gain ground on a tracked prompt.
Supported End to End
Implementation, keyword/competitor setup, and ongoing monitoring are included, not a one-time report you're left to interpret alone.
Research & content
MetaLift Research and Creative Agent
Research competitors, build a practical Meta strategy, create brand-aligned ads, and review campaign performance in one workspace.
Where Do Teams Use MetaLift?
Competitor creative research
Find relevant Meta advertisers and review creative formats, messaging, and longevity signals.
Campaign planning
Build an actionable strategy covering audiences, budgets, structure, placements, and testing.
Creative production
Create promotional, pain-point, and testimonial ads using your brand and product visuals.
Campaign performance review
Analyze exported Meta campaign data and identify opportunities to improve results.
How Does MetaLift Work?
Add your business
Enter your website, target audience, budget, competitors, and review sources.
Review your strategy
Examine competitor insights, audience recommendations, campaign structure, and creative opportunities.
Create and prepare
Approve creative directions, generate image or video assets, and complete the launch checklist.
Upload and improve
Export the recommended metrics from Meta Ads Manager, upload the CSV, and receive performance recommendations.
What Does MetaLift Do?
Research Faster
Analyze your market, customer reviews, competitors, and active creative patterns.
Build Smarter Strategies
Get specific recommendations for objectives, audiences, budgets, placements, and creative tests.
Create Better Ads
Develop brand-aligned image creatives and 20-25 second video concepts based on research.
Improve Performance
Review campaign data, identify problems, and receive prioritized recommendations.
Channels
Connect Automated LinkedIn Outreach
Build targeted relationships with a repeatable outreach operation.
Where Do Teams Use Connect?
Enterprise Account Prospecting
Build pipeline across targeted accounts, industries, and buying personas.
New Market Expansion
Quickly reach ICPs in new verticals, geographies, or customer segments.
SDR Pipeline Acceleration
Generate engaged MQLs and give SDRs enriched contacts ready for follow-up.
How Does Connect Work?
Define your ICP
Set industries, company size, titles, geographies, and target accounts.
Source & enrich prospects
Connect builds the audience and adds available contact information.
Configure campaigns
Set messaging, sequences, campaign rules, and human handoff criteria.
Launch LinkedIn outreach
Automatically connect and engage prospects across simultaneous campaigns.
Escalate conversations
Promising responses move to a human for personalized engagement.
Push qualified leads to CRM
Advanced conversations and enriched contacts flow into your CRM for SQL management.
What Does Connect Do?
Reach the Right ICPs
Source and target decision-makers that match your ideal customer profile.
Scale LinkedIn Outreach
Run multiple automated campaigns simultaneously without adding SDR workload.
Enrich Every Prospect
Add email, phone, and contact data for coordinated multi-channel follow-up.
Turn Engagement into Pipeline
Escalate promising conversations to humans and push qualified leads into your CRM.
Channels
ReachMail AI Cold Email Agent
Create targeted cold-email campaigns that earn replies.
Where Do Teams Use ReachMail?
ICP Intent Discovery
Reach large ICP audiences and identify prospects with a current business need.
New Market Penetration
Test new industries, personas, offers, or geographies rapidly at scale.
Pre-MQL Pipeline Generation
Surface engaged prospects for SDR, ABM, or multi-channel sales follow-up.
How Does ReachMail Work?
Define ICP & audience
Set target industries, companies, personas, geographies, and campaign objectives.
Source & prepare contacts
Build targeted prospect lists and prepare contact data for outreach.
Configure compliance & sending
Set sending domains, mailboxes, campaign rules, suppression, and opt-out processes.
Create AI-assisted messaging
Human experts develop the core copy while AI personalizes emails for each prospect.
Launch & identify intent
Reach prospects at scale and detect replies, interest, and positive buying signals.
Route engaged prospects
Move high-intent contacts into SDR, CRM, or other Orbit agents for further conversion.
What Does ReachMail Do?
Discover Buyer Intent
Identify cold prospects showing an active need for your solution.
Scale Personalized Outreach
Use AI to create relevant, unique emails across large prospect audiences.
Maximize Deliverability
Optimize sending infrastructure and campaign execution to improve inbox placement.
Combine AI + Human Expertise
Pair AI personalization with human-crafted messaging and campaign optimization.
Channels
NurtureMail AI Warm Email Agent
Turn recurring customer communication into a managed growth workflow.
Where Do Teams Use NurtureMail?
Lead Nurture & Remarketing
Re-engage warm prospects who visited, inquired, downloaded, or showed prior interest.
Lifecycle Drip Campaigns
Move prospects through automated multi-step journeys based on timing and behavior.
Revenue Re-Engagement
Reactivate dormant leads, past opportunities, and customer lists with targeted offers.
How Does NurtureMail Work?
Capture & manage opt-in
Collect compliant email consent and organize opted-in audiences by source and segment.
Connect audience & signals
Sync CRM, website, form, and engagement data to understand prospect behavior.
Configure nurture journeys
Define segments, campaign goals, triggers, timing, and conversion paths.
Create AI-assisted content
Human experts develop messaging while AI personalizes content for each audience.
Orchestrate campaigns
Automatically send the right email based on customer signals and workflow rules.
Convert & sync outcomes
Track engagement, identify high-intent prospects, and push qualified activity into CRM.
What Does NurtureMail Do?
Convert More Warm Leads
Nurture opted-in prospects with timely campaigns designed to move them toward action.
Automate Revenue Workflows
Trigger drip campaigns based on customer behavior, engagement, and lifecycle signals.
Personalize at Scale
Use AI to create relevant, rich, and differentiated email experiences for each prospect.
Combine AI + Human Expertise
Pair AI automation with human-crafted copy and ongoing campaign optimization.
Channels
TextPilot Conversational SMS Agent
Answer every message, qualify through conversation, and close the loop by SMS.
Where Do Teams Use TextPilot?
Lead Conversion & Follow-Up
Engage warm leads by SMS, qualify interest, and move them toward booking or purchase.
Transactional Sales Conversations
Handle structured sales journeys where pricing, eligibility, or next steps can be determined through conversation.
Human-Assisted Escalation
Detect high-value or complex conversations and immediately connect the customer with a live salesperson.
How Does TextPilot Work?
Configure consent & audience
Set SMS opt-in requirements, eligible audiences, suppression rules, and campaign triggers.
Connect knowledge & business rules
Load approved content, FAQs, pricing logic, qualification criteria, and transaction rules.
Start the SMS conversation
TextPilot initiates or responds to an opted-in customer conversation.
Understand & guide
The agent uses conversation context and connected knowledge to answer questions, qualify needs, and determine next steps.
Convert or escalate
TextPilot can complete configured transactions, schedule the next action, or trigger a live human call when needed.
Sync the outcome
Conversation history, qualification data, transaction status, and handoff details are pushed into CRM or downstream workflows.
What Does TextPilot Do?
Engage Customers Instantly
Start two-way SMS conversations in a channel customers already use.
Qualify Through Conversation
Ask questions, understand intent, and guide prospects based on real-time responses.
Complete Transactions by SMS
Use business rules, connected knowledge, and workflows to move eligible conversations through to conversion.
Escalate to a Human When Needed
When a conversation becomes complex or high-value, transition the prospect into a live inbound call with a human agent.
Frequently Asked Questions
Orbit is Lean Summits' catalogue of AI marketing agents. Each agent does one job - scoring a keyword, planning a budget, running LinkedIn outreach, answering an SMS - and you activate the ones you need rather than buying a suite.
Ten agents are listed here: FirstVoice, FunnelBuilder, Rank My Term, MixPilot, GeoPulse, MetaLift, Connect, ReachMail, NurtureMail, TextPilot. They are grouped by the market segment they serve, and coloured by the kind of work they do - conversion, optimisation, research and content, and channels.
Rank My Term scores a keyword for whether it is worth targeting and returns a ranking roadmap. GeoPulse covers the same question for AI answer engines, tracking how they find, cite and recommend your brand.
MixPilot. It benchmarks your marketing mix against competitors, imports your performance data, and models channels against budget and growth targets to recommend an allocation.
Yes, across four channels. Connect runs LinkedIn outreach, ReachMail runs cold email, NurtureMail runs lifecycle and re-engagement email, and TextPilot holds two-way SMS conversations. FirstVoice calls an inbound lead back within seconds of capture.
No. Every agent on this page is something you activate and run yourself. Some agents also have a managed option where our team operates them for you; that is arranged separately and is not required to start.
It varies by agent, and each one's steps are listed on this page. Outreach agents need an ICP definition and a compliant contact source; SEO and visibility agents need only a keyword or a domain; conversation agents need consent configuration and your business rules.
Start With the One Agent You Need
Tell us the problem you are trying to solve and we will point you at the agent that fits, or tell you plainly if none of them does.