// rundown — by SouthForge AI · for LeadConnector agencies
Client reports your clients actually read.
Rundown turns your CRM metrics into a friendly, plain-English monthly report — written by AI, branded as your agency. One click, then send.
Read-only access (contacts, opportunities, calendars). Your data stays yours — we never share it.
Not on LeadConnector yet, or want launch updates?
// the problem
Every month you have to prove your value or the client walks. Built-in platform reports are a wall of numbers clients don't understand — so you waste hours rewriting them by hand. Rundown does it for you.
// how it works
Three steps, then you're done.
- 01Connect
Connect your agency CRM with read-only access.
- 02Generate
AI writes the report from that client's real numbers.
- 03Send
White-labeled in your brand, client-ready.
// sample — what your client sees
Bottom line: May was your strongest month for booked appointments — up 18% from April, with ad spend holding steady.
Leads & pipeline
- 142 new leads entered the CRM (up 12%)
- 89 moved to a booked call or visit — your best conversion rate this quarter
- Most leads still come from Google Ads; Facebook retargeting added 23 qualified contacts
What we did
- Refreshed landing page copy for the whitening promo
- Tightened follow-up automations so fewer leads went cold after 48 hours
Numbers sourced from your connected account · Written in plain English · Ready to send
// get started
Connect your account and send your first report.
Connect LeadConnector with read-only access — or join the list for launch updates.
Prefer email updates?
Read-only access. Your data stays yours — we never share it.
// FAQ
- Does it work with my account?
- Rundown connects to your agency CRM with read-only access. If you can pull client metrics today, we can turn them into a report.
- Is my data safe?
- Read-only access. Your data stays yours — we never sell it or share it with other agencies. You approve every report before it goes to a client.
- Can I customize the report?
- Yes — reports ship in your agency branding with plain-English summaries you can edit before sending.