01
CRMPipeline · Setter/Closer
02
AFFILIATESLevels · EOD Reports
03
PAID ADSMulti-Touch Attribution
04
FUNNELSConversion · Drop-off
05
COMMISSIONSMulti-Role Payouts
06
CSMFlags · Guarantees

Six tools.
One source
of truth.

The operations layer for LeadGen-driven coaching businesses, threaded end-to-end by a Universal Lead-ID.

The same lead.
Six different truths.

One lead.

Six fragments.

REGYVA · CHAPTER 02
1 LEAD · SARAH MEIER·6 SHADOWS

One lead.

CRM
STAGE:PROPOSAL SENT
VALUE:$4,800
OWNER:M.SCHULZ
AFFILIATES
REF:ANON-REF-2847
COMMISSION:PENDING
LEVEL:TIER 2
PAID ADS
CAMPAIGN:FALL-Q4-LOOKALIKE
COST:$34.20
TOUCH:LAST-CLICK
FUNNELS
STEP:4 OF 6
DROPOFF:VSL @ 8:32
REVISIT:3×
COMMISSIONS
PAYOUT:NOT TRIGGERED
ATTRIBUTION:UNCLEAR
FLAG:REVIEW
CSM
STATUS:NOT ENROLLED
CALLS:0
FEEDBACK:NONE

Six fragments.

The same lead. Six different truths.

1 SOURCE · 6 VERSIONS · 0 LINKS
SECTION 02 · STATUS UNRESOLVED
From click to close.
Same ID.

Threadedby ID.

01
Module
CRM & Sales
PipelineSales repsCost/call
02
Module
Affiliate Dashboard
LevelsEOD reportsSocial
03
Module
Funnel Tracking
Drop-offsA/B testingAnalytics
04
Module
Commission Tracking
Multi-rolePayoutsContracts
05
Module
Customer Success
FlagsGuaranteesCourses
06
Module
Support & AI Bot
24/7 assistantTicketsFeedback
+ ADD-ON · OUTLIER
Paid Ads
Multi-touchCAPI
One signal. Six surfaces. One outlier.

●REGYVA·CHAPTER 05·HOW IT WORKS

Behind every click,
four moments in motion.

Each customer event triggers a precise sequence inside Regyva — visible on the surface, silent in the system, threaded by one ID.

●12:42 CET·TUE

01

A lead clicks an ad on Meta.
A discovery call gets booked.

SYSTEM ACTIVITY·T+0ms

12:42:18.391paid_ads.attribute(source: meta, campaign: fall_q4)
12:42:18.397lead.create(id: 0x9A·4F12·B7)
12:42:18.412funnel_tracking.update_step(funnel: webinar_v3, step: 4/6)
12:42:21.089crm.assign(setter: m.schulz, source: ads_meta)
12:42:23.117calendar.book_slot(when: 2026-10-14T14:30Z) →confirmed▍
↳LEAD-ID·0x9A·4F12·B7
●14:08 CET·FRI

02

A setter qualifies the lead.
28 minutes on the call.

SYSTEM ACTIVITY·T + 28m02s

14:08:42.001crm.update(lead: 0x9A·4F12·B7, stage: qualified)
14:08:42.018affiliate.tag(referrer: 0xA1·partner_024, attribution: 100%)
14:08:42.034commission.precalc(setter: $240, partner: $480)
14:08:42.051lead_score.update(72 →89)
14:08:46.211pipeline.assign(closer: r.brandt) →slot_held▍
●16:30 CET·WED

03

A closer wins the deal.
$4,800.

SYSTEM ACTIVITY·T + 9d 02h 21m

16:30:00.001crm.update(lead: 0x9A·4F12·B7, stage: won, value: $4800)
16:30:00.038stripe.charge(amount: 4800, method: card_•••2841) →succeeded
16:30:00.412commission.split(closer: 25%, setter: 5%, partner: 10%, ads: 12%)
16:30:01.118affiliate.payout_queue(0xA1·partner_024, +$480)
16:30:03.892lead.status(0x9A·4F12·B7) →converted▍
●09:00 CET·MON

04

A new customer.
CSM picks up Monday.

SYSTEM ACTIVITY·T + 10d 16h 30m

09:00:00.001customer_success.activate(csm: l.weber, customer: 0x9A·4F12·B7)
09:00:00.027support_ai.kb_scope([product, billing, onboarding])
09:00:00.119commission.disburse_t+1(payouts: 4, total: $1,430)
09:00:01.041analytics.cohort_assign(2026_q4_fall)
09:00:04.288lead.status(0x9A·4F12·B7) →active_customer ●▍
↳RESOLVED·0x9A·4F12·B7

Six tools. One Lead. Zero handoffs.

───4 EVENTS·6 MODULES·1 ID
LEAD-ID·0x9A·4F12·B7●

●REGYVA·CHAPTER 05·HOW IT WORKS

Behind every click,
four moments in motion.

Each customer event triggers a precise sequence inside Regyva — visible on the surface, silent in the system, threaded by one ID.

●12:42 CET·TUE

01

A lead clicks an ad on Meta.
A discovery call gets booked.

SYSTEM ACTIVITY·T+0ms

12:42:18.391paid_ads.attribute(source: meta, campaign: fall_q4)
12:42:18.397lead.create(id: 0x9A·4F12·B7)
12:42:18.412funnel_tracking.update_step(funnel: webinar_v3, step: 4/6)
12:42:21.089crm.assign(setter: m.schulz, source: ads_meta)
12:42:23.117calendar.book_slot(when: 2026-10-14T14:30Z) →confirmed▍
↳LEAD-ID·0x9A·4F12·B7
●14:08 CET·FRI

02

A setter qualifies the lead.
28 minutes on the call.

SYSTEM ACTIVITY·T + 28m02s

14:08:42.001crm.update(lead: 0x9A·4F12·B7, stage: qualified)
14:08:42.018affiliate.tag(referrer: 0xA1·partner_024, attribution: 100%)
14:08:42.034commission.precalc(setter: $240, partner: $480)
14:08:42.051lead_score.update(72 →89)
14:08:46.211pipeline.assign(closer: r.brandt) →slot_held▍
●16:30 CET·WED

03

A closer wins the deal.
$4,800.

SYSTEM ACTIVITY·T + 9d 02h 21m

16:30:00.001crm.update(lead: 0x9A·4F12·B7, stage: won, value: $4800)
16:30:00.038stripe.charge(amount: 4800, method: card_•••2841) →succeeded
16:30:00.412commission.split(closer: 25%, setter: 5%, partner: 10%, ads: 12%)
16:30:01.118affiliate.payout_queue(0xA1·partner_024, +$480)
16:30:03.892lead.status(0x9A·4F12·B7) →converted▍
●09:00 CET·MON

04

A new customer.
CSM picks up Monday.

SYSTEM ACTIVITY·T + 10d 16h 30m

09:00:00.001customer_success.activate(csm: l.weber, customer: 0x9A·4F12·B7)
09:00:00.027support_ai.kb_scope([product, billing, onboarding])
09:00:00.119commission.disburse_t+1(payouts: 4, total: $1,430)
09:00:01.041analytics.cohort_assign(2026_q4_fall)
09:00:04.288lead.status(0x9A·4F12·B7) →active_customer ●▍
↳RESOLVED·0x9A·4F12·B7

Six tools. One Lead. Zero handoffs.

───4 EVENTS·6 MODULES·1 ID
LEAD-ID·0x9A·4F12·B7●
●REGYVA·CHAPTER 06───BUILT FOR YOUR ROLE
PERSONA·01/06

●VOICES FROM YOUR OPERATION

“I built the company. I want one number that tells me if I'm winning — not six dashboards.”

01T. KellnerCoach·Business Owner
  • ↳TOUCHES
  • CRM & Sales
  • Affiliate Dashboard
  • Commission Tracking
  • Customer Success

“I manage 5 setters and 3 closers. Every Monday review is detective work across spreadsheets.”

02A. KohlSales Lead·Pipeline Owner
  • ↳TOUCHES
  • CRM & Pipeline
  • Funnel Tracking
  • Lead Scoring
  • Commission Splits

“I qualify 30 leads a week. I never see who closes them or what they paid — and never get credit for the assist.”

03M. SchulzSetter·Qualifies Leads
  • ↳TOUCHES
  • CRM Lead Inbox
  • Lead Scoring
  • Calendar & Booking

“When the call starts, I shouldn't be guessing what was promised or what stage the lead is in.”

04R. BrandtCloser·Wins Deals
  • ↳TOUCHES
  • CRM Pipeline
  • Lead-ID Context
  • Commission Tracking
  • Call Notes

“I drive leads. I never see what happened. Did my lead close? Did I actually get paid?”

05J. WagnerAffiliate·Drives Leads
  • ↳TOUCHES
  • Affiliate Dashboard
  • Commission Payouts
  • Lead-ID Attribution

“I onboard customers blind. I don't know what they were sold or who promised what.”

06L. WeberCSM·Customer Success
  • ↳TOUCHES
  • Customer Success
  • Support & AI Bot
  • Pipeline History
●REGYVA·CHAPTER 07───THE STACK
/ ONE PLATFORM·THREE MODULES

One platform. Three modules.

Per month · Net · Configure from 749€

01

CORE

€749/ mo

Six modules · all included

  • CRM & Sales
  • Commission Tracking
  • Affiliate Dashboard
  • Customer Success
  • Funnel Tracking
  • Support & AI Bot
Add-on·02

Paid Ads · Postback

+€749/ mo

Server-side conversion tracking. Threaded into the same Lead-ID.

Add-on·03

AI · Autopilot

+€999/ mo

Marketing automation across all six modules. Reads the thread, acts on it.

Possible Monthly Totals

  1. Core only€749/mo
  2. Core + Paid Ads€1.498/mo
  3. Core + AI Autopilot€1.748/mo
  4. Core + everything€2.497/mo
One platform. Three modules. Zero overlap.
Book a Demo

See pricing live in your operation.

───1 BASE·2 ADD-ONS·4 CONFIGURATIONS
LEAD-ID·0xE7·5C2A·1F●
●REGYVA·CHAPTER 08───DECISION SUPPORT
/ FAQ·7 QUESTIONS

Before you book.

  1. First live lead within 7 days. Setup, migration, and team onboarding run with our implementation team in a dedicated sprint — no self-service maze, no docs hole.
  2. CRM (HubSpot/Pipedrive), Affiliate Dashboard (FirstPromoter/PartnerStack), Funnel Tracking (ClickFunnels/Systeme), Commission Tracking (spreadsheets), Customer Success (Intercom/Front), Support & AI Bot (Zendesk/Crisp). One pipeline instead of six.
  3. Full migration is part of onboarding. We import leads, deals, affiliates, and commissions from your current tools — you keep history, IDs, reporting. No data loss, no parallel run.
  4. Role-based permissions out of the box. Setters see their lead pipe, closers see deal pipe, affiliates see only their own conversions and payouts. Lead-IDs thread all roles — who claimed, who closed, who got attributed is one source of truth.
  5. Yes. AI Autopilot integrates with Meta, Google, TikTok via Postback API + funnel builders (ClickFunnels, Systeme.io, GoHighLevel) via tracking pixel and native webhooks. No platform lock-in — you keep your creatives, audiences, budget. Regyva orchestrates, doesn't replace.
  6. Monthly, cancellable anytime. No minimum commitment, no setup fee. Annual pricing comes with a 15% discount — on request, never forced.
  7. Dedicated implementation manager for the first 30 days, live migration sessions, custom workflow setup. Then: Slack channel support with <2h response, weekly office hours. Premium-plan customers get a named CSM.
─── 01

How fast are we live?

First live lead within 7 days. Setup, migration, and team onboarding run with our implementation team in a dedicated sprint — no self-service maze, no docs hole.

─── 02

Which 6 tools does Regyva replace?

CRM (HubSpot/Pipedrive), Affiliate Dashboard (FirstPromoter/PartnerStack), Funnel Tracking (ClickFunnels/Systeme), Commission Tracking (spreadsheets), Customer Success (Intercom/Front), Support & AI Bot (Zendesk/Crisp). One pipeline instead of six.

─── 03

What happens to our existing data and pipelines?

Full migration is part of onboarding. We import leads, deals, affiliates, and commissions from your current tools — you keep history, IDs, reporting. No data loss, no parallel run.

─── 04

How does this work in a team with setters, closers, affiliates, and CSMs?

Role-based permissions out of the box. Setters see their lead pipe, closers see deal pipe, affiliates see only their own conversions and payouts. Lead-IDs thread all roles — who claimed, who closed, who got attributed is one source of truth.

─── 05

Does the AI Autopilot work with our ad platforms and funnel builders?

Yes. AI Autopilot integrates with Meta, Google, TikTok via Postback API + funnel builders (ClickFunnels, Systeme.io, GoHighLevel) via tracking pixel and native webhooks. No platform lock-in — you keep your creatives, audiences, budget. Regyva orchestrates, doesn't replace.

─── 06

What are the contract terms?

Monthly, cancellable anytime. No minimum commitment, no setup fee. Annual pricing comes with a 15% discount — on request, never forced.

─── 07

What's included in onboarding and support?

Dedicated implementation manager for the first 30 days, live migration sessions, custom workflow setup. Then: Slack channel support with <2h response, weekly office hours. Premium-plan customers get a named CSM.

— Got more? Ask us in your demo.

Book a Demo
───7 ANSWERS·STRAIGHT
LEAD-ID·0xB4·7E22·D3●
●REGYVA·CHAPTER 09───CONVERGENCE
/ FINAL·BOOK A DEMO

Book your demo.

30 minutes. Your dashboard, not slides. We'll show you exactly how Regyva replaces your stack — or we'll tell you it doesn't fit.

─── ANSWER WITHIN 24H·GERMAN TEAM

  • 30-minute call
  • No slides — your dashboard
  • No commitment, no setup fee
  • German team, German hosting

“We'll be straight with you. If Regyva doesn't fit, we'll tell you in the demo — not three months in.”

— Nicky & Jouls·Founders, Regyva

Team size

───── BOOKED

Thanks — we’ll reach out within 24h.

Check your inbox for a calendar placeholder and a 1-pager about what we’ll cover.

Confirmation:

───30 MIN·NO SLIDES·NO COMMITMENT
LEAD-ID·0xF1·9D34·0A●