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Automation in action

This page already knows a little about you. Here’s how, and why.

A working example of the automation Click Shift builds, running on Dave’s own live search, social and site data. Tagging works out who you are and where you are in the funnel, and the site adapts. Chat with Virtual Dave to unlock how it works, one level at a time.

Talk to Virtual Dave → What we know about you

Live · your visitor profile

What we know about you

Everything below was worked out in your browser from how you’ve used clickshift.ca. No name, no email, no cookies shared with other sites. It’s the same tagging that decides what you see next.

TopawareMiddleconsideringBottomdecidingConvertedtalking to Dave

Targeting who you look like

Acquisition how you found us

Retention how you’re engaging

Referral who you came with

How the site is personalising for you

Browse a page or two and this fills in.

The tags sent to Google Analytics

Categories only, never personal details.

Virtual Dave · powered by Claude

Unlock the example, level by level

Virtual Dave is an AI version of Dave, trained on clickshift.ca. Each answer you give unlocks the next level, and teaches how tone of voice, social and search work together from first impression to final conversion.

1TargetingTone of voice & who we talk to🔒 Tell Virtual Dave your role and whether you work at a B2B company, an agency serving B2B, or for yourself.
2AcquisitionSocial & search, working in tandem🔒 Tell Virtual Dave how you win new business today, or what you want more of.
3RetentionPersonalisation, nurture & retargeting🔒 Tell Virtual Dave what happens after a lead comes in: follow-up, CRM, where people drop off.
4ReferralReferrals & the path to conversion🔒 Tell Virtual Dave whether referrals bring you business, and share your email so the real Dave can send the full example.

The model

Four kinds of metric, one funnel

Targeting

Who is this, and are they who we serve? Segment, team focus, topics, seniority.

Tone of voice
Acquisition

How did they find us? Social creates demand, search captures it, every source is tagged.

Social & search
Retention

Are they coming back and going deeper? Stage, intent, in-market, retargeting.

Personalisation & nurture
Referral

Did someone send them, and will they send someone? Share links, reposts, referred conversions.

Advocacy & conversion

Level 1 · Targeting

Tone of voice & who we talk to

🔒
Locked. Tell Virtual Dave your role and whether you work at a B2B company, an agency serving B2B, or for yourself.
Chat with Virtual Dave

Level 2 · Acquisition

Social & search, working in tandem

🔒
Locked. Tell Virtual Dave how you win new business today, or what you want more of.
Chat with Virtual Dave

Level 3 · Retention

Personalisation, nurture & retargeting

🔒
Locked. Tell Virtual Dave what happens after a lead comes in: follow-up, CRM, where people drop off.
Chat with Virtual Dave

Level 4 · Referral

Referrals & the path to conversion

🔒
Locked. Tell Virtual Dave whether referrals bring you business, and share your email so the real Dave can send the full example.
Chat with Virtual Dave

Operator

Behind the scenes