HSV Digital Media

For marketing, advertising and PR agencies

Know where every lead came from, without a spreadsheet

HSV Digital Media sets up lead capture, segmentation, reporting and client hand-off on the Microsoft 365 stack your agency may already have: Dynamics 365 Customer Insights, Power BI, SharePoint and Teams, with Copilot to help draft the first pass of a brief or report.

Tell us about your funnel

Set-up, documentation and handover. We don't run your campaigns, write or place your ads, manage your ad spend, or guarantee a particular number of leads.

Lead path we set upillustrative · simplified

  • Capture

    Website and campaign forms write straight into Customer Insights — Journeys, with consent recorded at the point of entry.

  • Score & segment

    Leads are scored and grouped by source, campaign and engagement, so account teams see who's worth a call today.

  • Nurture & hand off

    Email journeys run automatically; a lead crossing your threshold posts into a Teams channel for the account team.

  • Report

    Power BI turns the same data into a client-ready dashboard: leads, cost per lead and pipeline by source.

The shape most of our set-up work aims for. Which stages you need, and which tools already exist in your stack, are agreed with you first.

Services#

Three fixed-scope pieces of work, each handed over with documentation so your team can run and extend it without us.

Lead & campaign tracking foundation

foundation

Website and landing-page forms connected to Dynamics 365 Customer Insights — Journeys, with consent fields, source and campaign tagging, and a lead-scoring model your team agrees and we configure.

Inputs

  • Your current forms, landing pages and ad platforms
  • What "sales-ready" means for your agency
  • Consent wording your legal team has approved

Outputs

  • Forms wired into Customer Insights with source and UTM capture
  • Segments by source, campaign and engagement level
  • A lead-scoring model, documented and adjustable by your team
  • A short set-up note in your shared drive

We configure the scoring model with you; we don't decide which leads are worth pursuing.

Reporting & attribution dashboard

dashboard

A Power BI dashboard built on top of your Customer Insights and campaign data, showing leads, cost per lead and pipeline by source, broken out per client where you run multiple accounts.

Inputs

  • Read access to your Customer Insights and ad-spend data
  • Which metrics matter to your clients and your own leadership
  • A client (or two) willing to review an early draft

Outputs

  • A Power BI workspace with scheduled refresh
  • Dashboards split by client, campaign and channel
  • An exportable, client-ready report view
  • A short guide for building your own additional views

The dashboard shows what the data says. We don't interpret performance or recommend budget changes.

Creative & client collaboration hub

hub

A SharePoint library per client with a consistent folder structure for briefs, assets and approvals, a matching Teams channel, and a Copilot-assisted starting point for briefs and reports.

Inputs

  • Your current client and campaign list
  • How your team currently organises creative assets
  • Which Microsoft 365 plan and Copilot licences you hold

Outputs

  • A SharePoint site with a per-client folder convention
  • A Teams channel per client, linked to the matching folder
  • A Copilot prompt library for first-draft briefs and report summaries
  • Access set by Entra ID group, not by individual sharing links

Copilot drafts a starting point only; every brief and report is reviewed by your team before it goes to a client.

illustrative

Before and after, for a made-up agency#

Twelve people, six client accounts, leads arriving from three different ad platforms and a contact form. A hypothetical example, not a client.

  • lead captureForm submissions land in a shared inbox and get copied into a spreadsheet.Forms write directly into Customer Insights, tagged by source and campaign automatically.
  • segmentationSomeone tags "hot" leads by eye, when they have time.Leads are scored and segmented automatically against an agreed model.
  • hand-offAccount managers find out about a hot lead by checking the spreadsheet.A lead crossing the score threshold posts straight into the client's Teams channel.
  • reportingA monthly deck is rebuilt by hand from exports, client by client.A live Power BI dashboard, refreshed on a schedule, exportable for each client.
  • assetsCreative files are scattered across inboxes and personal drives.One SharePoint library per client, with a folder convention everyone uses.

About cost: Dynamics 365 Customer Insights and Power BI are licensed per user or by capacity, and Copilot features may need an add-on depending on your plan. We estimate running costs with you before building anything.

Lead & Campaign Tracking Readiness Checklist#

A printable checklist in five parts: lead capture and consent, segmentation and scoring, reporting, client collaboration, and data governance. Use it to check your own set-up, or as a definition of done for the work.

Open the checklist

About#

HSV Digital Media works with marketing, advertising and PR agencies on the Microsoft 365 groundwork behind their client work: lead capture, segmentation, reporting and the shared spaces teams collaborate in. The aim is a set-up your account and creative teams can run day to day without waiting on us.

HSV Digital Media is independent and is not affiliated with or endorsed by Microsoft.

works with
Marketing, advertising and PR agencies
platform
Dynamics 365 Customer Insights, Power BI, SharePoint, Teams, Power Automate, Copilot
doesn't do
Running campaigns, writing or placing ads, managing ad spend
doesn't promise
A particular number of leads, cost per lead, or conversion rate

Contact#

A few lines on your current stack, client count and what's getting in the way of clean reporting.

Please don't include passwords, API keys, connection strings, access tokens, client contracts or confidential campaign data. The form doesn't accept attachments.

This isn't a support channel for a live client issue. If a client-facing dashboard or form is currently broken, contact your own support arrangement first.

enquiry

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