Founded 2022 · San Francisco

UPBEAT

AI-Driven Performance Marketing.

Brand Growth Engineered Through Systems.

60K+

Calls / Month

20+

Brand Partners

AI

Native Infra

1st

AI on TikTok

1st

US Agency on RedNote

Performance · Brand · AI · Infrastructure

02

The Founder

Tucker Chief Morale Officer

Engineer First.
Marketer by Obsession.

Adler started building apps at 18 and never looked back. A problem-solver by nature — if something can be engineered, automated, or made better, he's already thinking about it.

He wasn't brought into marketing to "run ads." He was brought in to engineer infrastructure — and that's exactly what Upbeat became. For ~1.5 years he worked directly with TikTok helping integrate AI-powered chat automation, becoming one of the first AI integrations on the platform.

Outside of work, Adler is a massive wine collector — you'll find him in Napa most weekends, so if you ever need recs, just ask. He loves to travel and spend time with his wife Morgan and their family. On weekends you'll typically catch him at Revel in downtown Danville.

Side project: HappyHour.today

2,251 venues across 28 cities

🍷

Wine collector

Napa regular — ask for recs

2022

Founded

15

US Team

Beijing

Partner Firm

1st

AI on TikTok

03

The Company

We Build the Marketing Infrastructure
That Most Agencies Outsource.

Upbeat is an AI-driven performance marketing and brand growth company. We don't just run campaigns — we engineer the systems behind them.

⚡

Performance

High-volume lead generation, call infrastructure, and customer acquisition for regulated industries.

🚀

Brand Growth

End-to-end brand management, social, ecommerce, and foot traffic across every major platform.

🤖

AI Infrastructure

Proprietary call scoring, routing, attribution, and optimization — all built in-house.

2022

Founded

San Francisco

Headquarters

15 US + Beijing

Team

20+

Brand Partners

60K+

Calls / Month

04

How We Operate

We Don't Run Campaigns.
We Build Systems.

Five principles that drive everything we build.

01

Infrastructure First

We don't touch ads until the systems behind them are engineered to scale.

02

Compliance by Design

In regulated industries, compliance is baked into the system — never bolted on.

03

Full Attribution

Every dollar tracked to a real outcome. No vanity metrics. No guesswork.

04

AI-Native

Our tools monitor, score, and optimize in real time — not after a monthly review.

05

Custom Per Vertical

No cookie-cutter playbooks. Every strategy is built for the specific industry, audience, and brand.

100%

In-House Technology

0

Outsourced Tools

24/7

AI-Powered Monitoring

05

Official Agency Partner

Direct Partnerships With
Every Major Platform

We don't just buy ads. We work directly with platform engineering and sales teams — unlocking tools, betas, and support most agencies never see.

TikTok

Official Partner

TikTok Shop management & affiliate programs

AI chat automation — first integration on platform

Paid ads, organic content & creator campaigns

1.5 years embedded with TikTok engineering

Two Engines. One Infrastructure.

15 people in the US. Strategic partnership with a Beijing firm. Both engines powered by proprietary AI and engineering-first thinking.

ENGINE 01

Performance Marketing

High-volume lead generation, call infrastructure, and customer acquisition for regulated industries. Calls, leads, foot traffic, and ecommerce — we build the systems that generate and optimize at scale.

Medicare ACA Final Expense Auto Insurance Pay-Per-Call Lead Gen

Calls · Leads · Foot Traffic · Ecommerce

ENGINE 02

Brand Growth, Ecom & RedNote

End-to-end brand management, TikTok Shop marketing, and RedNote for the Chinese American market. We drive foot traffic, online sales, and community — not just impressions.

Wineries Med Spas Restaurants TikTok Shop Consumer Brands

300M+

RedNote Users

20+

Brand Partners

Shared Foundation

Both engines run on the same proprietary AI, data systems, and engineering infrastructure

CallScript AI Attribution Routing TikTok Shop

07

Engine 01

Here's what that infrastructure looks like in practice.

Calls. Leads. Foot Traffic.
Ecommerce.

Full-Funnel Growth — Not Just One Channel

📞

Calls

60K+/month inbound

📋

Leads

Qualified, scored, routed

🏪

Foot Traffic

People through the door

🛒

Ecommerce

TikTok Shop & DTC

Acquisition Flow

📢

Traffic

🎯

Capture

✅

Qualify

🔄

Convert

📊

Optimize

Whether it's inbound calls for Medicare, qualified leads for insurance agents, foot traffic to a retail storefront, or sales through TikTok Shop — we build the systems that acquire customers at scale.

This is not outsourced execution. This is internally engineered deployment.

Verticals & Channels

Medicare

Calls + leads

ACA

Enrollment scale

TikTok Shop

Ecom + affiliates

Local Retail

Foot traffic

Pay-Per-Call

Direct response

Lead Gen

Full-funnel

08

Performance at Scale

In regulated industries, volume means nothing without compliance.

60,000+
Qualified Calls Generated in a Single Month

Case study: Medicare open enrollment season

Call Volume Growth

Month over month scaling

2024 — 2025

60K

45K

30K

15K

0

2.1K

Jan

4.8K

Feb

8.2K

Mar

12.4K

Apr

15.1K

May

18.7K

Jun

23.5K

Jul

29.0K

Aug

35.8K

Sep

42.3K

Oct

51.6K

Nov

60K

Dec

28x

Growth Multiple

100%

Compliant

In-House

Built & Deployed

Infrastructure Required

Carrier Trust

Approvals

Compliance

Script & audit

QA Systems

Call scoring

Attribution

Source tracking

Routing

Smart distribution

Multi-Channel

Every platform

Scale is the outcome. Infrastructure is the reason.

09

Engine 02

Brand Growth &
Market Expansion

20+

Locations

$15M

Raised

We've partnered with UME Tea throughout major growth milestones, supporting 20+ locations during a $15M venture-backed expansion.

We don't just run social media. We operate as an embedded growth partner.

What We Manage

TikTok + TikTok Shop

RedNote growth

Meta advertising

Foot traffic campaigns

Event activations

Ecommerce + DTC

10

UME Tea — Social Performance

Building a Brand Across Every Channel

Instagram Growth

Follower progression

25.8K

Channel Ecosystem

Active platforms managed

TikTok Primary

Instagram 25.8K

RedNote Growing

Meta Ads Active

Events Seasonal

Integrated Campaign Ecosystem

UME Tea

Brand Hub

TikTok

RedNote

300M+ Users. One Platform.
Invisible to Most U.S. Businesses.

What is RedNote?

RedNote (Xiaohongshu / 小红书) is China's most influential lifestyle platform — think Google + Yelp + Instagram combined. 300M+ users come here to research, discover, and decide what to buy, where to eat, and where to travel. It's the first place Chinese consumers look before making any purchasing decision.

Our Edge

Direct partnership
within the RedNote
ecosystem. On the
ground in Beijing.

RedNote Platform Scale

300M+

Monthly Active Users

90%

Research Before Buying

79%

Purchase from Recs

5M+

Chinese Americans

$108K+

Median Household

Napa wineries on RedNote — real user content

Real RedNote posts about Napa — Chinese consumers are already planning their trips here.

CASE: NAPA WINERIES

Chinese travelers are building Napa itineraries on RedNote right now — deciding which wineries to visit, which tastings to book, and which experiences to save.

$1.6B in China wine imports (2024). +44% China travel growth. Your winery is either showing up intentionally — or being defined by someone else's content.

"You're already being marketed — just not by you."

Why RedNote Wins

1

Compounding shelf life

Posts get saved and resurface for months — unlike Instagram Stories

2

High-intent discovery

Users search with purchase intent — not just browsing

3

Word-of-mouth multiplier

One client refers family, friends, and community groups

Wineries Med Spas Auto Real Estate Restaurants Jewelry

On the ground in China

Direct partnerships within the RedNote ecosystem

Bay Area

Los Angeles

New York

12

Proven Results

Results Across Both Engines

Real performance. Real clients. Real numbers.

ENGINE 01 — PERFORMANCE

$12–15

Avg Cost Per Call

61%

Conversion Rate

$200K+

Per Medicare Season

Multi-Year

Client Retention

Partners with major healthcare brands

ENGINE 02 — BRAND

UME Tea

25.8K

Instagram

20+

Locations

$15M

Raised

Crowned Boxing

300+

Bookings

4:1

ROI

2 Mo

Timeline

Orient Source

50+

B2B Inquiries

200%

Growth

1 Mo

Timeline

Clients stay for years — because the systems keep compounding.

13

Proven Results

Real Campaigns. Real ROI.

Brand Campaigns

Performance Campaigns

Crowned Boxing's RedNote profile (left) and major brand presence on the platform (right)

Crowned Boxing

Glendale, CA · RedNote Campaign

2 Months

300+

New Bookings

10x

Follower Growth

4:1

ROI

12% engagement rate 50K+ impressions $12K revenue impact 1,000+ saves

"The influx of inquiries and bookings has been game-changing — RedNote feels like our secret weapon."

— Rich, Owner

Orient Source Foods

Los Angeles, CA · B2B RedNote

1 Month

50+

Business Inquiries

$10K

Pipeline Value

200%

Engager Growth

0 → 204 followers 80% from food professionals 10% conversion rate Daily inquiries

"The daily inquiries have opened doors we didn't know existed — RedNote has truly helped us scale our reach."

— Orient Source Foods Team

UME Tea 20+ Locations · $15M Raised · 25.8K Instagram

Full Brand Management TikTok + RedNote + Meta

14

Industries We Serve

Cross-Industry.
Deep Vertical Expertise.

We work across regulated, growth-stage, and consumer verticals — bringing the same infrastructure-first approach to every industry.

🏥

Insurance

Medicare, ACA, Auto, Final Expense

💆

Healthcare

Med Spas, Wellness, Clinics

🛍️

Consumer Brands

F&B, Retail, Lifestyle

🛒

Ecommerce

TikTok Shop, DTC, Affiliates

🍷

Local Retail

Restaurants, Wineries, Boutiques

📍

Franchise Growth

Multi-location expansion

15

Technology

Built on Software Infrastructure

We build tools most agencies outsource.

CALLSCRIPT AI

AI Call Intelligence

Our proprietary AI listens to every call in real-time, scoring quality, flagging compliance issues, and surfacing optimization signals automatically.

Real-Time Call Scoring

Every call rated on intent, quality, and compliance

Compliance Detection

Auto-flags script deviations and regulatory risks

Performance Signals

Surfaces what's working and what to cut — daily

ORBIT

AI-Powered Lead Generation

Feed Orbit your company info — it identifies ideal prospects, surfaces their emails, LinkedIn, and socials, drafts personalized outreach scripts, and sends automated email sequences.

Smart Prospecting

Finds the perfect targets from company data using AI

Multi-Channel Intel

Surfaces emails, LinkedIn, and social profiles automatically

Automated Outreach

Writes scripts, sends emails, and books meetings on autopilot

4% meeting rate from 6,000 cold emails — Menlo Park SaaS client

Architecture Stack

Layer 01

Campaigns & Creative

Paid media, content, social strategy

Layer 02

Optimization Engine

A/B testing, funnel analytics, conversion tracking

Layer 03

CallScript AI + Orbit

Proprietary infrastructure — built in-house

TikTok AI Chat Integration First on Platform

Worked directly with TikTok engineering teams for ~1.5 years to build AI-powered chat automation — qualifying leads and routing conversations at scale. One of the first AI integrations deployed on the platform.

16

How We Work

Deep Process. Not Guesswork.

Every campaign is researched, built, tested, and optimized through a structured process — not a one-size-fits-all playbook.

PHASE 01

Research & Strategy

We don't start running ads on day one. Every campaign begins with deep research — understanding who we're talking to, what competitors are doing, and where the real opportunities are.

Market Analysis

Competitors, positioning, gaps

Audience Research

Demographics, behavior, intent

Keyword & Platform

Where to show up and why

PHASE 02

Creative & Ad Production

We produce everything in-house — landing pages, ad creative, video, copy, and scripts. For brand campaigns, content is native and bilingual. For performance, it's conversion-engineered.

Ad Creative

Static, video, carousel

Landing Pages

Built for conversion

Copywriting

Headlines, hooks, scripts

Bilingual

EN + CN native content

PHASE 03

Launch & A/B Testing

Nothing ships without a testing framework. We launch with multiple variations across audiences, creatives, and placements — then let the data decide what wins.

What we A/B test

Headlines & hooks Ad creative formats Landing page layouts Audience segments Bid strategies Call scripts Placements CTAs

PHASE 04

Optimize, Report & Scale

Kill what doesn't work. Double down on what does. Weekly performance reviews, monthly reporting with full attribution, and a clear plan for scaling winners.

Weekly Reviews

Performance check-ins

Monthly Reports

Full attribution clarity

Creative Refresh

New assets every cycle

Budget Scaling

Reinvest in winners

"We don't guess. We research, build, test, learn, and scale."

17

Getting Started

What Working Together Looks Like

From kickoff to compound growth.

Week 1–2

Onboarding

Research, strategy, account setup, creative brief, launch plan.

Month 1

First Results

Measurable lift in leads, foot traffic, or sales within 30 days.

Month 3

2x Scale

Double baseline performance. Campaigns optimized, winners scaled hard.

Month 4+

Compound

Long-term partnership. New channels, continuous optimization, compounding returns.

All Sizes

Startups to enterprise — we scale with you

Monthly

Transparent investment, no hidden fees

4-Month

Minimum partnership to see real results

"We don't do month-to-month experiments. We build systems that need time to compound."

18

Looking Ahead

Where We're Going

Past

Traditional SEO

Now

AI Search

Future

Conversational

AI Search Optimization

Search is shifting from traditional SEO to AI-driven experiences. We're building optimization frameworks for the next generation of discovery.

ChatGPT results

Grok visibility

AI recommendation

Conversational discovery

AI Lead Intelligence

We're developing a proprietary AI-driven lead intelligence system — designed to change how leads are scored, matched, and converted.

Predictive scoring

AI matching models

Smart targeting

Platform release

19

u

Let's talk.

Engineers who market. Operators who build systems.

Partners who scale responsibly.

hello@upbeat.chat

upbeat.marketing (925) 852-1993

UPBEAT

Engineer First.Marketer by Obsession.

We Build the Marketing Infrastructure That Most Agencies Outsource.

We Don't Run Campaigns.We Build Systems.

Direct Partnerships WithEvery Major Platform

Two Engines. One Infrastructure.

Performance Marketing

Brand Growth, Ecom & RedNote

Calls. Leads. Foot Traffic.Ecommerce.

60,000+ Qualified Calls Generated in a Single Month

Brand Growth &Market Expansion

Building a Brand Across Every Channel

300M+ Users. One Platform. Invisible to Most U.S. Businesses.

Results Across Both Engines

Real Campaigns. Real ROI.

Cross-Industry.Deep Vertical Expertise.

Built on Software Infrastructure

AI Call Intelligence

AI-Powered Lead Generation

Deep Process. Not Guesswork.

Research & Strategy

Creative & Ad Production

Launch & A/B Testing

Optimize, Report & Scale

What Working Together Looks Like

Where We're Going

AI Search Optimization

AI Lead Intelligence

Let's talk.

Engineer First.
Marketer by Obsession.

We Build the Marketing Infrastructure
That Most Agencies Outsource.

We Don't Run Campaigns.
We Build Systems.

Direct Partnerships With
Every Major Platform

Calls. Leads. Foot Traffic.
Ecommerce.

60,000+
Qualified Calls Generated in a Single Month

Brand Growth &
Market Expansion

300M+ Users. One Platform.
Invisible to Most U.S. Businesses.

Cross-Industry.
Deep Vertical Expertise.