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For marketing & creative agencies

Keep new business moving while the studio is busy.

Agencies win work between deadlines, which is exactly when nobody has time to chase it. We build and run the prospecting, pitch follow-up and account growth your team means to do, inside your CRM, inbox and calendar. Nothing reaches a client until someone on your team says yes.

Book a free Growth AuditSee what runs

This morningSample

  • Done: Lead qualifierBrief from Marlow Coffee scored 82 and routed to Sam, new business
  • Done: Meeting prepChemistry-meeting brief ready for Tuesday with Ostra Bikes
  • Waiting for a person: Event follow-upTwelve notes from last night's brand meetup ready to review
  • Waiting for a person: Next-step nudgerPitch follow-up to Fenwick & Co needs your yes
  • In progress: Expansion signalsWatching three retainers for work outside the brief

Waiting for a person: 2 drafts waiting for you

Done: Brief logged in HubSpot

  • No more feast or famine. Prospects are researched and followed up every week, not only when the pipeline runs dry.

  • Every pitch gets its follow-up. Chemistry meetings and creds decks get timely, specific follow-ups, drafted in your agency's voice.

  • Retainers that grow. A product launch, a new market or a new marketing lead at a client is flagged before another agency hears about it.

Runs inside the tools your firm already uses

HubSpotSalesforceAttioGmailOutlookGoogle CalendarMicrosoft TeamsSlack

Built around how agencies win work.

Referrals, pitches and growing the accounts you already have. Four workflows keep each of them moving while your team stays on client work.

  1. Prospect research

    Approach brands when they're ready for a new agency.

    Target brands arrive with the moment that matters, like a new CMO, a rebrand, a launch or an agency review, plus the work in your portfolio that proves you can help.

    Run by

    Prospect briefSample

    Ostra Bikes · e-bikes, 85 people

    Why now
    A new CMO joined in May, and the brand enters two new markets next spring.
    You know
    Lena Fischer, who hired you at Kinto, now runs brand at Ostra.
    The case
    Your launch campaign for a direct-to-consumer brand of a similar size.
    Next step
    A note from your founder to Lena, drafted for approval.

    In progress: Past client in a new role

    Done: Brief saved to HubSpot

  2. Pitch follow-up

    No pitch goes quiet after the chemistry meeting.

    After every pitch, the notes land in the CRM and the follow-up is drafted around the ideas the client reacted to, timed, and waiting for your yes.

    Run by

    Waiting for your approvalNext-step nudger · Sample

    To Priya Nair, Head of Marketing, Fenwick & Co

    The two campaign routes from Tuesday

    Hi Priya, thanks for the time on Tuesday. Your team lit up at the 'small batch, big city' route, so we've sketched how it would run across the spring launch. Would 30 minutes next week help before you take it to the leadership team?

    Pitched 8 days ago, no reply

    Done: Pitch notes logged

  3. Account growth

    Grow the retainers you already have.

    Clients are watched for the moments that mean more work: a new product, a new market, a new marketing lead, or a project that keeps growing past its brief.

    Run by

    Accounts to reviewSample

    • Marlow Coffee · Social retainerRenews in 4 weeksWaiting for a person: Renewal brief ready, with two add-ons to propose
    • Kinto · Brand refreshWeek 9 of 12In progress: Three requests outside the brief this month
    • Ostra Bikes · Launch campaignWeek 3 of 10

    Done: Quarterly review deck drafted

  4. New business brief

    Know where new business stands every Monday.

    One page on which pitches moved, which went quiet and which need a decision, sent before the week starts, so the new business meeting is about next steps, not status.

    Run by

    Monday new business briefSample

    • Done: MovedOstra Bikes: intro call booked for Wednesday
    • Done: MovedMarlow Coffee: renewal and two add-ons proposed
    • Waiting for a person: Needs your callFenwick & Co: pitch unanswered for 8 days
    • In progress: WatchingNext quarter: one large pitch carries most of the pipeline

    Sent Monday, 8:00 am

Plus agents for the rest of the revenue cycle. See all 46 agents →

How it starts.

One workflow at a time, starting with the one that matters most to your firm.

  1. 01Audit

    One free working session on where your clients come from, where pitches stall and what that costs. You get a written diagnosis and the one workflow worth building first.

  2. 02Build

    We build that workflow inside your CRM, inbox and calendar, on your playbooks and in your agency's voice. Two or three agents, live in about 15 days.

  3. 03Operate

    Your operator runs it every day, fixes what breaks and reports what moved. Someone on your team approves anything client-facing.

  4. 04Improve

    Every edit your team makes teaches it. When the first workflow earns its keep, we add the next one.

Questions

More on cost and fit in Pricing.

Will it sound like our agency?

It drafts from your past emails, pitch notes and positioning, and every client-facing message waits for someone on your team to approve or edit it. Each edit teaches it your voice.

Most of our work comes through referrals. Does this still fit?

Yes. Referral-led agencies usually lose more to slow pitch follow-up and missed growth in existing accounts than to a lack of cold outreach, so that's often where we start.

Does it work with the tools we already use?

Yes. We build inside the CRM, inbox and calendar you already use. If new business lives in a spreadsheet or a project tool today, the audit covers what to do about that first.

What happens to client information?

It stays in your tools. Access is scoped to each agent's job, credentials are encrypted, we don't train models on your data, and you can export or delete everything.

What does it cost?

The Growth Audit is free. If you go ahead, the launch sprint is a fixed fee from $3,999, with your first two or three agents live in about 15 days. Running and expanding them starts at $4,999 a month for up to five agents. Model and API costs are included.

Other firms we help.

Keep the next pitch in motion.

One working session on how your firm wins work, then a written diagnosis and the one fix worth building first.

Book a free Growth AuditSee pricing