Agencies
New business, which always loses to client work.
Agency new business is the first thing dropped when a client shouts, which is every week. Agents keep the pipeline moving while the team delivers, and hand over the conversations that need a person who can actually talk about the work.
“New business happens in bursts when we get nervous, then stops the moment a client needs something.”
Consistency beats intensity here
A pipeline worked slightly every week outperforms one worked hard every quarter, and the weekly version is the one agencies cannot sustain by hand.
Proposals chased without nagging
Agency proposals sit for weeks. Knowing when one is being read turns a guess about timing into a phone call.
Client data kept strictly separate
Where you run motions for clients, each client's data is isolated at the record level. That is not a permission anybody can be granted.
Expansion inside existing clients
The second service to an existing client is the easiest revenue in an agency and the least systematically pursued.
Where to start
The motions this trade runs.
Four that almost every company in this line of work does by hand, inconsistently. Each has a clear threshold and stops somewhere a person should still decide.
- “Follow up every inbound enquiry the same day”
- “Work the dormant prospect list weekly rather than quarterly”
- “Chase outstanding proposals and notice when they are read”
- “Raise additional services with existing clients, when the work is going well”
Opportunities
12 open · €184,000 · 5 need a person
Also relevant
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Other trades
Not quite your line of work?
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
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