Win the client
Agency Pipeline
One board for everyone your agency is going after. Each prospect arrives with the research already done — the gap in their services, the people worth writing to, three angles in — so you write the pitch and send it from your own mailbox.
Writing the pitch
Open a prospect and you already know what to say.
The gap in their services, who to write to, what they run, the angle — it is on screen the moment you open them. Type @, drop in your opener, change what this one needs. They can tell you actually looked at their business.
Three angles, with the reasoning
The gap in their service list, the people and the plays were worked out before you opened them. Which one fits is your call.
Name your templates anything
@plumber, @medspa, @intro — name them the way you think. They belong to the agency, so whoever writes next starts from the opener that already worked.
The blanks are marked for you
Anything you left to fill in for this prospect is highlighted in the email, and Send waits until they are done.
Follow-ups
Every prospect gets their own follow-ups.
Write them beside the opener and say what day each one goes. They arrive as replies on the same thread, so your prospect sees one conversation. The moment they answer, the rest are cancelled.
They see one thread
Every follow-up threads under the opener with its own Re: line, so it reads as a conversation they are already in.
An answer cancels the rest
A reply, a bounce or a no cancels every follow-up still scheduled — on the board and in the record, straight away.
Their reply, in full
What they wrote lands on the row exactly as they wrote it, with a link straight to that conversation in your mailbox.
The board
Sit down once and work twenty of them.
Every prospect on the board is grouped by what it needs from you next, and each one carries its own research. You are not looking anything up between emails. You open, you write, you send, you move on.
One action per row
Write the opener, open the reply, or nothing due. You are never deciding what to do with a prospect, only doing it.
Ready, waiting, replied
The board sorts itself by what each prospect needs next, so the ones that need you this morning are the ones at the top.
Pick up where you stopped
Close it mid-list and come back after lunch. What you did is done, and what is left is still waiting in order.
What's on the board
From the moment a prospect lands on it to the day they sign.
The board
Grouped by what to do next
Ready to send, Waiting on them, Replied, Won, Snoozed, Lost. A prospect moves when something actually happens — an email goes out, a reply comes back. A reply surfaces even on one you snoozed.
Open a prospect
Just what you need to write
Why them, the people you could write to with one already picked, what they run, and the angle. Anything you learn about them later is there next time you open it, and the whole file is one click away.
The angle
Three angles, and why each one
Three named plays with the reasoning behind each: the referral relationship their client mix points to, the service line that overlaps yours, the thing their site never mentions. You pick one and write from it.
Your mailbox
Your prospect gets an email from you
It leaves your own address, sits in your Sent folder, and their reply comes back to your inbox where you would look for it anyway. Add more than one address and pick which one a board sends from.
Sending
Sends at a pace your domain likes
The board paces the sending on its own so your agency's address stays in good standing. You start the outreach and that part looks after itself.
Follow-ups
Follow-ups that cancel on a reply
Write them beside the opener and say how many days after the send each goes. They arrive as replies on the same thread, so the prospect sees one conversation. The moment they answer, bounce or opt out, the ones still scheduled are cancelled.
@templates
Your opener, dropped in with an @
Write an opener you like, name it, and it is kept with its follow-ups and the documents that go with it. Type @ on any prospect and all of it lands, with their company, the person's first name, your booking link and your sign-off already in. Anything you left to fill in for this one is marked in the email.
Attachments
Your pitch report goes attached
The pitch report you built for them arrives with the first email — theirs to open, forward, and hand to whoever else decides. Tick any of your own documents alongside it: a services deck, a portfolio, an intro. Uploaded once, there on every prospect.
Replies
The whole reply, and it's yours to answer
When someone answers, everything they wrote lands on the row, with a link that opens that exact conversation in the mailbox it went out from. You answer it yourself, as you.
The record
One record per person, account-wide
Everyone your agency has written to is one record, whichever list they came from — so a prospect you contacted from another pull is not contacted again. A bounced address sends the row back to Ready asking for a better one.
The marks
You say when it's won
Mark it Won when they sign. Snooze sets a prospect aside until a date you name. Remove clears it off the board without losing anything — working that prospect again from Agency Lead Gen brings it straight back.
One place
Always the current picture
What you learned about them this morning is on the row this afternoon. One link takes you back to the whole file in Agency Lead Gen — the ads they run, the site read, the reviews, the spec ads, the report.
Run the pipeline from a conversation
Ask what needs you, have a prospect read back before you write, add new ones, and keep the record straight — all from a conversation.
See what needs you
“What's on my agency pipeline today — has anyone come back?”
Read up, then write
“Read me Reliant Plumbing — why them, who to write to, and what they run.”
Put prospects on the board
“Put the enriched plumbers from my Austin list on the agency pipeline.”
Keep the record straight
“They said yes — mark Reliant Plumbing won, and note the intro call is Thursday.”
Open the board and write the first one.
Every prospect you send over arrives with its research, its people and its report — open one and start writing.