Enquiries and Pitches for Marketing Agencies
A new brand arrives by referral, a DM or an inbound form. Every enquiry is recorded with the channels it wants and the proposal your agency sent back.
What an enquiry holds
Following it up
An enquiry carries a next date and an owner until the brand signs or goes quiet. Meeting notes, the questions a prospect raised about scope and any revised fee basis are added as talks move along. A won enquiry becomes a retainer record without the brand details being typed again.
Who works in it
- Founders read every open pitch with its next date
- Account managers add notes against the brands they pitched
- The finance person sees which proposals turned into retainers
- New business leads see enquiry sources over a quarter
What this module leaves out
Decks and proposal documents are written outside the system and linked to the enquiry. No revenue forecast is produced here. Whether a discount may be offered, and by whom, is a call the partners make between themselves. A prospect who stops replying is closed with a reason.
Frequently asked questions
Can referral sources be reported on?
Yes. Enquiries are counted by the source you tag them with, so referrals, DMs and website forms can be compared over any period.
Does a lost pitch stay on record?
Yes. The reason it was lost is recorded, and the brand can be reopened later if it comes back to the agency.
Who can see the fee quoted in a proposal?
Founders and whoever you allow. Many agencies keep quoted fees away from the creative team, and that choice is made while setting up.
Is there a form on our website that feeds this?
A form can be wired in. The website it sits on and how the fields map across are confirmed before that work is quoted.
Tell us what you need.
Send a short brief and one of our engineers will come back to you within one business day.
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