🎨 Marketing Agency Edition
The Commercial OS for agencies that live on retainers
Win new business, keep clients healthy and grow recurring revenue — with an AI assistant that speaks pitch decks, scopes and campaign outcomes.
A pipeline that speaks your trade
Default marketing agency flow — every stage keeps real win probabilities, forecasting and analytics underneath.
4 pipeline templates, ready on day one
Retainer Clients
Discovery → Marketing Audit → Strategy Workshop → Proposal → Contract
Performance Marketing
Discovery → Marketing Audit → Proposal
Branding Projects
Discovery → Strategy Workshop → Creative Pitch → Contract
One-Off Projects
Lead Qualification → Discovery → Proposal
Managers can clone, rename and re-gate any of these in the Pipeline Builder — no code, engine intact.
Delivery starts itself when you win
Campaign kickoff
- · Kickoff & goal-setting call with the client
- · Access & tracking setup (ad accounts, analytics, pixels)
- · Audience & creative brief approved
- + 3 more tasks
Creative production
- · Creative brief signed off
- · Concepts & moodboards review
- · First draft delivered
- + 2 more tasks
Monthly reporting
- · Collect performance data & insights
- · Prepare monthly performance report
- · Send report & schedule review call
- + 2 more tasks
Won retainers auto-create the kickoff project with scheduled tasks — one-off wins get the production plan.
What breaks today
- ✕New-business pipeline lives in one partner's head, not a system
- ✕Retainers churn quietly because client health is invisible
- ✕Proposals take days of copy-paste from old decks
- ✕Follow-ups die after the pitch — nobody owns the chase
How this edition runs it
- ✓Prospect → Discovery → Pitch → Scoping → Proposal → Retainer Won
- ✓Won retainers auto-create delivery projects with kickoff tasks
- ✓Client health flags on every engagement — idle alerts before churn
- ✓Recurring-revenue view: retainer value tracked like MRR
AI that knows the business
- ✨ "Pitched Nile Fashion yesterday, they want a social retainer at 40k/mo — proposal by Sunday" → deal updated, task set, note captured
- ✨ Proposal drafts that emphasize deliverables, campaign outcomes and reporting cadence
- ✨ Daily briefing: which pitches need a follow-up, which clients went quiet
The numbers on the dashboard
See it
🎨 Product screenshots coming here — try the live demo meanwhile.
Open the demo workspace →Be an early partner
We're onboarding a first group of marketing agency teams in Egypt and Saudi Arabia. Early partners get hands-on setup, direct input on the roadmap, and founding pricing.
Talk to us →