Can my clients log in?
Yes. On Agency Pro, clients use email codes to enter their own hubs. They see posts, SEO, reviews and reports, send requests and never see other clients.
FOR MARKETING AGENCIES
Keep agency sales moving between client deadlines
Find local prospects, check their sites and give every conversation a next step. Keep your agency’s sales moving between client deadlines.
Free plan. No card needed. No expiry.
MARKET SCAN
auto repair in Madison, WI
BusinessFound inSiteFit
Willow Bend AutoClear service pages4 of 4 searchesB41
Juniper Lane GarageNo booking link found4 of 4 searchesD89
Lakepath MotorsReviews not on site3 of 4 searchesC72
Copper Wrench RepairHomepage response is slow3 of 4 searchesF78
Best lead: Juniper Lane GarageFound by customers, let down by the site
- Team: 10
- people with managers and contests included
- 30 clients
- each with its own hub on Agency Pro
- White label
- your app name, logo and colour on Agency Pro
01 /THE FOUNDER’S INBOX
Keep prospects out of the inbox pile
You sell websites, SEO, ads and social. A proposal on Monday becomes a client landing-page fix on Tuesday. The garage owner’s callback slips behind approvals.
‘Interested’ in a lead sheet misses the story. Did the owner want more bookings, a website or help understanding ads? A new salesperson needs that context.
Keep the starting finding, owner’s words and next task together. Offer one clear piece of work instead of sending the full service menu.
Your week with Attunr
- 01
Monday: choose a local market
Scan a trade and town your agency knows. Read the site grades and save businesses worth checking, with a reason for each call.
- 02
Tuesday: check, call and pitch
Read the before-you-call card. Use your own phone or calling app, save the outcome and send a pitch with suggested fixes and relevant work examples.
- 03
Wednesday: work the next actions
Today shows due calls, tasks and meetings. Paid sequences send through connected mailboxes after you enable sending. Reps do other steps; detected replies stop the emails.
- 04
Friday: write the agreement
Review opportunities awaiting decisions. Build proposals from your scope and price list, separating project and monthly work. Online signing moves the linked opportunity to won.
03 /AFTER THE SALE
Continue with clients on Agency Pro
Agency Pro includes everything in Team, including prospecting, follow-ups, managers, contests and marketing. It covers up to 10 people and 30 clients, each with its own hub and records.
Clients see posts, SEO, reviews and reports, and send requests. White label adds your app name, logo and colour across the app, client workspaces and hubs.
Use your own web addresses, with security certificates set up for you. Invites, reports and hub emails use your mailbox, with no “powered by” line.
Pipeline
Board
BoardListToday
Ashbrook Cycle RepairWebsite refresh
Meadowgate DentalLocal SEO scope
Copperleaf FloristMonthly marketing
04 /A USEFUL FIRST MESSAGE
Give the owner one useful finding
Juniper Lane Garage in Madison may need several services in this made-up example. Start with the booking link your check couldn’t find.
Ask how drivers arrange repairs after the desk closes. Learn what happens at the garage before discussing packages.
Send a pitch page with the finding and available phone screenshots. Add work samples for matching examples, and check uncertainty before calling anything a problem.
FIELDNOTE MARKETINGFor Juniper Lane GarageMade for Ellis
Gauto repair madison wiPage 2
Home | About | Services | Gallery | Contact
Madison’s neighbourhood garage1Call 608-555-0136
Welcome to our website! We are a family owned business serving the greater area.
2★★★★★ 4.5 (38 reviews)
BrakesDiagnosticsOil changes
© 2016 Juniper Lane. All Rights Reserved.
What we’d fix first
- 1Make booking easy to find
- 2Show reviews beside services
- 3Add a clear phone link
Pick a timeCall me instead
J
Your page for Juniper Lane Garage was openedread 61%
05 /SHARE THE SELLING
Share the selling with your team
Team and Scale managers assign leads, set tasks and handle permitted handoffs within their teams. Protected lead rules limit ordinary reps to their own leads and allowed handoffs.
Only the owner can use View as to preview a teammate’s app. Agency Pro includes these Team features too.
Turn on the leaderboard when a shared race helps. Compare conversations, meetings or sales using recorded events and contest settings.
TEAM RACE
Example week
- 1M126MinaLeadingTwo meetings held
- 2T109TheoA proposal signed
- 3A94AriA handoff assist
- 4J73JoNew conversations
Keep your agency’s sales together
01
Find local businesses
Search by service and town for a graded website sample. Review findings and choose where your agency has a useful reason to call.
02
Call context
Read public site facts and save call notes. Record whether the owner asked about a project, monthly service or later conversation.
03
Shared templates
Share useful openers and follow-ups with the workspace. Teammates can use them, while each template’s owner controls edits.
04
A retainer pipeline
Track opportunities from research through proposal and won. Link business records to specific sales rather than making every contact a deal.
05
A delivery handoff
Use signed scope and saved notes to plan delivery. Webhooks send supported CRM events to outside tools that accept the data.
06
Your agency’s marketing
Team and Scale support connected channels and post formats, SEO checks and scheduled own-brand reports. Reports need a connected sender; Agency Pro includes Team’s tools.
Choose by people and responsibilities
Free includes one person, Starter three, Team ten and Scale thirty. Each has one account price and one workspace; Team and Scale include managers and contests.
Agency Pro adds client hubs and white label for up to 10 people and 30 clients. It costs 349 US dollars monthly, or 244 a month billed yearly.
Give your next prospect a next step
Start free with no card. Try a scan, site check and pitch before moving your sales routine over.
QUESTIONSQ1 Q2 Q3 Q4 Q5 Q6
Good to know
What should a marketing agency look for in a CRM?
Check how it supports your sales: finding prospects, keeping conversations together, assigning follow-ups and turning agreed scope into signed proposals.
Is this for agency sales or client campaign delivery?
Sales plans help win your own clients. Agency Pro adds branded hubs for client posts, SEO, reviews, reports and requests. Use specialist tools where needed.
Can we import our lead spreadsheet?
Yes. Import a supported file or paste a table, then map columns and review duplicates and owners. Saved leads count toward plan limits.
Does Starter include sales managers?
Starter includes three people but no managers or contests. Team and Scale include those features, as does Agency Pro through Team.
Can we send project and retainer proposals?
Yes. Add your scope and custom lines with one-time or monthly amounts. Prospects sign online; use your own tools for billing.
START FREE
Start with the businesses near you
Run a free market scan and see which local sites need help. No card needed.
Free plan. No card needed. No expiry.