Glossary

Agency operating system

One platform that runs an agency's sales, proposals, delivery, marketing and client reporting in a shared record.

The idea is to replace a spread of separate tools with a single system where a lead becomes a proposal, a proposal becomes a project and the project produces reports. The benefit is that the same client details are not typed twice. The test of such a system is whether information carries forward without rework.

Founding agencies, by invitation

Per seat, set with each agency. We reply within a working day.

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