Track every pitch from first look to won.
Deals follows each prospect from Radar to signed, with the Score, the deck and every touch in one place. When a deal is won, the client is set up in a click.
Sample agency and clients. Every name and figure on screen is made up.
Deals is the RocMode for Agencies new-business pipeline: every prospect carries its Score, deck and touches from first look to won, and a won deal becomes a client with its BrandGraph already started.
Three things to notice on Deals.
Sample agency and clients. Every name and figure on screen is made up.
Friday review takes ten minutes. Every card shows the prospect’s Score and the next step. A won deal moves to clients, and everything learned while pitching is already in its BrandGraph.
A spreadsheet of deals nobody updates.
A pipeline that updates itself as you work.
Three steps. A person approves the last one.
Add a deal from Radar, a Score or by hand
Move it through your stages
Won? It becomes a client with its BrandGraph already started
Deals works on Bought.
Every feature in RocMode for Agencies lifts one stage of the Selection Ladder, the seven things that must hold for a buyer to choose a business.
Find the prospects who are losing, open with their Score, pitch in days.
What agencies ask about Deals.
Also in the product: Radar.
Does it replace my CRM?
For new business, it can. If you run HubSpot for the agency, keep it. Deals is built around Scores and pitches.
What happens when we win?
The prospect becomes a client. Everything you learned while pitching is already in its BrandGraph.
Can I see win rates?
Yes, by service, by source and by who pitched.
