AI by industry · Marketing agencies
A client and pipeline dashboard for marketing agencies
A good dashboard for a marketing agency shows the sales pipeline, active retainers and their renewal dates, what is due this week, which approvals are stuck and which client accounts show signs of risk. It pulls from your email, calendar, project tool and billing so the picture stays current without manual updating.
Map your agency: see what could run on its own
Enter your website. The Brain reads it and shows every step of your marketing agency that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Pipeline and renewals together
New leads, proposals out and retainers coming up for renewal belong on the same screen. Renewals are revenue, and a reminder sixty days out gives you time to prove value or fix a problem.
Delivery at a glance
Which deliverables are due, who has them and which are waiting on a client. Stuck approvals show up in red with the days waiting.
Scope creep also shows here, when the hours on an account run beyond what the retainer covers.
Signs an account is slipping
A client who stops replying, skips a call or complains about reports is a risk. The dashboard can flag a quiet account so someone reaches out before the cancellation email arrives.
Picture this
Examples of what it can look like in a marketing agency. Illustrations, not clients.
On Monday, you see two retainers renewing next month, three proposals quiet for two weeks and one client who has not approved anything in three weeks.
A retainer account shows more hours worked than the plan covers, so you raise scope with the client before it becomes a dispute.
A lead source column shows that referrals bring the best-fit clients, so you ask three happy clients for introductions.
Map your agency in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your marketing agency that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Questions
We already use a project tool. Do we need more?
Maybe not. A dashboard can read from it and your other tools, and show the picture in one place.
How long does a build take?
A first version takes about a month, at a fixed price in writing. Accounts and data stay yours.
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What Westward builds for this
A dashboard that runs itself in similar businesses