Built for Marketing and creative agencies
Marketing and creative agencies
Book Scoping Call appointments, capture Project Type and Monthly Budget on intake, and follow up on a 180-day recall cadence - configured for marketing and creative agencies, not adapted from someone else’s.
What this pack does on day one
- Scoping Call booking, confirmed and reminded automatically
- Recall outreach 180 days after the last visit
- A deal untouched for 30 days is flagged as stale
- Project Type captured on every new contact
Fields your team sees on every contact
- Project Type
- Monthly Budget
Booking types
- Scoping Call
Follow-up cadence, as configured
Recall outreach goes out 180 days after the last visit. A deal untouched for 30 days is flagged as stale.
Pipeline language
- Scoping Call Complete
- Statement of Work Sent
- Engagement Signed
- Not Awarded
Messaging posture
Email-first outreach. This pack does not include texting, and the platform will not send a text on its behalf.
Consent is recorded per contact and per channel, and a message the platform is not permitted to send is refused before it reaches a vendor. How the compliance gate works.
Proof
No customer quote for this vertical is published yet. The proof on this page is the configuration itself: real field names, real booking types, real cadence numbers.
Questions this pack gets asked
Where does “Project Type” live?
It is a custom field on every contact in this pack, captured on intake and readable by the pipeline, the inbox and automations. The full set here is Project Type and Monthly Budget.
What is a “Scoping Call”?
The booking type this pack ships with. It has its own availability, confirmation and reminder sequence, and the pipeline stage language around it is Scoping Call Complete, Statement of Work Sent, Engagement Signed and Not Awarded.
Which stage names will my team see?
The stages read Scoping Call Complete, Statement of Work Sent, Engagement Signed and Not Awarded - the same pipeline the platform runs for every vertical, with the labels this pack uses.
Is this a compliance certification?
No. The platform is tooling that records consent and refuses what it is not permitted to send; it is not legal advice and not a certification. The terms say so in as many words.
Book a demo for Marketing and creative agencies
Thirty minutes, on your calendar, with this pack loaded.