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Industry · Agencies

BD, AM, and delivery — without losing the thread.

From cold outbound through retainer renewals, keep client work and new business in lockstep. Built for creative, dev, marketing, and consulting shops.

The work

Where agencies teams lose hours every week.

BD vs delivery, fighting for the same time

The senior who closes is the same one who delivers. Pipeline goes cold the week the project ramps.

Retainers that quietly drift to break-even

Scope creep happens deal by deal. By Q4 the margin's gone.

How prodash helps

Built around the way agencies actually runs.

Client pipelines + delivery handoffs

Closed-won kicks off scope, kickoff, and the channel where work happens.

Retainer health & utilization

Hours, scope creep, and renewal risk on every account.

Workflow templates

The flows we'd set up on day one.

1Proposal → Kickoff
Trigger
Deal closed
Outcome
Statement of work fires, client portal goes live, and the kickoff is on the calendar.

Ready to see prodash in your agencies stack?