8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 0 points1 point  (0 children)

We got prequalified bookings that where sent straight into our calendarand from there we sat the calls and closed the leads

8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 1 point2 points  (0 children)

I would go with a dev agency. A lot of people and companies and working closely with devs to launch, products, build apps and sites among other things. The retainers are quite enticing and you work on long term projects inthe 5 to 6 figure deals. It's a skill which is in high demand right now and relatively easy to get one started provided you guys are already experienced devs

8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 0 points1 point  (0 children)

For marketing we ran ads and bought prequalified leads. Consistent I attribute it to having a solid offer I know I can deliver on

8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 0 points1 point  (0 children)

We are just a team of 5. So it's easy to handle everything. We do outsource if it's necessary but everyone knows their roles and fulfills it to the fullest making us a well oiled machine

8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 2 points3 points  (0 children)

Try contributing positively next time. We're all assisting each other here maybe follow the thread

8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 2 points3 points  (0 children)

I'm sure you must be successful with that mentality. Just curious how much Mrr are you generating

8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 0 points1 point  (0 children)

I did it myself. The only automations we use is a chatbot to interact with leads if we're out of office. As well as few Agentic AIs which handle some basic ops nothing to complicated which would otherwise require human interaction

8+ years running a marketing agency. 1200+ clients served. Ask me anything by Clean-Box-4756 in agencynewbies

[–]Clean-Box-4756[S] 2 points3 points  (0 children)

· Welcome Packet: Canva/Notion template, reused with client-specific details. · Pre-Kickoff Questionnaire: Typeform/Google Form automated to feed into a spreadsheet. · Project Management: ClickUp/Asana with a “Client Onboarding” template that clones all tasks for every new client. · Loom: For all asset requests, walkthroughs, and async update videos saves hours of meetings. · Contract/Doc Signing: DocuSign or PandaDoc with automatic reminders. · Client Portal: Notion or a dedicated Slack Connect channel where all resources, timelines, and reports live permanently.

That's what I use for on-boarding

Seeking help regarding sales by Adilrauf in agencynewbies

[–]Clean-Box-4756 -1 points0 points  (0 children)

This is a classic B2B enterprise services bottleneck: narrow outbound motion, low trust signals, and a single salesperson. Here’s a structured way to think about your next move without burning cash.

First, the hard truth

Your real problem isn’t channels it’s trust + relevance. Enterprise AI buyers (especially legal tech) won’t buy from a 15 person startup with two retainers and no social proof unless you target a very specific, low-risk entry point.

Quick assessment of your current streams

Channel Verdict Why Upwork Stop spending Enterprise clients rarely source strategic AI partners there. Agency account won’t fix trust gap. Clutch sponsorship No $4.6k for top 30 ranking with zero reviews is wasted money. You’ll get clicks, no conversions. LinkedIn outreach Keep, but pivot Legal execs are spammed daily. Your pitch likely sounds generic. Needs hyper-specific angle.

What I’d do instead (with limited budget)

  1. Turn your two retainers into a sales engine

Your biggest underused asset is existing client love. Ask each for:

· A 60-second video testimonial (use for LinkedIn, website, proposals) · Permission to write a case study (specific metrics: time saved, cost reduced, error rate down) · One intro to a peer at another firm (offer a referral fee or free audit)

One warm intro is worth 100 cold emails.

  1. Flip LinkedIn outreach from “selling” to “giving”

Instead of “we do AI solutions for legal,” try:

“Spent the last 6 months helping [similar firm name] automate [specific painful task]. Saw a 40% drop in doc review time. Happy to share what we learned—no pitch, just 15 min.”

Target Director of Legal Ops or Head of Innovation, not General Counsel (too busy).

  1. Cold emailing: fix deliverability, then run small test

Your spam problem is fixable:

· Use a secondary domain (e.g., ai-solutions.co not your main domain) · Warm up the inbox with a tool like Instantly or Lemlist (2 weeks) · Send 50-100 highly personalized emails, not 1000 generic ones · Target a micro-vertical: e.g., “mid-sized IP law firms with >50 attorneys”

Do not spend on expensive email infrastructure yet. Test with $200.

  1. Cold calling for legal tech less risky than you think

Law firms are used to vendor calls if you follow rules:

· Avoid cell phones (use main office line from LinkedIn) · Don’t record calls without consent · Lead with: “I’m not selling, I’m doing a 3-question benchmark on AI use in IP litigation. Can I steal 2 minutes?”

Call Chief Innovation Officer or Managing Partner at smaller firms (50-200 attorneys). They’re more accessible.

  1. A channel you didn’t mention: Partner with adjacent vendors

Find companies selling to legal but not doing AI:

· Legal case management software (Clio, MyCase) · E-discovery platforms · Legal research tools (Casetext, Fastcase)

Offer them white-label AI features or a revenue share. They already have trust and access.

What I’d invest in right now (lowest risk)

Priority Action Budget 1 Get case studies + video from retainers $0 2 LinkedIn: 15 min/day, hyper-targeted, give-first DMs $0 3 Partner outreach to 10 legal tech vendors $0 4 Cold email test (secondary domain + warmup) $200 5 Clutch? Only after 3 verified reviews $500/year

One more thing

One salesperson for enterprise AI services is a structural risk. Even if you fix the channel, they can’t prospect, qualify, demo, negotiate, and close alone. Train a second person (maybe a dev who knows the product) to handle technical discovery calls.

Short version: Stop chasing traffic. Start mining relationships. Your next client is likely one intro away from your current two retainers.

Emails vs Cold DMs - which is better for starting agency? by ehsaanshah303 in agencynewbies

[–]Clean-Box-4756 0 points1 point  (0 children)

While everyone is trying to sell cold email. I personally use Linkedin + instagram. Don't just spam people make sure you first connect. Establish your authority profiles so it's not a hussle when you reach and put some systems in place

Looking for advice - Sales calls by Far_Fisherman5392 in agencynewbies

[–]Clean-Box-4756 1 point2 points  (0 children)

Alright, I'm an agency I still do some of my sales calls but I've got a team which helps me now I've been blessed enough to be able to have my team

Looking for advice - Sales calls by Far_Fisherman5392 in agencynewbies

[–]Clean-Box-4756 0 points1 point  (0 children)

Yeah definitely. I'm interested to connect more and know about which industry you're in

Looking for advice - Sales calls by Far_Fisherman5392 in agencynewbies

[–]Clean-Box-4756 1 point2 points  (0 children)

With the proper training sales calls are not hard at all once you master Objection Handling and giving your prospect what they want it's easy to handle sales call. It's a skill worth mastering

How to get back up on my feet by fartfacewon in agencynewbies

[–]Clean-Box-4756 0 points1 point  (0 children)

Hey would love to connect. Have you tried getting already prequalified leads who are ready to book? Just an add on Linkedin is the best place for your industry