Dente for agencies

I follow new business while your team serves clients.

A proposal can sit for days while people are in delivery meetings, reviewing work, and answering client questions. I keep the deal in view and make the next move.

The agency workflow

Client work gets urgent. New business still needs an owner.

I work with the person who sent the proposal. I read the last call, the scope, and the account history before I send anything. When a reply comes in, I hand it back with the context attached.

A proposal goes quiet.

The CRM still says the deal is open, but the prospect has not replied and the owner has moved on to delivery work.

I send the follow-up.

I use the scope and notes to ask about the issue the prospect said they needed to solve. The email comes from the team, with a reason to respond.

The owner gets the reply.

I update the record and tag the right person in Slack. If the prospect wants time, I put the meeting on the calendar.

Illustrative agency scenario

A prospect asks for a proposal, then goes quiet.

Maya sends a scope for a website project on Friday. On Tuesday, I see that there has been no reply. I read the discovery notes, send a follow-up about the launch date they discussed, and post the result in the team channel.