Your strategy deserves a machine.
Dashboards, CRM, automation and AI workflows, built around how your agency actually wins work. So the plan gets done every week instead of sitting in a folder.
Where good plans stall.
Most agencies can write a decent new business plan. Running it every week, with a busy team and no time, is where it falls apart.
- A
The playbook gets written. Then it sits in a folder.
Nobody has the tools or the rhythm to run it, so by week three everyone is back to the old way.
- B
Nobody trusts the pipeline.
Deals live in inboxes and people's heads. The forecast is a guess, so the weekly meeting turns into a catch-up.
- C
Everyone's trying AI. Nobody's shown them how.
A few people use it on the side. Nothing is shared, nothing is safe to scale, and new business sees none of the benefit.
Strategy sets the direction. Systems make it happen every week.
I build the tools around how your agency wins work, then set up the rhythm that keeps your team using them.
Four parts. One machine.
Each one is built to fit the way your agency sells, using the tools you already pay for where they do the job.
- 01
Pipeline dashboards
One view of what's coming in, what's stuck and what it takes to hit the number.
For exampleBespoke dashboards, weekly scorecards and revenue forecasts
- 02
A CRM that gets used
HubSpot, or whatever you already have, set up around your sales process rather than the default one.
For examplePipeline stages, lead scoring, nurture sequences and clean data
- 03
AI in the workflow
Practical AI your team uses on new business every week, on real prospects.
For exampleProspect research, account briefs, outreach drafts, proposal first drafts and call summaries
- 04
Lead tools
Things on your site and in your outreach that bring the right prospects to you.
For exampleDiagnostics, calculators, scored reports and personalised follow-up
The whole pipeline, at a glance.
The kind of dashboard I build. The numbers come straight from your CRM, with an AI read-out of what needs attention this week.
Pipeline by stage
This week's read-outPipeline is up 18% on last month, mostly from outbound in the two priority sectors. Two proposals over £60k have had no contact for 14 days. A follow-up has been drafted for each.
- Send the two drafted proposal follow-ups
- Book the pitch rehearsal for Thursday
- Move six cold leads into the nurture sequence
The agency and figures above are illustrative examples.
I run on my own systems.
My own new business runs on the same kind of tools I build for clients. You can try one of them on this site in five minutes.
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On this site
The New Business Health Check
24 questions and a scored report, emailed as a PDF. Every completed check lands in my pipeline with its score.
Take the health check → -
Behind the scenes
A prospecting dashboard
Enquiries, scores and prospect lists in one place, with one click to move an enquiry into the pipeline.
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In the browser
A LinkedIn plugin
From a LinkedIn profile to a contact record with a work email, in one click.
None of these came off the shelf. Each one was built around how I find and win work, which is exactly how I'd build yours.
AI your team actually uses.
Tools only help if people pick them up. So every build comes with hands-on sessions for the people who run new business.
- Who's in the roomYour new business team
Founders, account leads and whoever owns the pipeline day to day.
- FormatWorking sessions
Use cases picked from your own pipeline and practised on real prospects.
- GuardrailsClear rules
What data goes where, what a person checks, and what never leaves the building.
- You keepA workflow library
Prompts, templates and step-by-step workflows your team can reuse and improve.
Find the gaps. Set the plan. Make it run.
Systems work is the core of The New Business Engine. If your strategy is already in place, it can start on its own.
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Find the gaps
The New Business Audit
An honest look at your pipeline, wins, assets and tools, including the MarTech you already pay for.
See the approach → -
Set the plan
The Growth Playbook
Who you go after, the numbers it takes, how you show up, and six months of activity.
See the approach → -
Make it run
Growth systems and AI
The dashboards, CRM, workflows and team skills that turn the plan into a weekly habit.