Track pitches, proposals, and retainers won in a pipeline shaped like agency new business actually works. Describe your services and typical engagement size to Taskade Genesis and it generates the workspace: pitch-to-retainer stages, a proposal tracker, and a win log that shows which offers convert.
What Is an Agency New Business Pipeline?
An agency new business pipeline tracks prospective clients through the stages agencies actually use — lead, pitch, proposal, negotiation, retainer won — with each deal linked to its proposal, scope, and decision maker, so the growth lead sees the whole book of new business in one board.
Why Use an Agency New Business Pipeline?
- Pitch-to-retainer stages: built for pitches and proposals, not generic "qualified/unqualified" labels.
- Proposal tracker: every proposal carries its status — drafted, sent, viewed, signed — next to the deal it belongs to.
- Win log: closed engagements are logged with offer type and value, so you learn which packages sell.
- Deals linked to clients: each prospect connects to contacts and scope docs via connected projects.
- Follow-ups fire themselves: a proposal sits unanswered past your threshold and a nudge task appears via automations.
How To Use This Agency Pipeline Generator
- Open Taskade Genesis and describe your services, stages, and typical retainer size.
- Generate the pipeline, then customize the project with your proposal fields.
- Add live pitches to the board and link each one to its proposal.
- Set triggers for proposal follow-ups and pitch-day reminders.
- Review the win log monthly to sharpen your offers.
Pair it with the sales proposal generator, or hand new clients a branded client portal after the win.
