Part of our Sales agents
AI agents for sales teams in marketing agencies
Actionist is an AI automation tool whose agents operate the apps your marketing agency sales team already uses, from rebuilding a proposal from last pitch's doc to a scoped SOW drafted from the discovery call notes.
Business development teams at marketing agencies get back the hours lost to RFP triage, discovery prep, and proposal drafting.
AI Employees for Marketing Agency Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Every RFP and brief triaged fastInbound briefs and RFPs are scored against your ideal client profile within about a minute.
- Discovery calls walk in preppedEach prospect's site, socials, and current agency land in a brief before every seat is booked.
- Proposals draft from the deal recordScope, deliverables, and pricing pull from discovery notes and the rate card, case studies attached.
- Pipeline stays true to realityEvery prospect's stage, next step, and win odds stay current, so Monday's report is not rebuilt from memory.
- No warm prospect goes quiet unnoticedA stalled thread gets its next touch drafted the day it cools, and lost pitches get a quarterly win-back pass.
- Built around how your agency pitchesThese are examples of what a new-business agent can do. Build a custom agent for your own pitch process.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Marketing Agency Sales team's day.
Where the hours go
Inbound briefs and RFPs pile up in a shared inbox where nobody is sure who has already replied, so a promising prospect with real budget waits two days for a first response while a faster-moving pitch team calls back the same day.
An agent reads every inbound brief the moment it lands, scores it against the agency's ideal client profile, and drafts a same-day first reply for approval, so no live prospect goes cold in a shared inbox.
Every proposal gets rebuilt from whichever old SOW someone can find on a laptop, with the pricing re-keyed line by line and a previous client's name still buried in a header from the last edit.
An agent drafts the proposal from the discovery notes and the current rate card, pulls in the case studies that match this prospect's vertical, and queues the SOW for a partner's sign-off before it risks going out with the wrong name on it.
The new business pipeline is only as current as the last time someone remembered to update it after a call, so the Monday forecast is really a guess about which prospects are still actually warm.
An agent updates each prospect's stage, next step, and notes the same day a call happens, so the pipeline reflects real activity and Monday's forecast is built on what happened, not on memory.
Researching a prospect's current agency and market position before a pitch means someone spends an evening scrolling LinkedIn and the prospect's own case study page, research that rarely survives past the one pitch it was built for.
An agent researches the prospect's incumbent agency, recent campaigns, and market position ahead of the call, and assembles the case studies that make the strongest argument for this prospect, ready before the discovery brief goes out.
Actionist Will Automate
What one automation looks like
A week with your Marketing Agency Sales agents
Some of the apps for your Marketing Agency Sales team
Some of the marketing agency sales apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales140 min / weekTriaging inbound RFPs and pitch briefs
Someone reads each brief as it lands, guesses whether it fits the agency's sweet spot, and often replies two days later once there is a free hour.
Sales Agent0 minAgent scores and drafts the reply within about a minuteAn agent reads each inbound brief the moment it lands, scores it against the ideal client profile, and drafts a same-day reply queued for approval.
- Sales100 min / weekBuilding the discovery call brief
Someone spends the morning before a call scrolling the prospect's site and socials, then types up notes from memory just before the call starts.
Sales Agent0 minAgent assembles the brief before the call is bookedAn agent researches the prospect's site, socials, and current agency and drops a one-page brief into the deal record before anyone has to ask.
- Sales150 min / weekDrafting the proposal and SOW
Someone opens the last similar deal's document, re-keys the pricing, swaps the client's name, and hopes nothing from the old scope survived the edit.
Sales Agent0 minAgent drafts the proposal from the deal recordAn agent builds the scope and pricing from the discovery notes and the current rate card, attaches matching case studies, and queues it for sign-off.
- Sales90 min / weekKeeping the pipeline current in the CRM
Someone updates deal stages in a batch on Friday afternoon, reconstructing a week's worth of calls from memory and a few scattered notes.
Sales Agent0 minAgent updates the pipeline the day a call happensAn agent updates each deal's stage, next step, and notes the same day the call happens, so the pipeline reflects reality, not Friday's guesswork.
- Sales60 min / weekResearching a prospect's incumbent agency
Someone spends an evening scrolling LinkedIn and case study pages to work out who currently handles the account and what that agency is known for.
Sales Agent0 minAgent researches the incumbent before the pitchAn agent researches the prospect's current agency, recent campaigns, and market position, and drops the findings into the pitch deck ahead of the call.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent touching your pipeline, prospect research, and pitch materials only earns trust if you stay in control. Actionist shows you everything it drafted and holds anything that reaches a prospect for your approval first.
A first reply, a follow-up, or a proposal draft is queued for your review before it reaches a prospect's inbox, unless you widen that autonomy yourself through Approval Modes.
Every deal stage update, note, and logged inquiry is timestamped, so you can see exactly what the agent changed and why, deal by deal.
A proposal's numbers, deliverables, and SOW wording draft for review; nothing quotes a prospect on the agency's behalf without a partner's sign-off.
Everything the agent reads and drafts, from an RFP to a pitch deck, is encrypted and never used to train any model. Self-host on a VPS if it all needs to stay on your infrastructure.
More Marketing & Social Media Agencies teams
More use cases for Marketing Agency Sales teams
Frequently asked questions
Does my agency's sales team need to be technical to use Actionist?
How do I get started with a new business agent for my agency?
How do I make customised AI agents for how our agency actually pitches?
How quickly can I set up an RFP triage and pipeline agent?
Where does our prospect and pipeline data live, and is it used to train AI models?
How does an agent research a prospect or update our CRM without an API for every tool?
Will the agent send a reply or a proposal to a prospect without me seeing it first?
Will it write generic proposals that read like every other agency's pitch?
Can it handle an RFP that asks for something outside our usual service scope?
See an agent triage an RFP and draft the reply
Book a free demo and watch an Actionist agent read a new pitch brief, score it against your ideal client profile, and draft the first reply, end to end.