Marketing & Advertising Agency Essentials

An agency's own pipeline matters as much as any client's. Vendi Today gives a marketing or advertising agency the same lead-capture, booking, and follow-up tools you'd set up for a client — pointed at your own business, so new prospects don't slip through while you're heads-down on active campaigns.

Capture inquiries while you're deep in client work

Add a Chat Widget to your website so a visitor reading your case studies can ask about availability or pricing right then. If a call comes in while you're in a client meeting, Missed-Call Text-Back sends an instant reply so the prospect knows you saw it and can grab time on your calendar.

Qualify leads before they hit your calendar

Use an AI assistant to answer the questions you get asked constantly — services offered, typical retainer size, industries you work with — and route serious prospects to a booking calendar for a discovery call. Save your pitch deck link, case studies, and onboarding checklist as Snippets so a complete answer is one click away.

Track prospects through your own pipeline

Set up an opportunity pipeline — Discovery Call Booked → Proposal Sent → Client Signed — so you always know which prospects are close to closing and which proposals have gone quiet and need a nudge.

Bill retainers without chasing payments

Connect Payments to send invoices, collect a deposit before kickoff, or set up recurring billing for ongoing retainer clients, all from the same place you manage the relationship.

Let client results sell your next client

Once a campaign hits a milestone or a client relationship reaches a good checkpoint, send an automated review request. Case studies close deals, but a public review is often what gets a prospect to actually reach out in the first place.

Stay visible between pitches

A recurring newsletter — a client win, an industry insight, an open slot in your roster — keeps past prospects and dormant leads warm until they're ready to sign.

A simple setup order

1. Add a chat widget and turn on missed-call text-back.
2. Set up an AI assistant to pre-qualify and route to your booking calendar.
3. Build a pipeline to track prospects from discovery call to signed client.
4. Connect payments for deposits, invoices, or recurring retainers.
5. Automate review requests at client milestones.
6. Send a recurring newsletter to stay visible between pitches.