Industries

Marketing and advertising agenciesNew clients through prospecting and referrals; proposals, contracts and reports with fewer account hours.

An agency sells results to everyone else and neglects its own: its prospecting, its proposals and its collections. The system runs the agency's business development and, for its clients, delivers the reports and follow up that today eat account hours.

What it covers

Every front, run to the same standard.

1

Business development

Prospecting marketing directors and owners, validated against your ideal client profile.

2

Proposals and contracts

A quote by service and by retainer, with an electronic signature contract.

3

Account operation

Social Manager, campaigns and reports for your clients, under your brand.

4

Retainer collections

Reminders and follow up without wearing down the relationship.

What you get

Results, not one more tool.

A pipeline of your own

The agency prospects too.

Proposals in minutes

With your catalog and your tone.

Fewer account hours

Reports and follow up run for you.

Retainers collected

On time and on the record.

How it runs

We take it on. Here is how.

123
01One session

Discovery

Services, retainers, ideal client profile and active accounts.

02In days

Configuration

Stages, catalog, contracts and reports per client.

03Every week

Operation

Prospecting, proposals, accounts and collections.

For leadership

What changes, in three numbers.

Your own
business development, run for you.
Per account
reports and follow up under your brand.
Retainer
collected without friction.
Questions from leadership

What usually comes up before deciding.

Can I run my clients' accounts?

Yes: each client can have its own space under its own brand, and you administer it.

Does it compete with my agency?

No. OMB AES is the infrastructure; the criteria and the relationship are yours.

Prospecting through LinkedIn?

Profile by profile, with validation and no blind volume.

Combinations that add up

With Marketing and advertising agencies, this goes further.

No piece works alone. Three combinations that add up with what you just read, and why.

Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.

You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.

See all use cases →  ·  See all 50 industries →

Your business deserves to run
at peak performance.

Schedule a discovery session with your Account Director. Proposal in 24 hours.

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ES
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Companies running OMB Cloud AES globally

Setup in hours · Zero consultants · Operating from your first login