AI-Agents for Sales Operations in Advertising and Marketing working with monday.com
Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Track open agency deals by stage for the weekly new business review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsShape campaign requests into proposals with approved services and fees.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsPrepare a ranked prospect list for agency new business outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
12 toolsSend prepared agency prospect emails and record who responds.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
12 toolsLog leads from client ad campaigns for follow-up review.
Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.
19 toolsMatch approved client prospect emails to send results and surface gaps.
Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.
15 toolsShape agency pitch subjects around each prospect's role.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
16 toolsRefresh agency prospect lists as client decision-makers change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
9 toolsMove verified brand contacts into agency outreach and flag repeats.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsFind prospective client companies in new sectors with contacts to review.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
11 toolsScreen campaign contacts before adding them to an agency's prospect list.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
9 toolsFind businesses that fit the agency's client profile, with source links.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
9 tools
