Operational clarity for busy founders
Lead with speed and accountability. Agencies can show that every lead has a next step and a measurable owner.
Segment playbook
Outbound prospecting workflow for Marketing Agency teams
Agencies win when outreach is consistent across accounts. Use ProspectB2B to keep client-fit lead lists tight, track who owns each follow-up, and stop the weekly scramble for context.
Where outreach fails
What typically breaks in outbound for Marketing Agency
This is where teams waste outreach: data is stale, validation is skipped, and follow-ups don’t match real buying cycles.
- Leads get pulled from multiple sources without a shared validation checklist.
- Account notes live in inboxes, so handoffs between team members drop details.
- Cadences drift when each client demands a different tone and timing.
- Reporting is done after the fact, making it hard to adjust quickly.
Weekly execution
A simple workflow that holds up weekly
Use this day to day: validate leads, keep data clean, and only run cadences that protect your team from wasted outreach.
- Capture target accounts with a required “client-fit” field and clear owner.
- Assign a cadence per client and keep the sequence steps visible to the team.
- Move opportunities through Kanban stages tied to client reporting.
- Export weekly summaries for clients without copying from spreadsheets.
Messaging angles
Messaging angles that stay relevant
Performance audits without finger-pointing
Position your outreach as a repeatable system, not a one-off campaign. It keeps reviews focused on signal, not blame.
Proof of clean data
Mention verification steps and list hygiene. Clients want to know their outreach lists are accurate and compliant.
Lead validation
Lead validation checklist for Marketing Agency
- Confirm the company matches the client’s industry focus and deal size.
- Verify decision-maker role on LinkedIn or the company site.
- Check for active contact channels and recent activity.
- Remove duplicates and tag accounts already worked by other teams.
Cadence example
Example mini-cadence
Keep touches concise and tied to timing. Adjust if the buyer responds.
- Day 1: Short intro + client outcome snapshot.
- Day 3: Follow-up with a specific case study or campaign result.
- Day 7: Offer a quick audit or teardown.
- Day 10: Close the loop and ask if timing is better next quarter.
Kanban tracking
What to track in Kanban
- New
- Qualified
- In cadence
- Client review
- Won
- Closed
Next steps
Keep the workflow connected
Use these pages to align product context, pricing, and trust signals.
Product overview
See how lead capture, cadences, and Kanban CRM fit together.
ProductPricing
Review the plan details and how pricing scales with lead volume.
PricingStart free trial
Spin up a workspace and test the workflow with a small list.
Start free trialExplore directories
Use directory hubs for quick market research when building lists.
FAQ
Questions from Marketing Agency teams
How do agencies keep outreach aligned with multiple clients?
Create client-specific cadences and required fields for positioning so every rep follows the same playbook.
What fields should be mandatory for agency lead capture?
Industry, decision-maker role, current vendor status, and the client line-of-business tag.
How can we prevent duplicate outreach across client teams?
Use a single lead record with clear ownership and a shared “last touch” field.
Do agencies need separate pipelines per client?
Often yes. Separate Kanban views keep reporting clean while still using the same core workflow.
What is a safe cadence length for agency outreach?
Keep it tight—4 touches over 10–14 days usually keeps attention without burnout.
How do we show list hygiene to clients?
Export weekly summaries that include validation checks, removals, and duplicate counts.
Ready to test the workflow?
Start with a small list and build from there
Stay focused on clean data, clear ownership, and predictable cadences.