Guides
6 guides on agencies. Practical writing from the team building Atlas, useful whether or not you buy anything.
An agency lives or dies on the flow from pitch to paid. This guide covers the software that runs client work and how to keep sales, delivery, and billing connected.
An agency does not lose money on the work. It loses money in the gaps between selling the work, scoping it, delivering it, and billing for it. One work OS closes those gaps.
For an agency, the money leaks in the handoffs (pitch to contract, contract to kickoff, kickoff to invoice) and a CRM that only tracks the sale leaves every one of those gaps open.
Every agency I have met assumes growth means more software. The good ones discover it is the opposite, usually after a painful renewal season.
Agencies do not have a sales problem and a delivery problem. They have one relationship that flows from pitch to project to renewal, and most CRMs only understand the first part.
For agencies, every tool boundary is a place margin leaks. Here is the pitch-to-paid lifecycle on a single record.
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