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Making connections with the right people
is the key to being successful at new
business.

but charm and a go-getter attitude will only
get you so far.
Creating a new business pipeline that
consistently delivers qualiïŹed leads and new
clients requires momentum, focus, and
strategy.
This isn’t easy.
But there are steps you can take to make
it manageable and even successful.
First, you should determine how
many leads you need to ïŹll your
pipeline to win the amount of new
business to meet your goals.
Relationships, networks, and referrals are the way
you’ve always generated new business.
Relationships, networks, and referrals are the way
you’ve always generated new business.
(this doesn’t have to change)
But if you want to attract new types of clients,
But if you want to attract new types of clients,
larger accounts,
But if you want to attract new types of clients,
larger accounts,
more clients,
But if you want to attract new types of clients,
larger accounts,
more clients,
or more proïŹtable work,
But if you want to attract new types of clients,
larger accounts,
more clients,
or more proïŹtable work,
you need to adjust your approach.
This starts with building a sales
funnel and determining
key metrics.
Once you identify how many clients or how
much revenue you need to generate in new
business, you can back your way up to the top
of your funnel and determine how many
prospects you need to contact in the next year.
To ïŹnd these prospects, gather intel, and
make your job a bit less hectic, we’ve put
together a list of 10 helpful ad agency new
business tools.
Relationship Science is a relationship mapping tool
that shows how a company, place, or list is
connected to another entity – with the end goal of
seeing who can provide you with an introduction.
The List helps new business professionals
ïŹnd the right decision-maker at a brand, and
discover key information about the
company’s media spend and agency
relationship history.
Mirren provides resources and education for
new business professionals to help them pitch,
prospect, and grow their agency.
RSW/US is an outsourced business
development company. Its team helps
agencies build target lists and implement
sales processes.
GageIn’s tool allows you to build company
lists – either manually or by importing ïŹle –
and provides users with social, news, and
competitive information on those companies.
RFPalooza provides access to RFPs. Those
that have a closing date more than one week
away shown to premium members.
Created by AAR Partners agency search
consultancy, Access ConïŹdential provides
executive proïŹles, key company information,
and a sampling of creative work from the
brand.
AdDataExpress is a list building tool for
ïŹnding key contact information at brands.
You can target by the industry, vertical, and
by if the brand is doing their work in-house.
Created by HubSpot, Sidekick is an email tool
for new business professionals that lets you see
who has opened your emails, schedule
messages, and view information such as
professional history, social proïŹles, and mutual
contacts from your email client.
Mintel is a leading source for market
intelligence and consumer data. The company
provides competitive analysis, product
development and innovation research, industry-
speciïŹc reports, and much more.
Stay up-to-date on agency
news, tips, and tricks.
SUBSCRIBE TO HUBSPOT’S
AGENCY BLOG
New Business Tools & Resources for Marketing Agencies

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New Business Tools & Resources for Marketing Agencies

  • 1.
  • 2. Making connections with the right people is the key to being successful at new business.
  • 3. 
but charm and a go-getter attitude will only get you so far.
  • 4. Creating a new business pipeline that consistently delivers qualiïŹed leads and new clients requires momentum, focus, and strategy.
  • 6. But there are steps you can take to make it manageable and even successful.
  • 7. First, you should determine how many leads you need to ïŹll your pipeline to win the amount of new business to meet your goals.
  • 8. Relationships, networks, and referrals are the way you’ve always generated new business.
  • 9. Relationships, networks, and referrals are the way you’ve always generated new business. (this doesn’t have to change)
  • 10. But if you want to attract new types of clients,
  • 11. But if you want to attract new types of clients, larger accounts,
  • 12. But if you want to attract new types of clients, larger accounts, more clients,
  • 13. But if you want to attract new types of clients, larger accounts, more clients, or more proïŹtable work,
  • 14. But if you want to attract new types of clients, larger accounts, more clients, or more proïŹtable work, you need to adjust your approach.
  • 15. This starts with building a sales funnel and determining key metrics.
  • 16. Once you identify how many clients or how much revenue you need to generate in new business, you can back your way up to the top of your funnel and determine how many prospects you need to contact in the next year.
  • 17. To ïŹnd these prospects, gather intel, and make your job a bit less hectic, we’ve put together a list of 10 helpful ad agency new business tools.
  • 18.
  • 19. Relationship Science is a relationship mapping tool that shows how a company, place, or list is connected to another entity – with the end goal of seeing who can provide you with an introduction.
  • 20. The List helps new business professionals ïŹnd the right decision-maker at a brand, and discover key information about the company’s media spend and agency relationship history.
  • 21. Mirren provides resources and education for new business professionals to help them pitch, prospect, and grow their agency.
  • 22. RSW/US is an outsourced business development company. Its team helps agencies build target lists and implement sales processes.
  • 23. GageIn’s tool allows you to build company lists – either manually or by importing ïŹle – and provides users with social, news, and competitive information on those companies.
  • 24. RFPalooza provides access to RFPs. Those that have a closing date more than one week away shown to premium members.
  • 25. Created by AAR Partners agency search consultancy, Access ConïŹdential provides executive proïŹles, key company information, and a sampling of creative work from the brand.
  • 26. AdDataExpress is a list building tool for ïŹnding key contact information at brands. You can target by the industry, vertical, and by if the brand is doing their work in-house.
  • 27. Created by HubSpot, Sidekick is an email tool for new business professionals that lets you see who has opened your emails, schedule messages, and view information such as professional history, social proïŹles, and mutual contacts from your email client.
  • 28. Mintel is a leading source for market intelligence and consumer data. The company provides competitive analysis, product development and innovation research, industry- speciïŹc reports, and much more.
  • 29. Stay up-to-date on agency news, tips, and tricks. SUBSCRIBE TO HUBSPOT’S AGENCY BLOG