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Professional services  /  Agency
Professional services · Marketing agencies

How do AI agents help an agency turn projects into retainers?

By fixing the agency treadmill: the project client who was never offered a retainer, the referral that went cold in your inbox, and the pitch deck that ate forty unbillable hours. Here is exactly what the agents do and what they cost.

The agency leak, specifically

Agencies sell transformation and run on churn. The project ends, everyone rolls to the next fire, and the client who just saw your best work quietly hires someone else for the follow-on because nobody proposed it. Retainer revenue, the thing that makes an agency valuable, dies of inattention.

New business is the same story with worse math: pitches and proposals are unbillable, so they get done at night, late, or not at all. The agency that responds first with a credible, specific proposal wins deals that better agencies lost by being slow.

What the agents actually do

Flagship agent · in the meeting

Live Advisor

Agency margin dies in the client review: the extra round of revisions agreed to with a smile, the 'small' deliverable added free, the praise that should have become a retainer conversation and became a thank-you instead. Live Advisor sits in those meetings with your account leads and coaches live: it flags the scope giveaway as it forms, surfaces the paid-change framing, and turns the moment the client says 'this is great' into the follow-on ask. Your account team runs your most important sales conversations; now they have a coach in the room.

Pursuit agent

Lead Intake

Qualifies every inbound and referral the hour it arrives: scope, budget, timeline, fit with your services. Books the discovery call while the prospect is still excited.

Pursuit agent

Proposal Drafting

Turns a discovery call into a ready-to-review proposal built from your case studies, service packages, and pricing, in your voice. The team edits instead of starting from a blank deck at 11pm.

Pursuit agent

Retainer Conversion

Owns the moment agencies miss: as each project nears completion, drafts the follow-on and retainer proposal from the results you just delivered. Every project ends with an offer on the table.

Pursuit agent

Past-Client Reactivation

Works your former clients on a cadence: the rebrand that is two years old, the client whose new funding means new campaigns, the champion who moved to a bigger company and can hire you again.

In productionPursuit agents run in production at GPM today, on the same platform behind deployments at IBM, Tanium, and Cohesity. Read the GPM story →
Example math — run your own numbers

What is retainer conversion worth?

$0
a year in deals you were already quoting, at the settings above.
volume × value × lift, annualized. Illustrative arithmetic, not a promise: your real number is what the $9,500 audit finds.

Questions marketing agencies ask

How do AI agents get an agency off the project treadmill?

By making sure every project ends with a proposal on the table. The conversion agent watches project timelines and drafts the follow-on and retainer offer from the results you just delivered, while intake and follow-up agents keep new business moving without eating unbillable nights. The treadmill becomes a flywheel: delivery generates the next engagement.

What does this cost for a agency my size?

Same prices as everyone: the Revenue Leak Audit is $9,500 fixed, guaranteed to find 10× its fee in annual leak or you don’t pay. Agent builds run $25,000 to $75,000 by scope, and the Scoot platform is $100 to $150 per seat per month. Prices are on the pricing page, the same way your price is on every quote you send.

Do I need to replace the software I already run?

No. The agents work alongside the tools you already use. The audit maps how work actually happens in your company before anything gets built.

Who owns the agents when you're done?

You do, for the long term: the agents, your customer conversation history, and the playbook. The monthly platform fee is run-cost, not rent; you own your trucks and still buy fuel. And we train your people to run and extend the system as your AI program grows.

Thirty minutes with Ed. Bring your numbers.

Tell us how you sell today. Leave with where we’d look for the leak in your business and what we’d build first. Prices are posted; no retainers, no surprises.

Book 30 minutes with Ed