An agency adds a client and pitches a prospect

Priya, account manager at Northlight Digital, on the Agency plan. Her account holds one client, Tallyfox. She adds a second, then wins a prospect with a pitch that stays as the client's first answers.

Clients

Add a client

Start a pitch

Tallyfox · answer share 24% · up 4 points on last month

Her account holds one client; she adds a second.

Add a client

Client name: Brightcrate

Domain: brightcrate.example

Continue

She names the client and gives its domain; the entity, facts, questions, run, and competitors follow as in the first hour. Clients now lists both with each one's answer share and change.

Start a pitch

Prospect name: Harbor Dental

Domain: harbordental.example

Continue

Before a call with a dentist who is not yet a client, she starts a pitch from the prospect's name and domain.

Harbor Dental · prospect · 5 questions

Who is the best family dentist in Portland?

Which dentist in Portland takes emergency appointments?

Where can I get Invisalign in Portland?

2 more

These 5 count against your pool of 250 questions.

Run

Five questions are drafted for the prospect from the account's pool; she runs them in the same sitting.

Harbor Dental · where competitors are named

30 answers · 5 questions · 6 engines, app · Portland, United States

Cedar Dental: mentioned in 21 of 30, top pick in 12

Pearl Smile Clinic: mentioned in 14 of 30, top pick in 6

Harbor Dental: mentioned in 3 of 30, top pick in 0

"For a family dentist in Portland, Cedar Dental is often recommended…" · ChatGPT

Share a link

She shows where Cedar Dental is named and the prospect is not, with one real answer to read, and shares it.

Share a link

Your name and logo on what you share: Northlight Digital

Upload logo

Link to the Harbor Dental pitch. It reads only.

Copy link

At her account's first share she sets Northlight Digital's name and logo; the link the dentist opens on his phone after the call carries both.

Harbor Dental · client

Its 5 questions and 30 answers are kept.

Questions · 5 of your pool of 250 · United States · English · Change

Suggested: Which dentist near me offers same-day crowns?

Suggested: What does a dental implant cost in Portland?

Accept and run

Harbor Dental signs; she marks the pitch won, and it is a client with its answers kept. She grows its questions through the same acceptance step as setup.