Mashore Method CRM & Automation for Agency Owners
Marketing, creative and service agencies selling to other businesses.
What changes
Agency pipelines go cold between projects. A CRM keeps past clients and warm prospects close, so the next project is already in motion.
Your best hours go to client delivery, and your own pipeline gets whatever is left. Then a client leaves and there is nothing waiting.
Watch Krista put her AI team to work. Free, live, 90 minutes.
Why agency owners use BOSS
BOSS keeps your own marketing and follow-up running while you serve clients, so new business doesn't depend on your spare time.
The Mashore Method CRM & Automation is included with BOSS: one pipeline for every lead, follow-up that keeps going, and booking with reminders, connected to your website. See the full picture on the Mashore Method CRM & Automation overview.
The playbook, adapted for agency owners
Track every prospect and proposal in one pipeline, and set check-ins for past clients every quarter so referrals and renewals come back.
The spine of the system stays the same:
- Capture: every call, form and message lands in one pipeline.
- Respond: new leads hear back right away, not when you're free.
- Nurture: follow-up keeps going until they're ready to book.
- Return: reviews, referrals and repeat business are asked for at the right time.
Who this is for, and your next step
This fits marketing, creative and service agency owners who want a steady pipeline of their own, not feast and famine.
The home for this work is BOSS. Start free with Operate Like a Boss.
Related: Mashore Method CRM & Automation for Startup Founders · Mashore Method CRM & Automation overview
Frequently asked questions
How does this apply to agency owners specifically?
Track every prospect and proposal in one pipeline, and set check-ins for past clients every quarter so referrals and renewals come back.
Where do I start?
Start free with Operate Like a Boss, a 90-minute live training where Krista puts her AI team to work. When you're ready, BOSS gives you the full system, with the Mashore Method CRM & Automation included.
Be known before you're needed.