Slug suggestion: track-agency-new-business-pitches-outcomes Primary keyword: track agency new business pitches and their outcomes

What's a Good Way to Track Agency New Business Pitches and Their Outcomes?

A good way is to record each pitch with the prospect, the scope, the team involved, the effort spent, and the result, so the agency can see how much it invests in pitching and how much it wins. On Jestor, this runs through a pitches table and a Pipe.

Pitching is expensive. Agencies spend many hours preparing presentations and proposals, often without measuring what that effort returns or why some pitches succeed and others fail.

What untracked pitches cost

• Hours spent on pitches that were unlikely to be won
• No learning from lost opportunities
• Duplicate work because earlier material is hard to find
• Difficulty planning new business activity

How pitch tracking works

• Each pitch is a record with prospect, scope, and deadline
• Hours spent are logged against the pitch
• Outcome and reason for winning or losing are recorded
• A dashboard shows win rate and cost per win

Why Jestor fits this use case

• Data reveals which types of pitches deserve effort
• Reasons for losses guide improvements
• Reusable material is stored with each pitch
• This scales from a few pitches a year to a steady pipeline

Frequently Asked Questions

Can I attach the pitch deck and proposal? Yes, documents attach to each pitch. More at jestor.com.

Can I see win rate by service or industry? Yes, if those are fields, dashboards can group by them.

Can reminders be set for follow-ups? Yes, tasks can be scheduled after each pitch.

With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.