For agency owners
You sell outcomes to clients while your own follow-up runs on memory.
Agencies live and die on pipeline, retention and margin, yet most run their own operations on spreadsheets and good intentions. Vivacity gives you the same operating discipline you promise clients: connected signals, weekly clarity and follow-up that actually happens.
Where the money leaks
The problems we hear from agencies & consultancies owners every week.
Leads go cold between meetings
Enquiries land while you are in delivery. By the time someone replies, the prospect has spoken to two competitors. Speed to first response is the cheapest win in agency sales and the most commonly dropped.
Client reporting eats senior hours
Every month, billable people burn days assembling numbers into decks. The reporting is necessary. The manual assembly is not.
Nobody sees margin slipping until the quarter closes
Scope creep, over-servicing and quiet churn all show up in the data well before they show up in the P&L, if anything is actually reading the data.
Typical starting workflows
Where AI usually pays for itself first.
These are common first builds, not case studies. Your Fit Check identifies which one fits your business, and every customer-facing action is approval-gated.
Lead response and nurture
New enquiries acknowledged fast, qualified against your criteria and followed up on a cadence, with every outbound message approved by you first.
Client reporting assembly
Recurring client reports drafted from connected data sources, ready for a senior review pass instead of a senior rebuild.
Proposal and scope support
First-draft proposals and scopes assembled from your past work and pricing rules, cutting turnaround from days to hours.
Retention and over-servicing signals
Weekly flags on accounts trending toward churn or over-delivery, so conversations happen before renewals are at risk.
The operating rhythm
1. See
Pipeline, delivery load and account health in one view instead of scattered tools.
2. Understand
Weekly briefings on which clients, leads and hours actually moved the business.
3. Act
Follow-up, reporting and proposal workflows run for you, approval-gated end to end.
Common questions
Straight answers for agencies & consultancies businesses.
Run your agency the way you tell clients to run theirs.
Start with the free AI Fit Check and see which workflow pays for itself first.