Paid ads agency

Northwick Corners Performance · Paid ads agency · Burlington, VT

Alaric Tremblay is the media buyer at Northwick Corners Performance, a paid media agency, and uses this board to track each prospective client from first inquiry through to a signed agreement, so no proposal goes stale.

Agencies and creativeSales pipelineBoards3 tables · 5 views · 2 forms · 2 dimension sets · 1 digest · 1 notification · 2 stage rule sets · 1 agent
Use this template

Prospect board

Prospects
New inquiry6
Lindqvist Tile and StoneOttoline Rasmussen-Bright(802) 555-0150
Cobblestone Yoga LoftMireille Vandenbroucke(802) 555-0151
Marlowe Street Pet SupplyJovan Ilic-Tanaka(802) 555-0152
Foxglove OrthodonticsDr. Hamid Salehi-Brandt(802) 555-0153
Tallis & Rowe Estate LawCecily Fenwick-Obuya(802) 555-0154
1 more
Discovery call set6
Hollin Brook CreameryPerpetua Aldworth-Nair(802) 555-0156
Sandcastle Self StorageRaimund Oyelowo(802) 555-0157
Keswick Arms OutfittersLudmila Kerrigan-Sato(802) 555-0158
Thistledown VeterinaryDr. Anneliese Okoro-Lund(802) 555-0159
Marrow & Finch BakehouseBasil Quitterie(802) 555-0160
1 more
Proposal sent8
Gresham Plumbing and HeatingCorwin Delacroix-Appiah(802) 555-0162
Larkspur Dental StudioDr. Imogen Taverner-Wu(802) 555-0163
Kestrel Bay Outdoor GearDagmar Hollinger-Eze(802) 555-0164
Pemberton RoofingWendell Osterhout-Moyo(802) 555-0165
Ashgrove PilatesHenrike Valdivia-Cho(802) 555-0166
3 more
Agreement signed6
Millstone Auto DetailingGideon Prowse-Abara(802) 555-0170
Everly Bridal BoutiqueRosalind Achebe-Karlsen(802) 555-0171
Harrow Peak Physical TherapyDr. Lucan Teixeira-Vance(802) 555-0172
Tidewater Coffee RoastersPhilomena Oduya-Grieg(802) 555-0173
Beacon Hill Payroll SoftwareAnselm Roche-Dlamini(802) 555-0174
1 more
Lost4
Parkside Tax PrepEvander Lindahl-Boateng(802) 555-0176
Maple Rail BrewingCosima Nakagawa-Pruitt(802) 555-0177
Bellwether Sleep ClinicDr. Leopold Amadu-Roos(802) 555-0178
Gannet Point Kayak RentalsYsolde Mbeki-Hartmann(802) 555-0179

Tables

Prospects

30 sample rows · 17 columns

Every business that asked about paid advertising, from the first inquiry to a signed agreement or a no.

BusinessContactPhoneEmailIndustryAd budget a monthMain channel
Lindqvist Tile and StoneOttoline Rasmussen-Bright(802) 555-0150ottoline.rasmussenbright@vtcommercemail.comHome services$3,500Search ads
Cobblestone Yoga LoftMireille Vandenbroucke(802) 555-0151mireille.vandenbroucke@champlainpost.netFitness studio$1,800Paid social
Marlowe Street Pet SupplyJovan Ilic-Tanaka(802) 555-0152jovan.ilictanaka@lakecitydesk.comOnline retail$6,000Shopping ads
Foxglove OrthodonticsDr. Hamid Salehi-Brandt(802) 555-0153hamid.salehibrandt@northcountryinbox.netDental and medical$9,000Search ads
Tallis & Rowe Estate LawCecily Fenwick-Obuya(802) 555-0154cecily.fenwickobuya@vtcommercemail.comLegal$7,500Search ads
Hollin Brook CreameryPerpetua Aldworth-Nair(802) 555-0156perpetua.aldworthnair@lakecitydesk.comFood and drink$4,000Paid social
Brightwater Climbing GymTeague Mazzantini(802) 555-0155teague.mazzantini@champlainpost.netFitness studio$2,500Paid social
Sandcastle Self StorageRaimund Oyelowo(802) 555-0157raimund.oyelowo@northcountryinbox.netLocal services$3,000Search ads
Keswick Arms OutfittersLudmila Kerrigan-Sato(802) 555-0158ludmila.kerrigansato@vtcommercemail.comOnline retail$11,000Shopping ads
Thistledown VeterinaryDr. Anneliese Okoro-Lund(802) 555-0159anneliese.okorolund@champlainpost.netDental and medical$5,000Search ads
Marrow & Finch BakehouseBasil Quitterie(802) 555-0160basil.quitterie@lakecitydesk.comFood and drink$2,200Paid social
Ironbark Software StudioMarisela Ostrander-Naidoo(802) 555-0161marisela.ostrandernaidoo@northcountryinbox.netB2B software$14,000LinkedIn ads

18 more rows

Proposals

24 sample rows · 9 columns

The packages priced for each prospect and what the prospect said to each.

ProposalProspectPackageManagement fee a monthSetup feeMonths committedStatus
Gresham Plumbing: growth retainerGresham Plumbing and HeatingGrowth retainer$3,400$1,5006Sent
Larkspur Dental: growth retainerLarkspur Dental StudioGrowth retainer$3,600$1,5006Sent
Larkspur Dental: launchLarkspur Dental StudioLaunch$2,200$1,0006Sent
Kestrel Bay: scale retainerKestrel Bay Outdoor GearScale retainer$6,200$2,50012Sent
Pemberton Roofing: growth retainerPemberton RoofingGrowth retainer$3,500$1,5006Sent
Pemberton Roofing: audit and planPemberton RoofingAudit and plan$0$1,8001Declined
Quillon Family: launchQuillon Family ChiropracticLaunch$1,900$1,0006Sent
Ashgrove Pilates: launchAshgrove PilatesLaunch$2,100$1,0006Sent
Sutter Hollow: launchSutter Hollow WineryLaunch$2,400$1,5006Sent
Hollybrook Landscape: growth retainerHollybrook Landscape DesignGrowth retainer$3,200$1,5006Accepted
Bellwether Sleep: scale retainerBellwether Sleep ClinicScale retainer$5,600$2,50012Declined
Coldwater Analytics: scale retainerColdwater AnalyticsScale retainer$6,800$3,00012Sent

12 more rows

Views

Discovery calls

Prospects
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7Hollin Brook Creamery
8Sandcastle Self Storage
9Keswick Arms Outfitters
10Thistledown Veterinary
11Marrow & Finch Bakehouse
12Ironbark Software Studio
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Forms and booking

Ask for a free ad audit

Form
Ask for a free ad auditThe page behind the website button where a business asks for a review of its ads.
What is your business called? *
Who should we speak to?
Which number is best for a call?
What email should the audit go to?
Which line of business are you in? *Home servicesDental and medicalOnline retailFood and drinkFitness studioLegalLocal servicesB2B software
Roughly what do you spend on ads each month?What they plan to spend on media each month.
Get my audit

Log an inquiry

Form
Log an inquiryWhat the team completes when a business phones, emails or meets us at an event.
Which business is asking? *
Who did we speak to?
What do they do? *Home servicesDental and medicalOnline retailFood and drinkFitness studioLegalLocal servicesB2B software
Which ads do they want help with?Search adsPaid socialShopping adsVideo adsLinkedIn ads
How did they find us?WebsiteReferralWebinarLinkedInPartner agency
Who carries the next step?
Save the inquiry

Also included

  • Prospect boardStage rules
  • Proposal boardStage rules
  • Proposals outDigest
  • New inquiryNotificationPings the media buyer as soon as a business asks about ads, so the first reply lands within the hour.