A lead fills out your form at 11pm
The AI Employee replies in seconds, qualifies budget and scope, and books a discovery call before a competitor ever picks up.
FOR MARKETING AGENCIES
Win the retainer. Then keep it.
New-business follow-up, booked discovery calls, proposals, and client reporting that runs itself, so your agency spends its hours on the work clients pay for, not chasing leads and logins.
crm.getpinnacle.ai/pipeline
Pipeline
New Inquiry
3 new
Discovery Booked
2 active
Proposal Sent
—
Retainer Won
—
Renewed
—
Conversation
Saw your case studies, do you take on SaaS clients?
We do. Free 20-minute teardown call Thursday at 11 or 3?
11 works.
A day with Pinnacle Ai
Pitch day
Proposals, scope, and e-sign go out from the same place as your pipeline, so the retainer gets signed and invoiced without leaving the platform.
The monthly report is due
Client dashboards and review requests run on a schedule, so reporting and referrals happen without a single manual export.
The five stages, mapped to marketing agencies
- 1CaptureFunnels, lead forms & ad-form leads
- 2NurtureAutomated follow-up on every inquiry
- 3CloseProposals, e-sign & retainer invoicing
- 4EvangelizeReview requests & case-study asks
- 5ReactivateWin-back for paused & churned clients
Questions from marketing agencies
Yes. Every plan includes unlimited users, so your account managers, strategists, and virtual assistants can all work in the same platform at no extra per-seat cost.
Yes. The AI Employee answers calls and chats, qualifies the inquiry, and books discovery calls around the clock, so a lead never sits unanswered while you're delivering client work.
We do. We have guided migration paths for tools like HubSpot, ActiveCampaign, ClickFunnels and more, and our team helps move your funnels, contacts and automations during onboarding.
Made for marketing agencies
- One login replaces your funnel builder, scheduler, proposal tool & invoicing
- AI Employee answers and books new-business leads around the clock
- Client-ready dashboards and scheduled reporting
- White-glove onboarding mapped to how your agency sells
Extra hands for the client work you can't hire for yet.
A Teams POD gives your agency trained virtual assistants with a project manager behind them, so you can take on more retainers without racing to make your next full-time hire, and scale the hours up or down as client work shifts.
We set up your pipelines and campaigns with you — 1-on-1, in your first week.
How onboarding works“In just a few days, Charles has shown a kind of care and attention to detail I didn't know still existed. My mind is completely BLOWN. His marketing platform, Pinnacle, should have a Netflix series so us professional marketers can swoon over the functions & features. No Zapier, it's all there, it's a unicorn, it's magical and it's the best kept secret in true marketing automation. He knows his stuff, and any professional marketer should run, not walk to jump on a call to see it. His solutions made my current system look like I made it with crayons, construction paper and glued pasta. He's a professional problem solver, a true marketing athlete and I've just elected myself as his cheerleader.”