Make the proposal specific
Start with the prospect’s website and a service they actually sell. A site audit can surface a useful opening such as a missing page title or unclear service description. Select the relevant findings, add your proposed work and review the pitch packet before it reaches the customer.
Keep the account context with the work
Once the customer agrees, carry their brand details, service area and priorities into the client workspace. Assign an owner and next action to each workstream. A search project can hold its page findings while a workflow handles a recurring reporting task.
Choose what the client can see
Review the deliverables, activity and next step before sharing a client view. The agency workspace supports read-only sharing, link expiry and revocation. Your team can show the work relevant to the engagement and keep internal draft material in its working context.