Agencies pitch constantly and keep poor records of it. The winning deck is easy to find; the losing one and the debrief that explained it are not. Client briefs, scopes, case studies, and campaign results sit in project folders named after the client, and the question "have we done something like this" is answered by whoever has been there longest.
The questions that keep coming back
- Which pitches have we won in this category, and what did we propose?
- Have we worked with this brand or this marketing lead before?
- Which campaigns delivered the results we now claim in credentials, and where is the proof?
- What did the last three losses have in common?
- Which freelancers and production partners did we use for work like this, and on what terms?
What happens to your files
Upload pitch decks with their outcomes, briefs, scopes, case studies, and post-mortems, as they are. Desk reads them and remembers what the agency has pitched, won, and lost: for which brand, with which team, at what budget, and with what results. A marketing director who has moved between brands is one person with every piece of work attached, across employers. A category you have pitched five times is five outcomes you can put side by side. Nothing is filed twice. The deck and the debrief you already made are the record.
Questions Desk answers well here
"Which pitches did we win in consumer health, and who was on them?" finds the pitches in that category with a win recorded, and the team on each. "Have we worked with this marketing director before, at any brand?" returns that person with every piece of work attached, across employers. "Which campaigns can support a claim of doubling engagement?" reads the results facts and shows the report behind each.
Routines worth setting up first
- When a brief arrives: comparable past work, the team that did it, and the results we can cite.
- Every Monday: pitches decided this week, won and lost, with the stated reason.
- Quarterly: loss reasons across the quarter, grouped, for the new business review.
What to upload first
Pitch decks with their outcomes, case studies, and post-mortems from the last two years. Add briefs and scopes so budget and scope questions have sources, and partner contracts so "who did we use" has terms attached.
How Desk helps
Desk knows what the agency has won, lost, and learned.
- Pitches, campaigns, briefs, case studies, and post-mortems become work, brands, people, results, and outcomes, each cited.
- "Which pitches did we win in this category?" and "have we worked with this person before?" resolve to records that span clients and years.
- Routines assemble comparable work when a brief arrives and summarize the quarter's loss reasons for the new business review.
Thinking about how this would work for your team?
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