For digital and performance agencies
Your deals live in someone's head.
AIME puts the pipeline, the money and the know-how in one place.
app.teamaime.com · Deals
Likely to close$63,000
Total in play$124,000
Win rate38%
Proposal 2
Peak Outdoor renewal$18,000 · KaiQuiet 34 days
Coast Bank social$20,000 · Dana
Negotiation 4
Harbor Telco$40,000 · Dana
Lumen Skincare$22,000 · Kai
Northwind Foods$14,000 · Mara
Coast Bank events$10,000 · Rico
Won 1
Brightside retainer$12,000 · MaraWon
Sound familiar?
The CRM says one thing. The bank says another.
- MonA deal closes in a chat thread
- TueIt never makes it to the CRM
- WedThe retainer invoice goes out a week late
- ThuNobody knows the client's margin
- Fri"Where's the onboarding playbook?"
WonBrightside retainer$12,000 a month · Mara
Partners · Brightside Media · This year
Billed$36,000
Paid out to creators and vendors$21,400
Left after costs$14,600
Finance · Invoices
Recurring templates
Generated on their dateBrightside retainerMonthly · next Nov 1
$12,000Coast Bank socialMonthly · next Nov 1
$5,000INV-2038 · Harbor TelcoTalent fees
12 days late$7,400Company · SOPs
How do we do things here?
Client onboarding playbookOwner: Dana · reviewed last month
CurrentMonthly client reportOwner: Kai · not reviewed in 7 months
Needs reviewProposals and case studies
Win the next deal with the last one's results.
Proposal deck · from the Coast Bank deal
Case studies are drafted by AIME and wait for the client's OKPresent
Ask AIME
Ask BD questions in plain words.
Sample data.
Which deals close this month, and what are they worth?
AIME
Four deals are in Negotiation with a close date this month: $86,000 in total, $51,600 weighted. Harbor Telco is the largest at $40,000. One deal, Lumen Skincare, has been quiet for 12 days.
Open deals
Put your pipeline and playbook in one place.
Opening to agencies soon.