Table of Contents
Table of Contents
- 1. Foundation: Get clear before you get loud
- 2. Pipeline: Balance inbound and outbound and keep it human
- 3. Proposals: Make it easier for clients to say yes
- 4. Onboarding: An overlooked growth lever
- 5. Proof: Make value visible before and during the sale
- 6. Feedback loop: Turn delivery into new demand
- 7. AI: Speed up the work without losing the human touch
- Conclusion
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High-growth agencies looking to gain new clients start with focus (ICP, value proposition, proof).
They run balanced pipelines (inbound credibility, targeted outbound, and consistent follow-up).
They reduce friction in the sales process with structured discovery and proposals.
They treat onboarding as part of acquisition, building early confidence and momentum.
They build trust by making value visible through reporting and transparency.
They convert delivery into growth with referral, review, retention, and expansion systems.
They use AI to speed up repetitive work while keeping human review and guardrails.
AgencyAnalytics spoke with agency leaders from our community of 7,000+ marketing agencies and gathered survey responses to understand what’s working for client acquisition heading into 2026.
One theme came up repeatedly: High-growth agencies build a repeatable client acquisition system that keeps the pipeline moving even when referrals slow down.
The biggest challenge we are facing as an agency is consistently attracting the volume of qualified leads for our own client acquisition that we want.
Larry Weideman, SEO Manager, Freedom Leads
Below are the strategic moves we consistently see in high-growth agencies. Each is straightforward to implement, and together they form a continuous client acquisition process.

1. Foundation: Get clear before you get loud
If an agency tries to appeal to everyone, messaging becomes generic. Generic messaging rarely converts.
What high-growth agencies do
Define an Ideal Client Profile (ICP) beyond industry and company size, including goals, pressures, objections, fears, and what success looks like.
Write a value proposition using a simple, repeatable structure: “We help [client type] achieve [specific outcome] by [unique method].”
Back claims with credibility through testimonials, reviews, and case studies.
Practical checkpoint
Create a one-page ICP.
Write a single-sentence value proposition.
Collect 3–5 proof assets (case studies, review snippets, outcome-focused testimonials).
By focusing on a clear niche and ideal client, we started attracting better opportunities, closing more deals, and delivering better results. Specialization gave us clarity, and clarity gave us momentum.
Lane Rizzardini, Co-Founder, Marion Relationship Marketing
2. Pipeline: Balance inbound and outbound and keep it human
High-growth agencies rarely rely on a single channel. They build a mix of inbound, outbound, and follow-up.
What high-growth agencies do
Inbound credibility: Content, case studies, webinars, and social content that builds trust.
Outbound relationship-building: Targeted, researched outreach built on relevance and personalization.
Consistent follow-up: A planned cadence instead of sporadic check-ins.
Patterns that show up often
Content as proof: prospects see how an agency thinks before a sales call.
A simple funnel: Attention → conversations → opportunities → signed clients, with retention stories feeding awareness.
A focused outbound list (often described as a “List of 500”) and a value-led first touch.
Tight audits and consultations that don't turn into unpaid consulting.

Most firms don’t need hundreds of new clients per month. For many agencies, four new clients per month would probably crush sales targets.
Frank Cowell, Founder, Revenue Ranch
3. Proposals: Make it easier for clients to say yes
The proposal stage is where deals tighten up or drift away.
What high-growth agencies do
Run structured discovery to uncover goals, constraints, decision-making, and prior agency experiences.
Send a short recap to align both sides before the scope is written.
Use a proposal structure that prospects can follow:
Recap goals in the prospect’s words
Outline strategy and deliverables
Define KPIs and reporting
Provide realistic projections
Show the team
Make the next steps obvious
Handle objections early by clarifying pricing, ROI timelines, fit, and expectations.
Practical checkpoint
Build a single proposal outline and reuse it.
Add an FAQ section addressing common concerns.
Standardize “next steps” so the prospect never has to guess what happens after reading.
With any new client, we go through an intensive discovery workshop, followed by an in-depth strategy which involves conducting audience and competitor research, defining goals and KPIs, defining audience profiles, and determining content pillars and key messages.
Taylah Fuchshofer, Account Director, Young Folks
4. Onboarding: An overlooked growth lever
A strong start reduces support burden and sets the tone for retention.
What high-growth agencies do in the first month
Alignment: Questionnaire to confirm goals, KPIs, expectations, and communication.
Access and setup: Connect data sources early so visibility is available from day one (or as close to it as possible).
Clear kickoff: Priorities, roles, timelines, and what “good” looks like.
Early wins: Quick fixes, visibility improvements, or a roadmap the client understands.
Practical checkpoint
Standardize a kickoff agenda.
Use templates for onboarding deliverables.
Commit to one tangible win within the first two weeks.
An agency with an onboarding process is off to a good start in the client’s eyes. Those without it run the risk of looking unprofessional and disorganized at the very start of the client relationship.
Dustin Fatch, Founder, Marketing Done Right
5. Proof: Make value visible before and during the sale
“Trust me” is not a strategy.
What high-growth agencies do
Grant dashboard access so prospects and clients can clearly see progress.
Use data storytelling by translating metrics into a simple narrative: baseline → action → movement → next steps.
Operate with transparency by sharing wins, challenges, and tradeoffs.
Practical checkpoint
Show what the reporting will look like before the contract is signed.
Commit to a consistent reporting cadence.
Make reporting actionable with “what changed” and “what to do next.”

Tell a story. Everyone loves a good story. Center your client as the hero by understanding how they can overcome the issues in their business with your service.
Tyler Hanson, Owner, Hite Digital
6. Feedback loop: Turn delivery into new demand
Client acquisition does not stop at signature. Growth comes from the outcomes an agency delivers after kickoff.
What high-growth agencies systemize
Referrals
Reviews and testimonials
Case studies and success stories
Retention and expansion
Practical checkpoint
Ask for referrals at specific moments (after wins, during check-ins, at renewal).
Make referring easy with templates.
Capture reviews and stories as part of normal client workflows.
Treat retention like a growth channel.

Build referral touchpoints into your process—after a major win, during onboarding check-ins, or at renewal milestones. The biggest contributor to our growth so far has been client referrals. We have an incredibly low churn rate for an agency that’s been in business as long as we have.
Matthew Regenie, CEO, Prospect Future
7. AI: Speed up the work without losing the human touch
AI should not replace an agency team. It should accelerate repetitive work and free people up for strategy and relationships.

Practical AI use cases
Outbound personalization (summarize a prospect and tailor a first line)
Proposal drafting (outline from discovery notes)
Mini-audit summaries (turn raw data into a short overview)
Reporting blurbs (“what this means” explanations)
Guardrails that make AI safe
Human review
Tone checks
Accuracy checks
A pilot plan before broader rollout
Using the AI features in AgencyAnalytics helps us summarize a client report much faster than reading through results, typing up an email, and sending it to the client.
Kevin Watts, Founder, Raincross
Conclusion
Winning new clients is less about luck and more about building a system an agency can run on repeat:
Step | Focus | Activities | Standardized output |
|---|---|---|---|
Positioning | Clarity on who you help and why you win | Tight ICP, single-sentence value prop, proof library | ICP one-pager, proof pack, case study list |
Pipeline | Balanced acquisition across channels | Content that shows how you think, targeted outbound list, follow-up cadence | Weekly pipeline review, outreach sequence, lead tracker |
Sales and proposals | Reduce friction and increase confidence | Structured discovery, recap email, proposal outline with KPIs, and next steps | Discovery script, proposal template, objection FAQ |
Onboarding | Create momentum in the first 30 days | Kickoff agenda, access checklist, early wins roadmap | Onboarding checklist, kickoff deck, 30-day plan |
Reporting and proof | Make value visible consistently | Live dashboards, narrative reporting, clear next steps | Reporting cadence, dashboard template, QBR agenda |
Referrals and retention | Turn delivery into new demand | Referral asks at “win moments,” review capture, case study workflow | Referral email templates, review request flow, renewal checklist |
AI enablement | Speed up repetitive work with guardrails | Draft outreach first lines, summarize findings, write “what this means” blurbs | Approved prompts, QA checklist, pilot workflow |
Tighten up the seven areas above to improve pipeline consistency and gain clients that will stay with your agency for years to come.

Written by
Francois Marchand brings more than 20 years of experience in marketing, journalism, content production, and artificial intelligence (AI). His goal is to equip agency leaders with innovative strategies and actionable advice to succeed in digital marketing, SaaS, and ecommerce.
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