LEADSCORER | UK AGENCY NEW-BUSINESS BRIEF
An editable planning checklist. Not a forecast, proposal or UK client case study.
Complete locally. No personal or confidential prospect information is needed.

1. YOUR AGENCY
Agency operating country and team time zone:
Discovery owner and weekly discovery/proposal capacity:
One service to sell (for example SEO, paid media, creative or production):
Minimum viable project fee or retainer and planning period, in your chosen currency:
Delivery capacity and onboarding constraints:
Permitted portfolio example and what it actually establishes:

2. THE CLIENTS YOU WANT TO WIN
Prospect countries, separate from your agency location:
Eligible sector, operating entity and buying team:
Service need to investigate (do not assume dissatisfaction or approved budget):
Relevant commissioning role and remit to confirm:
Current clients, active pitches, protected partners and other exclusions:
Mandatory fit criteria versus optional unknowns:

3. THE OUTREACH SCOPE
Email, LinkedIn or both, subject to audience and channel review:
Agreed audience size and outreach volume; source and review owner:
Who approves research, messages and portfolio permissions:
Who owns replies, opt-outs, qualification and scheduling:
Who reviews contact-data responsibilities before launch:

4. THE MEETING STANDARD
Service and purpose the prospect must understand:
Account and attendee criteria to confirm before booking:
What remains unknown and how it will be recorded:
Attendance and acceptance evidence; no-show and rejection rules:
Discovery agenda, follow-up owner and next decision:
UK team working hours and prospect-local time zone:

5. THE BUYING DECISION
Model to discuss: performance/hybrid; predictable/channel-volume; high-priority:
Software and data costs: included, paid through provider, or paid directly:
Service/campaign fees, appointment fee where applicable, and exact billing event:
Agreed quote currency and dated GBP conversion assumption if needed:
VAT/invoice treatment to confirm with your finance owner:
Minimum term, payment dates, notice, access and handover responsibilities:

6. THE REVIEW
Use one matching cohort and period. Record booked / attended / accepted held /
proposed / won separately. Do not count reschedules as new client acquisition.
For agency economics, use agency fees, delivery costs and acquisition costs;
do not use the client's media spend as your agency revenue.
Next review date, owner and decision:

SERVICE AND EVIDENCE
https://www.leadscorer.co/locations/united-kingdom/industries/marketing-agencies
https://www.leadscorer.co/resources/uk-appointment-setting-costs
https://www.leadscorer.co/evidence#marketing-agency-results

LeadScorer is headquartered in Mumbai and delivers internationally. This brief
does not imply a UK office, UK client results, fixed GBP pricing or guaranteed
meetings. Actual scope and terms require agreement before outreach.