Built for Marketing & Creative Agencies

Scale your pipeline. Win bigger retainers.

Athena manages every prospect from first contact to signed contract — so your team can focus on delivering results, not chasing leads.

No credit card required · Cancel any time · Australian support

52%

Faster proposal-to-close

89%

Retainer renewal rate

3.4×

More leads converted from events

2.8×

Average account value growth year 2

Sound familiar?

These are the problems killing growth for marketing & creative agencies right now.

Proposal-to-close takes weeks

You send a proposal, then radio silence. You don't know if they read it. You're chasing clients who should be chasing you.

No system for warm leads

Conferences, referrals, LinkedIn connections — they go into a spreadsheet and die there. You're losing $50K+ retainers to follow-up failure.

Retainer renewals are manual

Every 3–6 months you need to re-pitch retained clients. Without a system, they leave when a competitor reaches out first.

Here's how Athena fixes it

Everything runs automatically. You just check in on results.

Proposals that close faster

Send beautiful proposals with case studies, pricing, and e-signature built in. Track exactly when prospects open and read each section. Follow up at the perfect moment.

Lead nurture that converts

Every warm lead enters a 30-day educational sequence that positions Athena as the expert and keeps you top of mind until they're ready to buy.

Retainer renewal automation

30 days before a retainer ends, an automated value-recap and renewal sequence fires. Clients renew before they even think about leaving.

How it works

Set it up once. Watch it run.

01

Lead captured

Conference card, website form, LinkedIn DM — all in one CRM. Responded to in 60 seconds.

02

Discovery call booked

Booking link sent automatically. Brief questionnaire collects their goals.

03

Proposal sent

Beautiful e-sign proposal with open tracking. You know exactly when to follow up.

04

Contract & deposit

Signed contract and invoice collected through the same link. Work starts faster.

05

Client managed

Monthly reports and proactive updates keep clients happy and retained.

06

Renewal & expansion

Automated renewal sequences and upsell campaigns grow account value over time.

Everything you need

Purpose-built features for marketing & creative agencies.

Deal pipeline management
E-sign proposals with open tracking
Lead nurture sequences
Retainer renewal automation
Client reporting templates
Invoice & payment collection
Referral partner program
LinkedIn & email outreach

Start your 14-day free trial

No credit card required. Full access. Set up in under 10 minutes.

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✓ No credit card✓ 14 days free✓ Australian support✓ Cancel any time