A pipeline that runs hot, then cold
Referrals carry the agency until they do not. Outreach stops the moment client work gets busy, and the gap shows up three months later.
For marketing agencies with $1M to $10M in revenue
Fill your agency pipeline. Win back your margin.
Rex Optimization builds AI-powered lead generation and delivery automation for mid-sized marketing agencies, so you spend less time chasing work and more time on the strategic engagements that pay.
- Built for agency owners and principals
- Start with a pilot on one service vertical
- Measured against your own baseline
Agency pipeline
ExampleIdentified
3- Paid media agency
- Brand and web studio
- B2B demand-gen agency
Engaged
2- Social-first agency
- SEO and content agency
Replied
2- Performance agency
- Full-service agency
Call booked
1- Growth consultancy
Illustrative only. Real boards live inside your CRM, with every stage tracked so you can see what is working.
The agency squeeze
Four pressures that follow every growing agency
Agencies selling $20K to $100K strategic engagements live and die by pipeline and margin. These are the pressures we hear about most.
An offer that sounds like everyone else
Prospects hear the same pitch from every agency in their inbox. Without a sharp point of view, price becomes the only difference.
Senior time spent on repeat work
Reports, briefs, onboarding and status updates eat hours that should go to strategy. Every one of them comes straight out of margin.
Optimization that lags the data
Campaigns get reviewed weekly or monthly when the signal was visible days earlier. Slow loops cost clients results and cost you retainers.
What we build
Growth, delivery and the AI to run both
Start with the area that hurts most. Each service works on its own and gets stronger alongside the others.
Agency Lead Engine
A steady, qualified flow of conversations with the agency owners and marketing leaders you actually want to work with. Built for agencies selling high-ticket strategic engagements.
AI Campaign Optimization
Shorter feedback loops on the campaigns you run for clients, so winning ideas scale sooner and weak ones get fixed before the next report.
Delivery Automation
Take the repeatable parts of delivery off your team so the same people can handle more clients at better margin.
AI Service Line
Package AI-driven work as something you can sell, so your agency stands apart and your average project grows.
CRM Setup and Automation
One clean system for every lead, conversation and proposal, so nothing slips and you can see exactly where the pipeline stands.
AI Training
Hands-on training that gets your team using AI confidently in real client work, with clear rules for what to use it for and what to review.
AI Agents
Custom AI agents that handle defined jobs inside your agency, such as research, reporting or lead qualification, with a person approving anything that matters.
AI Receptionist
Answer every inbound call, text and web enquiry quickly, qualify the person, and book them straight onto your calendar, including after hours.
How it works
From first call to a clear decision
Four steps, one service vertical, and numbers you can check against your own.
- Step 1
Listen and map
A working session on how you win clients today, where deals stall and where your team loses hours.
- Step 2
Choose the pilot
We pick one service vertical, agree the baseline numbers and write down what success looks like before anything is built.
- Step 3
Build and launch
We set up the workflows inside your existing tools and brand, with your approval on anything client-facing.
- Step 4
Measure and decide
We compare results with the baseline, then you decide whether to expand, adjust or stop.
Run your own numbers
What would a better pipeline and leaner delivery be worth?
Enter your agency's figures and adjust the assumptions. It is simple arithmetic, so you can see what is worth testing in a pilot.
$
30%
Extra projects per year
+4.3
Added project revenue per year
$172,800
Today: about 14.4 new projects per year.
Illustrative estimate based only on the numbers you enter. It is not a forecast or a guarantee. Real results depend on your offer, your market and how the work is executed.
Start with a pilot
Prove it on one service vertical before you commit to more
Pick the service line where a better pipeline or leaner delivery would matter most. We set the baseline together, build the workflow and track what changes.
- Reply rate on outreach
- Qualified conversations booked
- Conversion rate from conversation to proposal
- Close rate on proposals
- Hours returned to the team
- Cost per qualified lead
Client feedback
What agency owners say after working with us
Words from the agencies we have worked with, in their own voice.
Sample layout only. Real client quotes replace these cards before launch.
Add a real quote here, in your client’s own words, about what changed after working with you.
Add one measured result, if the client agrees to share it
Client nameOwner, Agency name Sample, replace with a real quote
A second quote works best when it covers a different part of the work, such as delivery, reporting or lead flow.
Client nameManaging Director, Agency name Sample, replace with a real quote
A third quote can speak to what it was like to work with you: communication, speed and trust.
Client nameHead of Growth, Agency name Sample, replace with a real quote
Questions
What agency owners ask before they start
Ready to fill the pipeline and protect your margin?
Tell us about your agency. We will come back with a proposal for a small pilot on the service vertical that matters most.