FundzKnowledge Base
Playbook · Agencies

Fundz for marketing and PR agencies

AI made execution free. Knowing first is the whole game now.

Companies hire agencies right after something changes: they raise money, bring in a new CMO, open a new market, win a big contract or launch a product. Fundz shows you those companies in your market every morning, with the marketing leader to reach and the reason to reach them now.

What Fundz does for an agency

  • New budget. A fresh round is usually followed by a push on brand, demand and PR.
  • New marketing leaders. A new CMO or VP Marketing reviews agencies in the first 90 days.
  • New stories to tell. Contract wins, new offices and product launches all need announcing.
  • A way in. The marketing leader at each company, a first email written for you, and Engage for a warm route through your own network.

Set up once (10 minutes)

Do this once. It takes about ten minutes, and it is what turns every number on your dashboard from the whole country into your own market.

  1. Tell Fundz who you work for. Open your targeting and fill in Target Criteria (industries, company size, locations) and Your Business Profile (a sentence or two on what you do and who for). Every morning Fundz scores the newest companies against these and fills Your Daily Companies on your dashboard. How Daily Leads work
  2. Make your plays count your territory. While your cards still count the whole market, a Make these numbers yours box appears under Your plays this week on your dashboard. It asks where you work, which industries and what company sizes, starting from the targeting you already gave. Save it and every card that can be narrowed shows In your saved filters, with your own count beside the whole-market number. It only fills lists you have not set up yet, so it never overwrites a filter you built.
  3. Connect your inbox so SmartSend can send from your own Gmail or Outlook, and connect HubSpot or Salesforce if you use one. SmartSend
Not sure what to type? Use the Ask or tell Fundz anything box on your dashboard and say it in your own words, for example "companies in Texas with 50 to 500 employees that just raised". Talk to Fundz

Your daily routine (15 minutes)

About 15 minutes, top to bottom of your dashboard. The page is laid out in the order you work it.

Minute 1
Read your Daily Intelligence Brief
On the Pro and Strategic plans, a short, plain-words summary of what happened overnight at companies you care about. Each item carries a suggested next step and, where Fundz has the right person, a SmartSend button and Add to targets. Daily Briefing
Minutes 2 to 8
Work Your Daily Companies
The companies picked for you today, ranked by what just happened at each one and how well it fits your targeting. Each row says why it is here. Pick the two or three you would most like to pitch, open the company, and either SmartSend the right person or press Add to targets to work it over the next few weeks.
Minutes 8 to 15
Clear Today
One list of the companies you are already working: who replied, which follow-ups are due and what just happened at your targets. Deal with each row right there. Press Handled once you have answered a reply. How Today works

Your plays this week

Agencies use the Sales dashboard. These six cards sit under Your plays this week, each one a moment when a company is most open to a new agency.

Just raised money
Your plays this week · last 7 days
TriggerA company closed a funding round.
WhoThe CMO or Head of Marketing. At smaller companies, the founder.
Why nowFresh budget. New rounds are spent on hiring, tools and partners over the next few months, and launch PR is often part of it.
Next stepPitch a launch or growth plan tied to what the round is for. Open Fundings
New senior leaders
Your plays this week · last 14 days
TriggerA company appointed a new senior executive.
WhoThe new CMO, VP Marketing or Head of Communications.
Why nowNew executives rebuild their teams and review vendors in their first 90 days, agencies included.
Next stepCongratulate them and offer a short audit of one channel. Open Executives
A decision-maker is about to change
Your plays this week · last 30 days
TriggerA senior leader left a public company and nobody has been named.
WhoWhoever is covering marketing now.
Why nowWhoever fills the seat will review agencies in their first 90 days, and the team covering the gap needs help now.
Next stepOffer to take work off the interim owner's plate until the seat is filled. Open the full list
Raised money and hiring now
Your plays this week · funded in the last 12 months
TriggerRaised money in the last 12 months and posting jobs today.
WhoThe marketing leader, especially if marketing roles are open.
Why nowMoney plus open marketing roles means demand for output before the team is hired.
Next stepOffer to cover the gap while they hire. Open Raised & Hiring
Opening or expanding an office
Your plays this week · last 30 days
TriggerA company filed for new office space or a build-out.
WhoThe marketing leader or the head of the new site.
Why nowA new office usually means a new market to announce and a local audience to win.
Next stepPitch a local launch campaign. Open Office Expansions
Just won a big contract
Your plays this week · last 7 days
TriggerA company won a large contract.
WhoThe marketing or communications leader.
Why nowA big win is a story worth telling, and a reason to invest in the brand.
Next stepOffer a case study and announcement package. Open Agreements

New offices mean new launches

Office Expansions shows companies taking new office space or building one out, from public-company lease filings and city building permits. A new site is a local launch waiting to happen: hiring campaigns, local press and events. Reach the marketing leader with a line about the new city. Office Expansions

Your weekly routine

Monday
Scan Your plays this week
Each card counts one kind of moment in your market this week and opens the exact list behind its number. Work the cards with the biggest counts in your saved filters first. The role tabs above the cards (Sales, Recruiting, Advisory, Investing, Founder, Raising) let you peek at another role's plays; the one marked you is yours.
Monday
Look ahead with What happens next
Below your plays, Likely to raise next and Likely to be acquired list companies from your saved filter that look set to do it soon. Reach them before the news. Predictive Intelligence
Wednesday
Check product launches
Open Products for companies launching something new. A launch needs positioning, content and PR, often on a short deadline. Products
Friday
Review My targets
Move each company to its stage (To contact, Contacted, Replied, Meeting, Won, Lost) and set its next step. Tick Email me when there's news at my targets once and Fundz emails you when something happens at one of them. My targets · Target news email

Use Fundz for your clients

Add your clients and their main competitors to My targets or your Watchlist. When a competitor raises money, hires a new leader or launches a product, you hear about it and can bring your client a response plan before they ask. That is how an agency becomes hard to replace.

Reach the marketing leader

  1. Open the company. Every company name on your dashboard opens its page: what just happened, funding history, hiring, momentum and the people. Company profiles
  2. Find the marketing leader. Search the company's people for free, then press Reveal email only on the person worth reaching. A reveal uses one contact credit.
  3. SmartSend. Fundz drafts a short email that mentions the event, you edit it, and it goes from your own inbox. Follow-ups stop when they reply on Outlook, and wait for your OK on Gmail. SmartSend
  4. Or warm it up first. Engage matches the signals at your target companies to your own LinkedIn connections, so you can start with someone you already know.

What to say

Hi Jordan, congrats on the new round. The next few months are usually when the market decides what a company stands for. We help funded teams turn a raise into pipeline. Want me to send three quick ideas for your launch?
Hi Alex, congrats on joining as CMO. Most new marketing leaders spend the first quarter deciding what to keep. Happy to do a free 20-minute review of one channel so you have an outside view.

Troubleshooting

The numbers look like the whole country

You have not saved a territory yet. Use Make these numbers yours under Your plays this week, or set your targeting. A card marked Whole market is a signal that cannot be narrowed to a territory, so it always counts everything.

A card says zero in my saved filters

Nothing new happened inside your filter in that window. The card also shows the whole-market count, so you can widen the filter or open the full list.

A page in this playbook is missing from my menu

Your sidebar shows the pages for your role. Click All tools at the bottom of the sidebar to see everything. The same button then reads as your role's view (for example Recruiter view), which takes you back.

My daily list is empty

Your targeting needs industries, company size, locations and a business profile before leads can be scored. Finish or widen your targeting and leads arrive the next morning.

Ready to run this playbook? Fundz sets up tuned to how you work.Start with this playbook →