Fundz for Marketing and PR Agencies

Agencies grow on two parallel motions. New business: finding companies at the moment they need agency help — right after a funded round (budget unlocks), on the heels of a new CMO (vendor reset), at a freshly-signed office lease (rebrand-around-the-move moment), or in the wake of a CMO departure with no replacement named (interim leadership scrambling for outside help). Existing client work: running ABM campaigns where signal-anchored targeting beats generic firmographic lists 4–6x on response.

Fundz turns both into a daily inbox. New-business prospects surface ICP-matched + signal-cited. For client campaigns, every signal type (funding, exec movement, office expansion, contract win, product launch, tech-stack chip change) can feed your account-based strategy as a real-time trigger.

• Demand-gen and B2B marketing agencies — HubSpot/Marketo expertise, pipeline ops, full-funnel demand work. Primary surfaces: /companies for new-biz prospect list-building (industry + size_bucket + Recent funding), /executives for new-CMO arrivals (vendor reset window), and per-client Watchlist + saved filters for ABM.
• PR and brand agencies — media relations, launch comms, narrative shaping. Primary surfaces: /companies filtered by Recent signal = funding / contract / product launch, plus /office-expansions for the rebrand-around-the-move pitch, plus the Daily Brief's Hot Leadership Churn for "the story-angle prospects."
• Fractional CMOs and demand-gen consultants — multi-client retainer ops, often embedded into client GTM teams. Primary surfaces: per-client saved /executives filter with Email Summary (each principal gets their own digest of new buyers entering their TAM), plus tech-stack chips on /companies for replatform plays.

Step 1: Save your new-CMO filter on /executives

Open /executives, set roles = Chief Marketing Officer + Vice President + (optionally) Chief Revenue Officer, layer in your target industry + geo, click Save filter, then enable the per-filter Email Summary. This is THE highest-converting new-business signal for agencies — new marketing leaders re-evaluate the agency stack in their first 60–90 days. The Slack 8-K Executive Transitions toggle with the CMO/CRO role pills is the real-time companion.

Step 2: Save a budget-just-unlocked funding filter on /fundings

Open /fundings, set Industry = your verticals + Round type = Series A + Series B + Money Raised Min $5M Max $50M + Time Period = last 30 days + Employee Range 20–500. Click Save Filter (My Saved Filters panel) and toggle Email Summary ON for a recurring digest, then click Push to HubSpot to seed CRM from the same view. This is the budget-just-unlocked outbound list — new agency RFPs typically follow Series A/B closes by 30–90 days.

Step 3: Build TWO Watchlists

Open /watchlist. List 1: 50–100 new-business prospects (your aspirational client list). List 2: your active client accounts + the ABM targets on their account-based campaigns — signals on these orgs become campaign-timing triggers you share with the client account team.

Step 4: Connect HubSpot and team Slack

Visit /account?component=connectors. Connect HubSpot (Pro+) for Push to HubSpot on filtered cohorts. Connect Slack with these toggles: Releases (funding), 8-K Executive Transitions with CMO/CRO role pills, Office Lease Permits (fires when matched permits hit favorited client targets — new-office rebrand pitch material).

For agencies, three surfaces matter most. /executives with role-saved filter on CMO + VP arrivals = your highest-converting new-business signal (vendor reset window opens for 60–90 days). /companies with industry + size_bucket + funding-recency filters + Push to HubSpot = your weekly funded-and-fits list, ready to sequence. /office-expansions with recent registry start-date floor = recent-arrival outbound for rebrand / new-market launch pitches.

For client work, per-client Watchlists turn into ABM signal feeds. Every signal type (funding, exec movement, office expansion, contract win, product launch, tech-stack chip change) can fire a campaign-timing alert to the account team. Strategic-tier mobile credits let senior partners reach press contacts and prospect CMOs directly.