March 10

Never Face an Empty Funnel Again: A Proactive Agency Business Development Process

A few weeks ago, my wife and I were having dinner with an out-of-town couple—our friends who own a successful small agency in Texas. As usual, the conversation touched on life, kids, and travel, eventually turning to business—specifically, the benefit of a proactive agency business development process.

Back in November 2024, I sent them a rough outline of a fractional business development director offering I was considering launching in early 2025. I wanted to gauge whether agency owners saw its value—and, more importantly, whether they’d be willing to pay for it. Their response was immediate: Yes and yes! But they didn’t need help at the time.

Their agency was thriving—drowning in inbound leads from word-of-mouth referrals. Work spoke for itself. Phones rang. Deals closed. Business development felt effortless.

Now, less than six months later, everything has changed

Their largest client was pulling the plug—not because of poor performance, but because marketing was on the chopping block in a cost-cutting spree. 🤦‍♂️ Worse still, those previously abundant word-of-mouth referrals had dried up. The phones that rang consistently just a few months ago were now eerily quiet.

They didn’t say it outright, but I could see it in their faces: frustration, anger, and maybe panic. I get it. I've been there... more than once, and I wouldn't wish that situation on my worst enemy, much less some of my best friends.

Fortunately, their reputation saved them—just in time. A major new client has landed in their lap, pulling them back from the brink. But their close call is a powerful reminder for all of us:

🚨 Relying on inbound leads and referrals alone is not an agency business development process. 🚨

It’s a gamble. And sooner or later, the house always wins.

If you want to ensure your agency never faces an empty funnel, you have to have a proactive agency business development system—one that creates consistent, predictable deal flow no matter what the market throws at you.

Here's where I'd start if I were you.

The Harsh Reality: Expertise Alone Isn't Enough 

The old adage “it’s who you know” is outdated. The game has changed. Today, it’s who knows YOU. That's why your agency must become known for knowledge. Too many agency owners believe that if they do great work, the clients will come. That used to be true. It isn’t anymore.

The market is noisier than ever, and Clients are drowning in options. If they don’t already know who you are—and associate you with undeniable expertise—you’re just another name on a long list. You may get a call, but you won't be the only agency getting that call. And you definitely won't be the preferred choice in any review process. 

How to Become the Expert Clients Can't Wait To Hire

  • Shift from reactive to proactive visibility. Most agencies wait to be invited onto the stage. Stop waiting. Create your propinquity-based content platform. Publish deep, original insights on your website. Break them into Cobblestones you spread around the internet, posting on key Propinquity Points your ideal clients frequent. Host webinars. Start a LinkedIn newsletter. Conduct unique research and then invite people to free briefings so they can learn what you know. Offer your insights to key podcasters. Be a Johnny-on-the-spot resource for reporters on deadline. Be unmissable.
  • Be a specialist, not a generalist. The agency world has a plethora of “full-service” firms offering everything to everyone. That’s forgettable. What’s memorable? Owning a specific agency value proposition, approach, or process so thoroughly that when prospects experience the problem you solve better than any agency in the world, you're the loudest voice they hear and call you. The human brain is like a parking lot. In which spot do you want your prospects to park your agency? 
  • Teach, don’t sell. The most successful agency business development process isn’t about cold outreach but creating a magnetic attraction. Instead of pitching your agency, teach something valuable. The single most successful business development idea I ever had was trying to change the Mardi Gras brand from "girls gone wild" to "family friendly fun" using nothing other than social media. That one idea, and the subsequent case studies resulting from the effort skyrocketed my career and launched my agency. Share insights the prospect's own agency hasn't discovered, and I promise you, the right clients will come calling.

If you’re not consistently demonstrating your expertise, you’re invisible when it matters most. The goal isn’t just awareness—it’s Top of Mind Preference (TOMP). You want clients to actively look for opportunities to hire you, not just stumble across you in a Google search. Build that position now, and when the right project comes along, you’ll be their first call.

The Cobbler's Children MUST Have Shoes 

Most agencies only reach out to their network when they need something—usually a new client. You know the cycle. You get busy. You focus on client work. Months pass. Suddenly, a project wraps up, or a client moves on, and you realize holy crap batman, that your pipeline is dry. Cue the frantic outreach. The all hands on deck, let's find us a new client or project fire drill that we've all lived through, likely more than once. 

That’s a mistake. Your network isn’t a safety net—it’s your most valuable business asset

How to Stay Top-of-Mind Without Feeling Salesy

  • Be valuable before you need something. The best time to reach out is when you have zero agenda. Share an insightful article or a great book you think the contact will enjoy. Offer to help or support their pet project or charitable effort. My personal favorite is introducing two contacts or prospects to one another. It's like killing two birds with one stone! The bottom line is to create goodwill now, and when you do need something, the ask won’t feel transactional to you or them.
  • Systematize your outreach. Business development shouldn’t be left to memory. Many CRMs will let you set a time-based alarm to remind you if you haven't touched a contact over a set period. Trust me, it's easy to lose track of time and realize you haven't spoken to, emailed, or said hi to a contact in months. Keep a swipe file of really good information. Then, when it's time for that next check-in, send a quick “Saw this and thought of you” email. Small, consistent touchpoints keep relationships warm.
  • Host small gatherings. One of the easiest ways to activate your network? Create an excuse for people to connect. Host a virtual roundtable. I remember when Google Hangouts launched. I used to sit in a virtual happy hour with nine other social media speakers and consultants every month. And the relationships built during those happy hours continue to this day. If you have a robust local network and like to cook, why not host a private dinner at your house? There's no better way to get to know people and break down barriers than to break bread with them in your home. And if that's too intimate for you, host a low-key industry event at a local restaurant, club, or event space. Bring in a guest speaker that you admire, or maybe create a panel of local experts that people don't hear from often. You don’t need to sell—just facilitate, and opportunities will emerge.

Your next best client is already in your network. The question is: Do they still remember you exist?

Why Most Agency Business Development Processes Struggle To Sell Successfully

Hope is not a sales strategy. If your agency business development process feels unpredictable, it’s because you don’t have a real system. You're treating sales like an afterthought—something you do when you have time. But that’s precisely why your pipeline is inconsistent.

Successful agencies treat sales like client work—structured, scheduled, and systematic.

how to create a business development process that runs itself 24/7/365

  • Map your sales process—step by step. What exactly happens from first contact to closed deal? How many times will you touch a contact? What types of touches will you use and in what order? Write it down. Schedule it. Monitor results. Then continuously improve it.
  • Get a CRM and use it. If you’re tracking leads in a spreadsheet—or worse, your inbox—you’re losing deals to disorganization. I honestly don't understand how anybody can sell anything at scale without leveraging the power of a CRM. It’s more than just a proactive tool that drives follow-ups, tracks relationships, and keeps deals moving. It's a second brain that ensures the history of your business development program lives on long after you, or your current business development director, is gone. It's institutional knowledge. 
  • Set strict qualification criteria. I swear, every single time I take a client that isn't ideal, it bites me in the butt. Stop wasting time on bad-fit leads. Define exactly who is and isn’t a good prospect for your agency. This is one of the first steps I take when I'm working with an agency to build out its business development process. We define the Ideal Client PROBLEM the agency solves, then create a hyper-detailed Ideal Client Profile. That forms the strategic underpinning of everything we do from that point forward. It's a huge lift, but I promise you, the more ruthless you are in qualification, the less time you waste chasing dead ends. And like I alway say, in business development, every minute you spend working a deal that doesn't close is wasted time and represents a huge opportunity cost.

Contrary to popular belief, sales isn’t about being aggressive—it’s about being intentional. Build a process that works. Work the process. You’ll always have a potential client or two in the wings just waiting for the opportunity to hire your agency.

Scarcity: The Agency Business Development Process Growth Strategy No One Talks About

Most agencies make the mistake of always saying yes. Yes to mediocre clients. Yes to bad-fit projects. Yes to discounts just to close a deal. But the agencies that command the highest fees and attract the best clients? They make themselves hard to get.

Scarcity isn’t just a byproduct of success—it’s a deliberate strategy that increases demand, strengthens positioning, and puts you in control of your agency’s growth.

how to use scarcity to your advantage

  • Stop taking every client that comes your way. I get it—turning down revenue feels counterintuitive. But every bad-fit client you take on drains time, energy, and profit. Worse, they steal bandwidth from the high-value clients you should be working with.
  • Raise your prices. Want better clients? Charge more. Lower pricing signals commoditization. If your rates are too affordable, clients assume your agency is no different than the dozen others they’ve considered. Scarcity creates demand, but premium pricing reinforces it.
  • Don't be afraid of delaying the start date. If you're running close to or at capacity, instead of jumping in immediately, inform the prospect that you'll need to set the project start date weeks or months out to allow time to staff up or reallocate resources. This reinforces demand and signals to clients that they’re hiring an in-demand agency—not one desperate for work.

Scarcity isn’t a limitation—it’s a powerful positioning tool. Use it right, and you’ll attract better clients, higher fees, and more respect. 

Position Your Agency for Growth—Or Pray for a Chance to Pitch

The agencies that win aren’t waiting for opportunities. They’re creating them. Every single day.

Because when your pipeline runs dry, you’re left hoping—hoping for a lucky referral, hoping for an RFP, hoping the phone rings. And hope isn’t a strategy.

The painful truth is that if you don’t proactively drive your business development process, you don’t control your agency’s future. You're abdicating that control to a dealer.

So the real question is: how long are you willing to gamble?

Before you go, if you're a first-time reader and liked this piece, why not consider subscribing so we can stay in touch? Of course, you can break up at any time if you don't like what we send 😉.  Till next time. 


This post was originally published on Painless Prospecting, the weekly sales and marketing blog created by the fine folks at Converse Digital. If you want to learn how to create, engage in, and convert conversations into new clients and customers, give them a call


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About the author

Tom is 30 year veteran of the sales & marketing industry with a penchant for stiff drinks, good debates and showing others how to combine the power of digital platforms and technology with the science of persuasion to turn conversations into customers.

He is the founder of Converse Digital, a former contributing writer for Advertising Age, and author of The Invisible Sale regarded by readers as a "must-read for any marketing and sales team."

The Invisible Sale has been described as: showing the reader how to rip down the communication barrier between sales and marketing teams in an easy-to-digest look at how both teams can work together to attract, measure, and close prospects in today's online landscape.

In the book, Tom breaks down his entire business development process, honed over a decade of practice, to create the ultimate field guide for anyone tasked with creating an effective business development program for themselves, their agency, or company.

And for those seeking to learn more about the art and science of persuasion, modern digitally oriented prospecting, effective lead nurturing without becoming a nuisance and closing more business deals, Tom has authored hundreds of articles available via his Painless Prospecting Newsletter Archives.

He is also a highly sought after sales & marketing keynote speaker who has graced stages in 52 cities, 27 states, and 7 countries spread across 4 continents.

He primarily speaking on topics of sales, business development, social selling, social media and the power of consumer experiences shared via social media as the ultimate form of advertising.

Tom's probably best known for his incredibly successful, groundbreaking social media campaign to rebrand Mardi Gras from "girls gone wild" to "family friendly fun" using nothing other than social media. That work led him to create his signature tourism marketing keynote -- The Soundtrack of our Life: Leveraging Visitor Experiences To Drive Visitation.

Too learn more about Tom's most requested talks, or check his availability, visit his professional speaker page.

You can also follow him on Twitter or connect with him on LinkedIn.


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