TL;DR for B2B agency owners
- Built for 5-50 person B2B agencies running ABM programs, demand gen retainers, and pipeline-focused content + paid + intent data work.
- Track hours per discipline (ABM strategy, content, paid, RevOps, design) to see which services actually clear margin.
- One branded portal replaces Asana + Harvest + HoneyBook + Salesforce or HubSpot custom report decks.
- Flat $79-$199/month pricing — not per-seat — so a 20-person B2B team costs the same as a 5-person one.
- Pair with HubSpot, Salesforce, 6sense, Bombora, Demandbase, and LinkedIn Ads — AgencyPro is the agency ops layer, not your martech.
Built for How B2B Marketing Agencies Actually Work
ABM strategy, content production, paid media, intent data analysis, and RevOps each require different tracking and billing. AgencyPro maps to your real B2B workflow.
Clients submit ABM target account lists, campaign briefs, intent data requests, content needs, and paid program requests through structured forms. Each request captures ICP fit, target accounts, expected pipeline contribution, and stakeholder approvers — so strategists start with full context.
Separate time entries for ABM strategy, content production (thought leadership, gated assets, case studies), paid media (LinkedIn, programmatic, 6sense activation), intent data analysis, RevOps and CRM work, and event marketing. Compare actual effort against retainer estimates per service.
Charge monthly retainers ($8K-$35K for full-stack B2B programs), per-campaign projects ($15K-$60K for launches and pillar campaigns), or pipeline-linked performance fees. Pass through HubSpot, Salesforce, 6sense, Bombora, and Demandbase costs as itemized lines with margin.
Upload HubSpot or Salesforce dashboards, 6sense intent reports, ABM account engagement scores, paid attribution data, and pipeline contribution to the client portal. Clients see MQL volume, SQL conversion, pipeline created, and deal velocity — no need to rebuild dashboards every month.
ABM strategy may earn $260/hour while content production bleeds margin at $90/hour. LinkedIn paid management may clear $180/hour. Break down revenue and hours per B2B service so you can reprice retainers and quote new programs with margin data behind them.
B2B campaigns involve strategy, content, design, paid, RevOps, and the client's marketing leadership + sales. Threaded discussions tied to specific accounts, campaigns, and assets keep the pipeline conversation next to the work instead of scattered across Slack and email.
Clients log into a portal at your domain. They see active ABM campaigns, content production queue, this quarter's pipeline contribution, target account engagement, license invoices, and an intake form for new content briefs, campaign launches, or list updates.
Store ICP and persona docs, ABM target account lists, campaign briefs, gated assets (whitepapers, case studies), ad creative, brand guidelines, and competitor battlecards per client. No more digging through Drive for the latest target account list.
How a B2B Agency Uses AgencyPro Across a Typical Engagement
An 8-step lifecycle from pipeline audit through quarterly business review, mapped to how B2B teams scope, execute, and bill long-cycle ABM and demand gen retainers.
Discovery and Pipeline Audit
Run a current-state audit: ICP definition, existing pipeline funnel, CRM hygiene, current marketing-sourced revenue, content inventory, paid channel mix, ABM maturity. Produce a 90/180-day B2B program roadmap the client approves in the portal.
Engagement Setup in AgencyPro
Create the client workspace, configure a monthly retainer with hour allocations per discipline (strategy, content, paid, RevOps, design), invite stakeholders (CMO, demand gen lead, sales VP, RevOps), and load ICP docs, brand guidelines, and tech stack details into the library.
ABM List and Campaign Roadmap
Build the target account list using intent data (6sense, Bombora) plus ICP fit. Map content offers to buyer journey stages. Define campaign cadence and channel mix. Clients approve the roadmap in the portal before execution begins.
Execute Content and Paid Sprints
Run monthly sprints: thought leadership content, gated asset production, LinkedIn paid campaigns, 6sense account activation, retargeting. Log hours per channel and content type. Retainer burndown updates in real time so you know mid-month if scope is exceeding budget.
RevOps and CRM Configuration
Configure lead scoring, lifecycle stages, MQL/SQL definitions, and sales handoff workflows in HubSpot or Salesforce. Build attribution reporting. Each configuration is a tracked ticket with approval gate. Sales-side rollout coordinated with the client's RevOps team.
Deliver MQL-to-Pipeline Reports
Upload HubSpot/Salesforce dashboards, 6sense engagement reports, paid attribution, and pipeline impact to the portal. Add narrative: which campaigns drove the most pipeline, which accounts are hot, what the next quarter focuses on.
Reconcile Retainer and Invoice Overages
Match logged hours against retainer allocation. Flag scope expansions like a new pillar campaign, ad-hoc sales enablement, or an account list refresh, and invoice overage work with clear documentation tied to specific approved tickets.
Quarterly Business Review
Pull 90-day MQL, SQL, pipeline, and revenue-influenced data. Surface which channels and content drove the most pipeline. Present pricing or scope changes for next quarter using real margin data from AgencyPro.
Three Common Scenarios for B2B Agencies
The work at most B2B agencies cycles through three recurring patterns. Here is how AgencyPro handles each with concrete steps.
1. Onboarding a $18K/month enterprise ABM retainer
A B2B SaaS company with $40M ARR signs a 12-month ABM retainer covering 200 target accounts, monthly content production (4 thought leadership + 2 gated assets), LinkedIn paid management, 6sense activation, and RevOps consulting.
In AgencyPro:
- Spin up the workspace from your "Enterprise ABM Retainer" template. Six sub-projects: Strategy, Content, Paid, RevOps, Design, Reporting.
- Configure the retainer: 90 hours/month split as 15 Strategy / 25 Content / 18 Paid / 12 RevOps / 12 Design / 8 Reporting. $220/hour blended rate, overage at $255.
- Send the intake form: ICP definition, current target account list, CRM/MA platform access, intent data sources, brand guidelines, content topics off-limits.
- Schedule the discovery audit (lead ABM strategist + RevOps lead + content director, 28-hour estimate, due in 14 days).
- Invite the client's CMO, demand gen lead, sales VP, and RevOps lead to the portal with appropriate permissions.
Time-to-launch: typically 5-7 hours vs. 2-3 weeks of email and SOW coordination.
2. Delivering the quarterly business review
Same client, end of Q2. The CMO has a board meeting and needs the quarterly B2B pipeline numbers attributed to your work.
In AgencyPro:
- Export from HubSpot/Salesforce (MQL volume, SQL conversion, pipeline created, revenue closed), 6sense (target account engagement scores, surging accounts), and LinkedIn (campaign attribution).
- Upload each export to the portal under "Q2 Business Review".
- Write the narrative: "132 MQLs (vs. 95 in Q1), 38 SQLs, $2.4M in marketing-influenced pipeline, 14 target accounts now showing surge intent. Top channel: LinkedIn ABM (42% of pipeline)."
- Pin the hours breakdown by discipline: Strategy 44/45, Content 73/75, Paid 53/54, RevOps 35/36, Design 35/36, Reporting 22/24.
- Pre-schedule the QBR call. Pre-read goes to the CMO 48 hours ahead.
Time-to-QBR-prep: typically 90 minutes vs. 6-8 hours building a B2B pipeline deck.
3. Running a content production pipeline across 7 B2B clients
Your content team produces 28 pieces/month across 7 B2B retainer clients — each with different ICP focuses, brand voices, and approval chains.
In AgencyPro:
- A "B2B content piece" template covers: brief → expert interview (if needed) → outline → draft → SME review → client review → revisions → final → published.
- Each stage has hour budgets per role: strategist 2 hours for brief, writer 6 hours for draft, editor 1.5 hours, designer 2 hours for layout.
- Client reviews happen in the portal — they comment inline, request changes, approve. No more PDF round-tripping or email chains.
- Writers log time per piece. Client A averages 9.5 hours/piece (healthy), client B is at 16 hours (margin trouble — too many revision rounds).
- This feeds quarterly renegotiation — client B's next contract gets repriced or revision rounds capped at 2.
Result: content cost-to-deliver becomes visible per client, so unprofitable accounts surface before renewal.
The B2B Agency Stack AgencyPro Replaces
Most B2B agencies run 6-8 SaaS tools to coordinate a single client. Here is how that stack maps to AgencyPro — and what you keep for the actual B2B work.
| What you use today | Typical monthly cost (10 seats) | AgencyPro feature that replaces it |
|---|---|---|
| Asana / ClickUp / Monday | $110-$240 | Tasks, projects, ABM-specific templates |
| Harvest / Toggl Premium | $70-$200 | Time tracking with discipline tags |
| HoneyBook / FreshBooks | $40-$90 | SOWs, e-signature, recurring retainers |
| SuperOkay / ClientPortal.io | $40-$80 | Branded client portal and intake forms |
| Slack Connect (per client channel) | $80-$150 | Threaded portal comments per campaign |
| Google Drive for ICP docs, briefs, content | Included in Workspace | Per-client asset library |
| Estimated total replaced | $340-$760/month | AgencyPro Pro at $79/month (flat) |
You typically keep: HubSpot or Salesforce (CRM and MA), 6sense or Demandbase (intent and ABM activation), Bombora (intent data), LinkedIn Sales Navigator and Ads Manager, ZoomInfo or Apollo for contact data, Pardot or Marketo if not on HubSpot, and QuickBooks or Xero for accounting.
The Pricing Math for a 12-Person B2B Agency
A worked example for the typical B2B ops stack vs. AgencyPro's flat pricing. Excludes HubSpot, 6sense, and LinkedIn which are kept on both sides.
Status quo: 12-person B2B agency ops stack
- Asana Premium (12 seats): $132/mo
- Harvest (12 seats): $132/mo
- HoneyBook Premium: $59/mo
- SuperOkay or ClientPortal.io: $59/mo
- Slack Connect (per client channel): $95/mo
- PandaDoc for SOWs: $35/mo
Total: ~$512/month • $6,144/year
On AgencyPro
- AgencyPro Pro: $79/mo (flat, unlimited seats)
- Includes: projects, tasks, time tracking, invoicing, retainers, client portal, intake forms, SOWs, asset library
- Grow from 12 to 30 people with no pricing change
Total: $79/month • $948/year
Savings: ~$433/month, ~$5,196/year
The bigger lift is admin time recovered — typically 12-20 hours/week across the team consolidating ops into one tool. At a $90-$160 internal cost-per-hour that is often a much larger savings than tool spend.
Migrating From Asana, ClickUp, or a Mixed Setup
Most B2B agencies come to AgencyPro from one of three patterns. Here is what each move looks like.
Coming from Asana or ClickUp
Export projects and tasks as CSV. Rebuild your top 3 templates: Enterprise ABM, Demand Gen Retainer, and Content + Paid Sprint. Clone per client as you migrate. Most agencies move client-by-client over 4-6 weeks given the complexity of B2B engagements.
Coming from Harvest plus HoneyBook plus Drive
Export time logs and active invoices. Recreate retainers in AgencyPro and log new entries there. Upload the most recent ICP docs, ABM target lists, content briefs, and brand guidelines to the per-client asset library. Most teams are off Harvest within 30 days.
Coming from a Notion plus Slack setup
Easiest migration for smaller agencies. Use AgencyPro's B2B retainer templates as your starting point. Recreate each active client from your Notion workspace (typically 45-90 minutes per client given B2B complexity). Send portal invites. By week 2 most teams stop using Notion for client-facing project tracking.
What Changes When You Track Every B2B Deliverable
B2B agencies using AgencyPro report shorter QBR cycles, fewer retainer disputes, and clearer visibility into which services drive the best margins and pipeline.
Bill Strategy Separately From Production
Track ABM strategy, content production, and paid management as distinct line items so clients see why strategic hours cost more than tactical execution
Surface Retainer Overages Before Quarter Close
Automatic alerts when content or campaign hours approach the monthly cap so you can pause or get approval for expanded scope
Cut Report Assembly From Hours to Minutes
Upload HubSpot/Salesforce, 6sense, and paid attribution exports directly to the portal instead of rebuilding pipeline decks every QBR
Protect Margins on Complex ABM Programs
Track account-level engagement work and intent data analysis separately to spot which accounts consume disproportionate hours
Justify Higher Retainers With Pipeline Data
Show clients the dollars of pipeline produced per hour billed — data that supports moving from $10K retainers to $20K+ programs
Eliminate Duplicate Status Update Requests
Clients check campaign performance, account engagement, and pipeline contribution through the portal instead of weekly emails
Saved weekly on retainer ops
Retainer renewal rates
Average invoice creation time
Based on average results reported by agencies using AgencyPro
A Real Scenario: 16-Person B2B Agency in Boston
A 16-person B2B agency focused on B2B SaaS and managed services, running 9 ABM retainer clients between $9K and $25K/month with $1.2M annual revenue. They came to AgencyPro from a ClickUp + Toggl + HoneyBook + Slack Connect setup.
The challenge
ABM strategy hours were earning premium rates but content production hours were eating margin on bigger retainers. They couldn't prove which mix was profitable per client. Toggl tracked hours but not by discipline or pipeline contribution. The founder spent ~12 hours per month reconciling Toggl exports against retainer scopes and pipeline reports.
What changed in AgencyPro
- Time entries tagged by B2B discipline (ABM strategy, content, paid, RevOps, design) per client.
- Retainers configured with hour allocations per discipline and overage alerts at 80% consumed.
- QBR reports built from a template combining HubSpot/Salesforce data with retainer hour breakdowns; QBR prep time per client dropped from ~6 hours to ~90 minutes.
- Service-level margin analysis showed ABM strategy cleared 71% margin while content production cleared 38%. They moved 4 retainers to discipline-specific pricing (premium for strategy, market rates for production).
Measurable outcome (first 90 days)
- ~11 hours/week of leadership time freed from reconciliation and QBR prep.
- Tool spend reduced from ~$510/month to $79/month.
- Three retainer repricings (discipline-specific pricing) added ~$4,200 MRR.
- Two pillar campaign overages worth ~$3,800 each got invoiced instead of absorbed.
Scenario based on patterns reported by AgencyPro customers; specific numbers will vary by agency.
Is AgencyPro Right for Your B2B Agency?
AgencyPro is built for B2B agencies running multiple ABM and demand gen retainers. It is not the right tool for every team. Here is an honest read.
AgencyPro might NOT be the right fit if:
- •You're a solo B2B consultant with 1-3 clients. A lighter tool like HoneyBook or Bonsai will cover you without platform overhead.
- •You're a 100+ person enterprise B2B agency. Workamajig, Kantata, or custom PSA tools may fit the resource and finance complexity better.
- •You only need an ABM activation platform. 6sense, Demandbase, and RollWorks are purpose-built for that — AgencyPro is the ops layer around them.
- •You only do one-off positioning or messaging projects. A simple invoicing tool plus Notion will cover project-only work.
- •You need deep CRM or MA integration. AgencyPro is ops — pair with HubSpot, Salesforce, Pardot, or Marketo for the marketing automation layer.
AgencyPro is a great fit if:
- •You run a B2B agency with 5-30 ABM or demand gen retainers. Multi-discipline retainers (strategy + content + paid + RevOps) in one place.
- •Your content or pillar campaigns are bleeding margin. Track hours by discipline and reprice with margin data.
- •You spend a day each quarter assembling QBR decks. Upload pipeline and ABM data directly to the portal with narrative.
- •You handle ABM strategy, content, paid, and RevOps in the same retainer. Separate discipline categories let you measure margin per service.
- •You want clients to self-serve on pipeline impact. A branded portal cuts "what's our pipeline this quarter?" emails.
Frequently Asked Questions
Get answers to common questions about our platform.
How does AgencyPro support B2B-specific long sales cycle reporting?
Pipeline reporting in B2B often spans 6-18 months from MQL to close. AgencyPro lets you tag time entries to multi-quarter campaigns and track cumulative pipeline contribution over time. Quarterly business reviews surface campaigns that produced pipeline 9 months after launch — useful for justifying retainer continuity.
Can I organize work across ABM, content, paid, and RevOps disciplines?
Yes. Each client workspace has sub-projects for ABM strategy, content production, paid media, RevOps, and design. Time entries automatically tag the discipline. After two quarters you have data showing that ABM strategy hours produce 3x the pipeline per hour vs. broad content — useful for reallocating retainer scope.
How does the client portal handle pipeline and account-level reporting?
Upload HubSpot or Salesforce dashboards, 6sense account engagement reports, and paid attribution data with a written narrative. Clients see MQL volume, SQL conversion, pipeline contribution, and target account engagement in one place — without rebuilding dashboards every QBR.
What happens when a client wants a new pillar campaign launch beyond retainer scope?
Track the new launch as a separate project with its own estimate (typical: 60-120 hours for a multi-channel pillar). Approved overage hours auto-roll into the next invoice with line-item detail. Clients see exactly what they paid for, when, and at what cost.
How do I handle pass-through licensing for HubSpot, Salesforce, 6sense, and Demandbase?
Track license costs per client. Some agencies pass through at cost; others mark up 10-15% for handling the relationship. AgencyPro itemizes both cleanly on invoices so clients see what is software vs. agency fee. Particularly useful for 6sense and Demandbase where annual contracts run $30K-$120K.
Does AgencyPro replace HubSpot, Salesforce, 6sense, or my B2B martech stack?
No — and intentionally. AgencyPro is for agency ops: time tracking, retainers, client portal, invoicing, approvals. You keep your B2B stack (HubSpot, Salesforce, 6sense, Bombora, Demandbase, LinkedIn Ads, Pardot, Marketo). AgencyPro is the agency-side ops layer that runs your delivery.
Can I run this for both ABM-led agencies and broader B2B demand gen agencies?
Yes. ABM-led agencies use account-level templates with target list management and intent data work. Broader demand gen agencies use channel-led templates focused on content, paid, and email programs. Both fit in the same workspace structure with different sub-project configurations.
How do I demonstrate ROI from a multi-quarter B2B program to justify renewal?
Track campaign-to-pipeline attribution over time. Quarterly reviews show cumulative pipeline influenced per dollar spent. After a year you have defensible data showing that a $15K/month retainer produced $1.8M in influenced pipeline — that justifies renewal at $20K/month or transitioning to a pipeline-share structure.
Resources for B2B Agencies
Guides, templates, and tools to help you run a more profitable B2B agency.
Agency Metrics Dashboard
Track the KPIs that matter most for B2B agency success.
How to Prevent Scope Creep
Keep ABM retainers profitable by managing scope.
Retainer Pricing Calculator
Price your B2B retainers profitably.
Profit Margin Calculator
See which B2B services drive the best margins.
HubSpot Agencies
For HubSpot Solutions Partners running B2B engagements.
SaaS Agencies
For agencies serving SaaS companies with growth retainers.
Growth Marketing Agencies
For growth-first agencies running cross-channel retainers.