RunTheAgency

Your clients, programs, and payments, finally in one place.

RunTheAgency follows every client from discovery call to enrolled to renewal, with sessions on the calendar, agreements signed online, and every payment tracked.

Start your company
Your engagements this month 37 total
  • New lead Dana Whitfield 7
  • Discovery call booked 4
  • Proposal sent 3
  • Enrolled 5
  • Active client 7
  • Renewal 2
  • Completed 9
Still owed to you
$12,450
Collected this month
$8,200

How an engagement moves through RunTheAgency

  1. From lead to enrolled

    Your stages: discovery call, proposal, enrolled, active, renewal. Drag a client forward and the move is logged.

    New lead

    Dana Whitfield

    2 days

    Marcus Lee

    16 days

    Discovery call booked

    Marcus Lee

    3 days

    Priya Natarajan

    4 days

    Owen Brandt

    5 days

    Proposal sent

    Priya Natarajan

    4 days

    Owen Brandt

    5 days

    Enrolled

    Owen Brandt

    5 days

    Sofia Ruiz

    6 days

  2. Sessions and follow-ups

    Every call, session, and deliverable on one calendar, on your phone too, tied to the client.

    Dana Whitfield

    Today

    9:00 Discovery callMarcus Lee
    11:30 Coaching sessionDana Whitfield
    2:00 Follow-upPriya Natarajan
    4:15 Deliverable dueOwen Brandt

  3. Agreements and payments

    Send your agreement, get it signed online, invoice the program, and see who still owes you.

    Invoices

    • Dana Whitfield Paid $1,800
    • Marcus Lee Due Friday $2,400
    • Priya Natarajan Overdue $650
    • Owen Brandt Paid $3,500
    Still owed to you$3,050

Every client, session, and payment in one place.

Built for coaches, consultants, and agencies who are done juggling five apps.

Start your company