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For digital marketing agencies

Pitch, sign, onboard, deliver, renew. One agency workspace instead of six subscriptions.

Waco3 gives your marketing agency a pipeline with AI-researched prospects, retainer proposals that draft themselves, e-signed SOWs, client onboarding surveys, live status pages and engagement analytics on everything you send. Two seats included in $30 a month.

Start free, 2 seats included See how it works

Full product, 7 days, 50,000 AI credits. No credit card.

  • Pipeline and client CRM with AI Company Research
  • 2 seats included, extra seats $9
  • Social media, PR and branding starter kits
Waco3 sales pipeline: Kanban deals by stage with pipeline value, weighted value and win rate

Sound familiar?

Six logins to run one client relationship.

  • Proposals in one tool, contracts in another, the pipeline in a spreadsheet.

    Per-seat pricing everywhere, nothing linked, and the account manager pastes the same client details into four places every onboarding.

  • The retainer pitch went out Friday. Who at their company actually read it?

    The CMO forwarded it to the founder, or did not. You follow up blind on Tuesday and sound nervous, or wait and lose the slot to a faster agency.

  • "Can we also do TikTok?" has eaten the margin on three retainers.

    Without a signed scope that says what a month includes, every extra ask is a negotiation you lose by default.

  • Account managers write status emails. Nobody bills for them.

    Silence makes clients nervous, nervous clients micromanage, and the Friday update becomes a 40-minute ritual per account.

One client, one chain

From prospect to renewal, every artifact connected

The researched prospect becomes a proposal, the proposal becomes the SOW, the signed SOW opens the onboarding survey, the survey seeds the tracker, and the tracked work becomes the renewal case.

  1. 01

    Prospect

    Pipeline deal + AI research

    You learn: Their offerings, pricing, competitors, people and news, cited, before the discovery call.

  2. 02

    Pitch

    Retainer proposal

    You learn: Who opened it, which sections got a deep read, how warm each stakeholder is.

  3. 03

    Sign

    SOW or MSA, e-signed

    You learn: Delivered, opened, signed, with an audit trail and certificate.

  4. 04

    Deliver

    Sprint tracker + client page

    You learn: When the client checked status, and what is waiting on them.

  5. 05

    Renew

    Renewal proposal

    You learn: Built on the delivered work they have been watching all quarter.

Pipeline + AI Company Research

Know them before you pitch. Cited, in 90 seconds.

Every prospect is a card on a Kanban pipeline with stage, value, win probability and next step, rolling up into pipeline value and a weighted forecast. Open the client record and run AI Company Research: it reads their site, the open web and corporate registries, then returns a dossier of offerings, pricing, customers, competitors, named people, recent news and concrete "ways in", each fact linked to its source.

  • Clients module: companies and people, logged activity, follow-ups with due dates, every document and envelope attached.
  • Research runs: 5 a month on Pro, 15 on Studio, about 35,000 credits each, shown before you confirm.
  • Won → tracker: mark a deal Won and Waco3 offers to spin up the delivery tracker from it.
AI Company Research dossier for a prospect with confidence score, cited ways in and named people

Proposals

Agency retainer proposals in your brand, drafted from a brief

Describe the engagement in a sentence. The AI asks two to four clarifying questions (channels, deliverables per month, reporting cadence, budget shape) and drafts the structure: situation, approach, scope by channel, packages, terms and signature. Your brand kit is already applied, so a junior strategist cannot send something off-brand.

  • Packages with a recommended tier: Growth, Scale, Enterprise, or whatever you call them.
  • Case-study and portfolio sections pulled from reusable blocks.
  • Starter kits for social media, PR and branding: proposal, agreement, intake survey, emails and tracker plan, ready to adopt.
Proposal pricing section with three packages and a recommended tier

SOWs and MSAs

The SOW is signed before the kickoff call

Convert the accepted proposal into a signable envelope in one click, with signature and date fields placed automatically, or upload your MSA and drop the fields yourself. Sequential signing for the client's procurement and your managing partner. Signers use a private link on any device; no account.

  • Audit trail and Certificate of Completion on every envelope, tamper-evident SHA-256 seal at send.
  • Delivery states: queued, sent, delivered, bounced, opened. You know when procurement never got it.
  • Change orders as new envelopes, attached to the same client and deal.
Converting a proposal into a signature envelope

Client status pages

Account managers stop writing Friday emails. Clients check a link.

Each retainer runs on a tracker in board, calendar, Gantt or timeline view. Every item has a visibility toggle, so internal chaos stays internal and the client sees a curated read-only page: Happening now · Up next · Waiting on you. "Waiting on you: ad account access, brand assets" gets you unblocked without a nag.

  • Health badge (On Track / Delayed / Blocked), auto-derived or pinned.
  • Your logo on the page, optional password or email gate.
  • Visit analytics: which client checked in this week, and on what device.
The client-facing status page showing progress, happening now and up next

Engagement analytics, team-wide

Section-level attention, per stakeholder, for the whole team

Generate a private link per recipient and see who opened what, for how long, on which device, and how many times they came back, with a 0–100 warmth signal per person. The AI reads the pattern ("pricing got three deep reads across two visits; scope was skimmed") and drafts the follow-up email or call plan. The whole team sees the same dashboard.

  • Owner, Editor and Viewer roles; only the owner touches billing.
  • Live presence: see who on the team is working where.
  • One brand kit, one library, one credit wallet shared by everyone.
Engagement overview with opens, unique viewers, read time and completion
A branded agency proposal on a phone
The client status page on a phone

What your client sees

Your agency's brand on every link. No portal to log into.

The CMO reads the proposal on a phone between meetings, procurement signs from a link, the marketing lead checks the status page instead of Slacking your account manager.

  • Proposal, agreement, survey and status page all work without an account
  • Progress and "waiting on you", never your internal notes
  • Your logo everywhere on paid plans, no Waco3 badge

Pricing

The math for a two-person agency is brutal elsewhere

Proposal software, e-sign, a CRM, a form builder and a PM tool, most of them per seat. Waco3 Pro bundles all of it with AI included and two seats, and Studio adds six seats for $60.

The stack you're probably paying for now

  • Proposal software, 2 seats$58–98
  • E-signature, per user$15–45
  • CRM starter, 2 seats$30–50
  • Form builder$29
  • PM / client portal, 2 seats$20–48
Typical monthly total$150–270 / mo

Vendor list prices as published in 2026. Several also meter sends or documents; Pro has no send caps.

Pro

$30/month

$288/yr (2 months free)

The whole client workspace for one business.

  • Unlimited documents, e-signatures, surveys, clients
  • 200,000 AI credits every month, included
  • 2 team seats included (+$9 per extra seat)
  • Your logo on everything, no Waco3 badge
  • Client portals, pipeline, templates library
Start free, then $30/mo

Every account starts with the full product free for 7 days, no card. Cancel anytime; your work is never deleted.

Free

$0forever

The document builder, free for good.

  • 3 active documents
  • AI drafting with 3,000 credits/mo
  • Trackable share links
  • "Made with Waco3" badge

Studio

$60/month

For teams of up to six.

  • Everything in Pro
  • 450,000 AI credits every month
  • 6 team seats included (+$18 per extra seat)

Good to know

What Waco3 does not try to be

  • Not a reporting dashboard

    No ad-platform or analytics integrations. Your reporting tool stays; Waco3 runs the pitch-to-renewal paperwork and status around it.

  • No payment collection

    Invoices are branded, trackable documents. Money still moves through your existing billing tool.

  • Client pages are read-only

    Clients see progress; they do not comment or upload. Keep collaboration in Slack or email, keep status on the page.

FAQ

Questions people ask before starting

Does this replace our CRM?
For a small agency, yes: companies and people, status and tags, logged calls and meetings, follow-ups with due dates, a Kanban pipeline with win probabilities and a weighted forecast, all linked to the actual proposals, contracts and trackers. There is no inbox sync; activities are logged by your team, not scraped from Gmail.
What exactly does AI Company Research read?
The prospect's public website, the open web and public corporate registries. Every fact carries a citation and a confidence level; facts without a real fetched source are dropped. It refuses to profile private individuals. Each run costs about 35,000 credits and is shown before you confirm; Pro includes 5 runs a month, Studio 15.
How do seats and roles work?
Pro includes 2 seats, Studio 6, extra seats are $9 and $18 a month respectively. Owner manages billing and the team; Editors create, edit and share everything; Viewers are read-only. Everyone shares one brand kit, one template library, one asset pool and one credit wallet.
Will junior staff send off-brand proposals?
Set the brand once (logo, colors, type, services) and every document, envelope, survey and status page inherits it. Layout presets and reusable blocks mean the strategist writes the thinking, not the design.
Do clients need an account?
Never. Every client-facing surface is a link that works on any device. Status pages are read-only for clients.
What does it cost?
Pro is $30 a month ($288 a year) with unlimited documents, e-signatures, surveys and clients, 200,000 AI credits a month and 2 seats. Studio is $60 a month with 450,000 credits and 6 seats. Every new account starts with the full product free for 7 days, no credit card, then lands softly on the Free plan. Nothing is deleted.

Pitch better. Sign faster. Stop writing status emails.

Open a free account, invite your co-founder on the second seat, and move this month's pipeline in before the next discovery call.

Start free, 2 seats included

Full product, 7 days, 50,000 AI credits. No credit card. Lands softly on the Free plan afterwards; nothing is deleted.