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New business for agencies

Walk into the pitch
with a POINT OF VIEW.

PrepWork grades the prospect's website, reads their social presence and reviews, maps their competitors and finds the decision makers, so the first meeting starts with insight.

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First report free · No credit card · See a sample report

Agency new business research, done before the first call.

Agency new business is won by the team that shows up with a point of view. PrepWork does the prospect research for your agency: a website grade with specific notes, a read of the company's social media presence, customer reviews, competitors and the marketing and business leaders to contact. Use it to prepare a new business pitch, an intro email or a first meeting without hours of unpaid auditing.

The problem

Prospect audits without the unpaid hours.

Without PrepWork
  • Pitch decks that could be about any company.
  • Hours of auditing for a prospect who never replies.
  • Guessing who signs off on marketing spend.
With PrepWork
  • A website grade and a social media read you can open with.
  • Their competitors, and your angle against them.
  • Decision makers at the level you choose.
Illustrative fictional sample · Bright Smiles Dental Group

Inside every report

Just 4 of the 18 sections. See the full sample report
Opportunity Score
80
Build the Relationship

Bright Smiles is actively spending — three acquisitions in two years with PE money behind them. Their reviews reveal specific operational pain points that create an immediate selling window. Act now before they build in-house or stabilize post-acquisition.

Score Breakdown
50
Base Score — Every company starts here
+15
PE-Backed Active Acquisition Mode — Three practices purchased in 24 months signals active growth budget and vendor openness.
+12
Clear Operational Pain Points at Scale — Review data reveals specific scaling problems a web/digital solution can address directly.
+8
CEO Accessible on LinkedIn — Dr. Whitfield posts monthly and engages — direct outreach has a real chance of response.
-5
Building In-House Marketing — Hiring a Marketing Coordinator suggests they may close the door on outside vendors.
Key Contacts
K
Dr. Karen Whitfield
Founder & CEO · LinkedIn active monthly
M
Michael Torres
Director of Operations · Decision maker for vendors
Conversation Starters
1
“Congrats on Wrentham — eight locations is serious. How are you managing standardization across the newer sites?”
Opens the exact pain point you solve without pitching.
2
“Your reviews are strong — 4.3 across 847. I noticed wait time mentions at the newer locations. Is that on your radar?”
Leads with a compliment, then surfaces a known pain point.
3
“Dr. Whitfield's 40 Under 40 profile mentioned technology adoption as a key differentiator. What does that look like for you right now?”
Bridges their identity as tech-forward to your conversation.
Read the full sample report
What you get

The audit, done before the first call.

Website grade

A letter grade with specific notes on the company's digital presence.

Social media presence

Where they are active and what they post.

Customer reviews

Ratings, what buyers love and what they complain about.

Competitive landscape

Who they compete with and your angle.

Key contacts

Marketing and business leaders at the level you choose.

Pitch strategy

The approach, the best channel and the best timing.

Every report has 18 sections. See them all in the sample report.

How it works

Three steps. A few minutes.

Enter the company

Its name and website, your industry, and the seniority of the person you want to reach.

PrepWork researches it

Live web research on the company: its site, news, reviews, hiring and people.

Walk in prepared

Read one report, then use the opener, email or LinkedIn DM written for that company.

Pricing

Start free. Pay per report or by the month.

First report
Free

No credit card required.

Get my Free Report
Single report
$19.99

One complete report, one time.

Buy One Report
Individual
$79.99 /month

50 reports a month, one seat.

Subscribe for $79.99/month
Team $279.99/month, 200 shared reports, up to 5 seats →Growth $579.99/month, 500 shared reports, up to 10 seats →

Buying for a team? See how team plans work.

Questions

Before you try it.

How long does a report take?

Usually a couple of minutes. PrepWork runs live web research on the company every time, so you are not reading an old database record.

Can my whole team use it?

Yes. The Team plan is $279.99 a month for 200 shared reports and up to 5 seats. Growth is $579.99 a month for 500 shared reports and up to 10 seats.

What is the website grade?

A letter grade for the company's digital presence, with specific notes you can bring to the pitch.

Is the first report really free?

Yes. Create a free account and run your first report. No credit card required.

What does PrepWork cost after the free report?

$19.99 for a single report, or $79.99 a month for 50 reports on one seat. Team plans start at $279.99 a month for 200 shared reports and up to 5 seats.

Run your first report free.

Pick a company you are calling this week. See what PrepWork finds.

Get my Free Report Or read a full sample report first.