Digital and creative agencies live in pitch decks, SOWs, and approval emails. Tonic Desk keeps every artefact attached to the deal, every stakeholder mapped to the account, and every hour your team spends winning the work visible in one place.
You send a pitch deck. Three weeks of back-and-forth. The SOW lives in Google Docs. Finance asks for the signed copy on day 60, and someone has to dig through 40 emails to find it. Half the time the version they pull is the draft, not the signed one.
ParentCo owns three brands. Each brand has a marketing lead, a procurement contact, and a CFO who signs the SOW. Your CRM treats them all as one company — so the brand-A media plan ends up in the brand-B account by accident and the CFO sees both invoices.
The campaign needs sign-off from the brand manager, the head of marketing, and procurement. Each lives in a different inbox. By the time someone notices the brand manager went on annual leave, the pitch deadline has moved twice.
Your senior strategist spent 23 hours on the RetailCo pitch. The deal closes at a fee that does not cover their loaded cost. No one notices until the win/loss review the following quarter, because nobody was tracking time against open deals.
Pitch deck (PDF) attaches to the deal. SOW generated from a template with merge fields for scope, milestones, and fees — sent for e-signature with sequential signing (account lead first, then procurement). Counter-signed copy and the Stripe payment link for deposit live on the same deal record. The whole arc is one timeline.
Set up ParentCo as the company. Each brand becomes a child entity with its own primary contacts, media budget, and active deals. The brand manager for Brand A only sees Brand A. The CFO sees the roll-up. Billing addresses and PO numbers are stored per brand — so invoices go to the right inbox without manual re-tagging.
Add a stakeholders custom field for Approver 1, Approver 2, and Final sign-off, with email and role for each. Sequential e-signature respects the order. The deal record shows who has signed and who is blocking — so the account lead knows whether to chase the brand manager or escalate to procurement.
Log activities against the deal as the pitch evolves — discovery call, deck v1, deck v2, presentation. Each activity carries an estimated hours field. The deal record rolls up total invested hours and shows realised margin at proposed fee. Senior staff stop burning unbudgeted time on long-tail pitches because the cost is visible in week one.