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Competitive Intelligence for Agencies and consultancies

Win-loss intelligence for agencies competing on pitches.

Agencies live or die by win rates against named competitors in named pitches. RivalBeam tracks the other-side-of-the-pitch agencies so your team knows what you're up against before walking in.

Start FreeSee PricingGrowth tier ($199/mo) recommended for this vertical

The agencies and consultancies CI job

Agency CI exists to win pitches. Each pitch is named-account, named-competitor, named-incumbent. The competitive intelligence question is operational: 'what does Agency X do best with this client type and how do we counter-position?'

Signal sources that matter for agencies and consultancies

RivalBeam pulls all 6 of these public channels (plus 9 more) and synthesizes them into AI-written briefs.

Agency-roster announcements (PRWeek, Adweek, Trade press)

named client wins (and losses) signal which agency is up at which big brand right now

Senior creative / strategy hires

hires of named creatives signal capability acquisition and which client work the agency is positioning to win

Awards / Cannes Lions / D&AD recognition

award wins are leading indicators of capability that procurement teams reference in 6-12 months

Case study publication cadence

agency case studies are the procurement-team primary input; tracking which the agency publishes tells you what they're pitching

Conference talk pitches (Cannes, SXSW, Web Summit)

agency-leadership stage presence signals strategic positioning and target-client persona

Talent movement (LinkedIn senior hires/departures)

senior departures to client-side or competitor agencies signal organizational health

The agencies and consultancies battlecard

RivalBeam auto-populates these fields from the signal feed. Battlecards stay current without manual updates.

  • Named clients won/lost in last 12 months
  • Top 5 specialty areas
  • Award wins (Cannes, D&AD, Effies)
  • Average pitch win rate (if known)
  • Top 3 client objections their team handles
  • Top 3 objections they fumble
  • Pricing range (per project)

What not to do in agencies and consultancies CI

  • Tracking agencies you'll never compete with (focus on the 10-15 you actually see in pitches)
  • Skipping the awards signal (Cannes Lions wins drive procurement decisions for 18+ months)
  • Ignoring senior departures (a star creative leaving a competitor agency is your hiring or partnership opportunity)
  • Treating case studies as fluff (they're how procurement teams evaluate; track theirs and update yours)

Common competitor archetypes in agencies and consultancies

  • The big-network agency (WPP, Omnicom, Publicis arms)
  • The mid-size independent (50-300 employees)
  • The boutique specialist (under 30 employees, one specialty)
  • The in-house team you're competing against
  • The international agency entering your market

Frequently asked

Does RivalBeam track agency-specific signals?

Yes — agency-roster announcements, awards databases (Cannes Lions, D&AD, Effies), trade-press mentions (Adweek, PRWeek, Campaign), and senior talent moves on LinkedIn.

Pricing for an agency?

Growth ($199/mo) for agencies tracking 10 competitors. Pro ($399/mo) for larger agencies needing Salesforce integration + multi-team access (account managers see only their assigned competitors).

Ready to ship agencies and consultancies CI?

Growth tier ($199/mo) recommended for this vertical · 14-day free trial · No credit card.

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