The proposal isn't the hard part. The follow-up is.
Agencies lose deals and clients to silence, not to bad work — a proposal that never gets nudged, a project update that's a day late, a status nobody logged. Socieva builds the AI layer that keeps every client relationship moving without an account manager having to hold it all in their head.
The parts of the job that aren't actually the work.
- Remembering which proposals are still awaiting a reply
- Manually nudging clients who've gone quiet
- Logging project status across scattered tools
- Writing the same status-update email for every account
- Account owners finding out something's stalled too late
- Proposal status tracked automatically after it's sent
- Automatic, timed nudges on unanswered proposals
- Status logged in one place as it changes, not after the fact
- Personalized client updates sent on a schedule, not a memory
- The account owner alerted the moment something actually needs them
Proposal sent → automatic nudges → status logged → account owner alerted only when needed.
This is the shape of what we build, not a specific result from a specific client — Socieva doesn't publish client outcomes without their permission. Send us your actual client-management process and we'll map what this looks like for your agency specifically, for free.
We automate the reminders. We don't automate the account.
Tracking status, sending nudges, and logging updates is repetitive and rule-based — automate it. Understanding what a client actually needs, handling a sensitive conversation, and making the creative or strategic call — that stays with your team. The system's job is to make sure nothing slips through while they do it.