A weekly plan for service businesses.
Agencies, consultancies, IT and professional services firms sell services to other businesses, and depend on retainers, contracts and recurring clients. MyRevenueLeader watches your clients and deals and tells you each week where to look.
What gets in the way, and how MyRevenueLeader helps
Retainers and contracts come up for renewal without a plan.
How it helps
The renewal radar, a list of every agreement coming up, shows its value and the time a client has to give notice, so the conversation happens before the date, not after.
Proposals wait on replies and nobody follows up.
How it helps
Deals with no update are flagged, with how many days they have waited. For a deal at risk, Suggest next step gives you a short follow-up you send yourself.
A key client goes quiet.
How it helps
A deal that goes quiet shows up on your dashboard, and in your Monday brief from November 2026. When an owner turns it on, a short fact from a client's email is added to the deal. We keep the fact, never the email.
There is no weekly plan, and nobody to coach a small sales team.
How it helps
Your Monday brief sets out what to do this week. Each person gets their own, and Deal review gives you a second opinion on any open deal. Coaching tips for each salesperson are coming soon, and report cards come in November 2026.
What it connects to
Works with
- Microsoft 365 / OutlookAvailable now
- Gmail / Google CalendarComing early 2027
- HubSpotComing December 2026
- ConnectWisePlanned, no date yet
Not on Outlook yet? Join the list and we'll tell you when your tools are supported.