Template library
Rule pack: agency and services
The Agency & Services pack in Sellinger's rules picker has 11 rules: 3 that aim the campaign at owners and decision makers of small and mid sized companies, 3 that skip fellow agencies, freelancers and job seekers, and 5 that pause a conversation for a person. This page shows each rule as written.
Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.
What the pack is
Service firms sell to owners who buy on trust and proof, and who are pitched by other agencies every week. The catalog's description of this pack is: win service clients, target owners with budget, skip fellow agencies, escalate proposal requests. It is one of 8 packs in the catalog.
It fits agencies, consultancies and other service firms selling to businesses, where the buyer is often the owner and the conversation turns quickly to case studies and a proposal.
The 11 rules, exact text
| Group | Rule as written | What it does |
|---|---|---|
| Inclusion | Founders, co-founders, and business owners | Aims at owners, who usually buy services themselves. |
| Inclusion | Only people with clear buying authority or direct influence on the purchase decision | Narrows to decision makers. Check you keep enough leads. |
| Inclusion | Small and mid-sized companies, roughly 10 to 200 employees | Keeps the campaign on companies big enough to pay and small enough to decide quickly. |
| Exclusion | Agencies, consultants, and vendors selling services similar to ours | Avoids pitching competitors and swapping pitches. |
| Exclusion | Freelancers and solopreneurs with no team | Skips people unlikely to buy agency services. |
| Exclusion | Job seekers and people looking for work | Stops the agent pitching someone who wants a job. |
| Human review | Lead asks for case studies, references, or examples of past work | Lets a person send real, approved examples. |
| Human review | Lead asks about pricing, contracts, or requests a formal proposal or quote | Stops the agent improvising on price. |
| Human review | Lead mentions budget, timeline, or asks about next steps | Flags a buying signal. |
| Human review | Lead wants a phone call or is ready to book a meeting | Lets you act at the moment of highest intent. |
| Human review | Lead asks to speak with a human, a manager, or a specific person | Owners often want to talk to the founder of the agency; this hands them over. |
Rules worth adding in your own words
- Hand over any request to see work for a named client, so a person checks what may be shared.
- Skip companies that already work with an agency you partner with.
- Flag any lead that mentions a deadline, such as a launch date, so a person can judge capacity.
When to use this pack, and when not to
Use it when
- You sell services to small and mid sized businesses.
- A person can send case studies and proposals quickly.
Do not use it when
- Your clients are large enterprises, because the size rule would skip them.
- You sell to freelancers, whom the pack excludes.
How to add the pack in the app
In the campaign's Rules tab, open the Templates button of a group, choose Use-case Packs, open Agency & Services and tick its rules, then Add. Repeat for each group. The B2B SDR pack page shows the steps in detail.
What the data says
No outcome data yet. Sellinger has not measured what this pack changes in reply or meeting rates, and this page claims nothing. The catalog was built from an analysis of real customer rules; that is a statement about how it was written, not about results.
Common questions
Why does the pack skip other agencies?
Can I change the company size range?
Is there a matching industry page?
Sources and method
Rule text and pack membership: the in-product rule template catalog (frontend/src/lib/rule-templates.ts, RULE_PACKS), read 24 October 2026. Group meanings: the Rules tab help text in the app.
Related: Templates hub, Marketing and advertising agencies, Rule pack: B2B SDR, Agencies use case.
