Journey
Agency–client engagement
A client has a growth problem, shops for a partner, runs a programme, and decides whether the relationship compounds.
Use this when the ‘customer’ is the client organisation — and you want AI on both the new-business and delivery journeys.
Open on the map- 01
Brief
How does the real problem show up before the RFP language?
Organic content & SEOBe findable for a real job-to-be-done, then move the reader toward a useful next action.
Events & webinarsTeach something useful, capture intent, and follow up as if you remember who was in the room.
Website & landing pagesHelp a visitor understand the offer, trust the brand, and choose a next step without hunting.
Website conversationAnswer from owned knowledge, guide the next step, and capture intent before the visitor leaves. Do not buy a contact-centre platform for this job.
Outbound prospectingReach the right people with a specific reason to talk, then get a meeting without sounding like a blast.
AI search visibility (AEO / GEO)See how ChatGPT, Perplexity, and other answer engines talk about you, then fix crawl, content, and citations.
- 02
Propose
Can you challenge the brief and still look like a partner?
Sales conversationListen well, capture what was said, and follow up with a proposal that reflects the real need.
Proposal & quoteTurn discovery into a clear recommendation, scope, and price the buyer can share — and see whether they opened it.
Sales presentationGet from a brief to a shareable story fast, then pair it with an approved content library so AI does not invent claims.
Enquiry & formsMake it easy to raise a hand, collect enough context, and route the request to the right person.
RFP & security questionnaireDecide whether to pursue, find approved answers with sources, draft with evidence, and keep legal, security, and product aligned.
Negotiation preparationWalk in knowing the stated need, the risks, and what you will not give away — with the contract issues already visible.
Sales-meeting rehearsalRehearse the conversation that matters this week and get specific feedback, not a generic training module.
- 03
Kickoff
How do you lock outcomes, not just a scope PDF?
OnboardingGet the customer to first value quickly, in their language, with a clear owner if they get stuck.
Internal knowledgeKeep one current source of truth so every customer-facing person (and agent) says the same thing.
Enquiry & formsMake it easy to raise a hand, collect enough context, and route the request to the right person.
- 04
Deliver
Where does work get reviewed so nobody is surprised?
Product or service useHelp people do the job they paid for, notice friction, and surface the next useful capability.
Messaging (WhatsApp, chat)Reply in-channel, stay on-voice, and hand off to a human before the thread goes stale.
Internal knowledgeKeep one current source of truth so every customer-facing person (and agent) says the same thing.
Campaign operations & media buyingDecide what to launch, bid, pause, pace or reallocate today — with guardrails, not an unsupervised spend agent.
Paid creative & testingGet a specific promise into the ad, then test it against the real landing experience.
Web experience build & iterationShip a contained experience fast. Public production still needs an owner for code, analytics, accessibility, performance, SEO, privacy and security.
Product imagery & catalogueGet SKU-accurate catalogue images at volume, with brand control and a human check before a shopper trusts the picture.
Performance video adsGet enough honest product-ad variants to test, without letting the model invent claims, features or fit.
- 05
Measure
What evidence do you bring that this moved a business number?
Revenue attributionSee the journey that includes ads, SDR interactions and an opportunity, then pick a model without pretending it is causal truth.
Media-mix & incrementalityAsk what incremental business effect a different allocation is likely to create — with uncertainty and constraints visible.
Sales conversationListen well, capture what was said, and follow up with a proposal that reflects the real need.
- 06
Retain
Why would they brief you again without a pitch?
Review & referralInvite advocacy at the right moment and make it easy to say something true in public.
Email nurtureContinue a relevant conversation until the person is ready to act — without feeling like a drip machine.
Billing & adminMake commercial admin predictable, and flag exceptions before they become churn.