Enquiry to discovery
Collect service interest and project context, create the opportunity, and hand a useful brief to the person taking the call.
Agencies & studios
The old way is optional.You sell good work.
Not status updates.
Keep enquiries, briefs, onboarding, and reporting moving so the team can spend more time doing the work clients pay for.
Find the bad clauseFor people who sell time
You know
the friction.
A studio can have excellent creative work and a messy operation. Enquiries sit in the founder’s inbox, the same briefing questions get asked twice, and onboarding starts before anyone has the assets. We look at the handovers between sales and delivery first.
Where we can help
Three workflows.
A useful place to start.
Signed scope to kickoff
Create an onboarding checklist, request approved inputs, and make missing access or assets visible to the project owner.
Delivery to reporting
Bring agreed project or campaign data into a report with a consistent definition, a source, and a review step.
Signals you are ready
The problem is
boring enough.
- The task happens every week or every day
- People agree on the normal path
- The handover already has a clear business owner
- The exceptions can be named
- A useful baseline exists or can be collected
The first pilot
Start narrow.
Learn something real.
Start with your website enquiry to discovery-call handover. One source, one CRM, and an approved follow-up sequence give the founder a smaller inbox and the salesperson a clearer next action.
Track enquiry response time, completed follow-ups, and the number of kickoffs delayed by missing inputs.
Bring these to the audit
Better questions.
Better scope.
- Where do new enquiries arrive?
- Who owns first response and follow-up?
- Which missing inputs most often delay kickoff?
What useful progress looks like
The current path is documented.
A real example exposes the waits, duplicates, manual decisions, and missing owners.
The bounded path is tested.
Normal cases and known exceptions run through a controlled version with a manual fallback.
The evidence gets reviewed.
The baseline, operating cost, remaining risk, and next decision are visible together.
Connected capabilities
Fix the next
bad habit.
AI automation for agencies and studios
Protect the creative work from
operational drag.
Agency automation can connect new-business enquiries, qualification, briefs, proposals, onboarding, delivery handovers, client updates, time data, and recurring reports. The goal is to reduce coordination work without flattening the judgment clients are paying for.
A useful first workflow usually sits between two teams or systems: marketing and sales, sales and delivery, project management and finance, or delivery and client reporting.
Enquiry to qualified opportunity
Capture the service, budget context, timing, source, and relevant business problem; record it consistently; and assign an owner. Unclear enquiries should receive a human review rather than an invented fit score or a generic automated pitch.
Brief and proposal preparation
Collect approved discovery information, check what is missing, create an internal summary, and prepare the structure for a proposal. Scope, pricing, creative judgment, legal commitments, and commercial approval stay with the responsible people.
Client onboarding and delivery handover
Once work is approved, create the project record, request agreed assets, schedule internal tasks, preserve promises made during sales, and show incomplete inputs. The delivery team should not have to rediscover the client context.
Reporting and account follow-up
Assemble agreed campaign, project, support, or commercial data; flag incomplete sources; prepare commentary for review; and create the next account task. Automated reporting should reduce assembly time, not invent a success story.
Useful agency measures
Track time from enquiry to owner, brief completeness, proposal turnaround, missing onboarding inputs, sales-to-delivery corrections, report preparation time, overdue client actions, and the manual effort still required after automation.
Keep strategy and craft human
Automation can prepare context, enforce the process, and move routine information. Positioning, creative direction, negotiation, relationship judgment, scope trade-offs, and final client communication need accountable people.
Enough circling back.
Let’s look at your workflow.
One conversation. One workflow. A clearer way forward.
Let’s kill the busywork