Inquiry-to-discovery coordination
Route relevant inbound briefs to the right service lead and help an interested prospect reach a useful scoping conversation.
Industries / Marketing, creative and sales agencies
Your 30-day revenue sprint
Win more clients. Turn more briefs into signed work.
Qualify incoming briefs, collect project details and keep proposal follow-up connected to the person who can close the next engagement.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
Complete briefs and timely owner follow-through can help suitable opportunities reach an approved proposal and paid engagement; proposals and projected retainers remain pipeline until accepted and earned.
The commercial opportunity
Make the next step
worth more.
Proposal follow-through
Keep the latest proposal, requested changes and accountable owner together so a reply does not trigger an outdated sequence or unsupported promise.
Expansion requests from current clients
Organize a client’s actual request for additional work into a scoped review. New services remain a proposal until capacity, pricing and the client’s decision are confirmed.
A workflow for marketing, creative and sales agencies
From a campaign brief to an accountable proposal
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Bring the brief together
Organize the audience, deliverables, requested launch window and available materials from an incoming inquiry. Preserve the original request so account staff can distinguish supplied facts from open questions.
Step 2 of 4
Resolve the scoping gaps
Prepare the specific missing-information questions and route replies back to the opportunity. Do not fill an unknown budget, delivery date or campaign outcome with a generated assumption.
Step 3 of 4
Prepare the proposal handoff
Give the account lead the current scope, unresolved points and proposed next action. Pricing, delivery capacity, commitments and the final proposal require the agency’s actual approval.
Step 4 of 4
Carry the decision into delivery
When an agreement is actually accepted, hand the approved scope and kickoff tasks to delivery. Stop stale proposal reminders and track collected fees separately from the total contract value.
Agency leaders approve positioning, proposals, pricing, delivery commitments and any client-facing campaign or sales activity.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Select one service line and measure qualified briefs, proposal turnaround, accepted work and first-month fees actually earned.
- Days 8–14
Connect the agreed inquiry, proposal and account-owner handoffs, including change requests and stop-on-reply behavior.
- Days 15–21
Use the approved workflow on a defined inquiry group and inspect the completeness of briefs reaching the account lead.
- Days 22–30
Compare proposal progression and paid engagements with the baseline; distinguish signed pipeline, earned fees and collected cash.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Qualified briefs reaching an owner-led scoping conversation
- Proposals accepted with an approved deliverable scope
- First-month fees earned and cash collected
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Will this generate creative or launch campaigns without our team?
The initial scope is the commercial handoff around a brief: qualification, missing information, proposal preparation and owner follow-through. Creative generation, campaign publication and outbound sales activity require their own agreed scope, access and approval.
Our retainer sales cycle is longer than a month. What do we measure?
The 30-day review distinguishes better-qualified opportunities and accepted proposals from realized revenue. Report revenue under the agency’s accounting policy and cash collected separately, identifying any advance payments for future services. Track later retainer outcomes separately.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.