Agency & Client Services
Audience
Agencies, consultants, freelancers, and fractional teams shipping strategy work to clients.
Outcome
A repeatable path from discovery to reporting that clients can actually follow.
Path
4 stages, 12 linked tools
Suggested order
Go in order if you can. Save or export anything worth keeping before the next step.
Discover and audit
Prepare discovery, brand audits, and research synthesis for client decisions.
Client Discovery Call Brief Generator
Prepare a discovery call brief with agenda, question bank, stakeholder map, and recap template from scattered client notes. Exports Markdown.
Client Brand Audit Report Builder
Turn audit notes on positioning, messaging, design, trust, and offer into a prioritized client brand audit report with clear next steps. Exports Markdown.
Market Research Synthesis Brief Generator
Paste messy interview and research notes and get a tight brief: themes, evidence table, contradictions, open questions, and next step. Export CSV or Markdown when ready.
Scope and brief
Write proposals, creative briefs, and campaign handoff plans from the strategy work.
Proposal / Scope-of-Work Generator
Draft a plain English proposal and scope of work with deliverables, assumptions, exclusions, timeline, and client responsibilities. Exports Markdown for review.
Creative Brief / Campaign Brief Generator
Lock the campaign objective, audience, message, proof, mandatories, and approvals into one brief so every channel builds from the same story. Exports Markdown.
Campaign Handoff QA Planner
Hand off a campaign without missing pieces. Owner checklists, asset requirements, and launch blockers in one plan. CSV and Markdown ready.
Review and govern
Triage feedback, run brand reviews, and clarify approvals.
Client Feedback Triage Matrix
Take messy revision threads and sort each comment into accept, clarify, reject, defer, or escalate with reply prompts. CSV and Markdown export.
Brand Review Checklist
Score a review against voice, visual, claims, CTA, and accessibility. Flags risky claims and gives reviewer prompts so feedback stays useful. Exports Markdown.
Approval Workflow Planner
Lay out who approves what and when. Stages, roles, gates, and escalation in a table you can actually follow when things get busy. CSV and Markdown export.
Report and evolve
Summarize monthly work, brand changes, and content refresh priorities.
Monthly Client Report Generator
Summarize what your agency shipped, decided, won, blocked, and needs next into a monthly client report your client can skim. Exports Markdown.
Brand Change Log Generator
When the brand changes, people need to know what moved and what to update. Log the change, list affected assets, rollout tasks, team notes, and risks. Exports Markdown.
Content Refresh & Decay Audit
Find which existing pages are slipping: stale examples, thin proof, weak intent fit. Get priority scores, rewrite angles, and link fixes before you write something new.
Related Workflows
Open one of these when this path is done but the work is not.
Brand System & Design Handoff
Turn founder beliefs into guidelines, DESIGN.md and visual tokens that survive a real handoff. We kept AI context separate so code reviewers can see what drifted.
Research & Positioning
Go from messy customer notes to a clear ICP, category story, value prop, and comparison page with this guided research and positioning workflow. I learned to sequence it this way because teams skip the win/loss notes and then argue about positioning for weeks.
Partnerships, Community & Events
Find the right partners, shape joint campaigns and referral rules, then show up in communities and events without sounding like an ad. Moderation, ambassador briefs, and follow-up are part of the plan. I put partner fit before campaign planning because a weak fit makes even good co-marketing feel forced.