Agency & Client Services
Audience
Agencies, consultants, freelancers, and fractional teams shipping strategy work to clients.
Outcome
A client-services path from first call through monthly reporting and change communication.
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
Draft discovery agendas, question banks, stakeholder maps, and recap templates. Export Markdown call briefs.
Client Brand Audit Report Builder
Build client audit reports with priority findings, strategy sections, recommendations. Export Markdown when you're done.
Market Research Synthesis Brief Generator
Synthesize pasted research notes into themes, evidence tables, open questions, plus CSV and Markdown export.
Scope and brief
Write proposals, creative briefs, and campaign handoff plans from the strategy work.
Proposal / Scope-of-Work Generator
Build project summaries, deliverables, assumptions, exclusions, timelines, client responsibilities. Export Markdown when you're done.
Creative Brief / Campaign Brief Generator
Draft campaign briefs with objective, audience, message, proof, mandatories, and approvals. Export Markdown.
Campaign Handoff QA Planner
Build owner checklists, asset requirements, launch blockers, CSV handoffs. Export a Markdown plans.
Review and govern
Triage feedback, run brand reviews, and clarify approvals.
Client Feedback Triage Matrix
Sort client feedback into accept, clarify, reject, defer, and escalate buckets with CSV and Markdown.
Brand Review Checklist
Score brand reviews with checklist items, claim and accessibility flags, reviewer prompts. Export a Markdown reports.
Approval Workflow Planner
Plan approval stages, role and gate tables, escalation notes, CSV workflows. Export Markdown when you're done.
Report and evolve
Summarize monthly work, brand changes, and content refresh priorities.
Monthly Client Report Generator
Create client-ready progress reports with completed work, decisions, wins, blockers, risks, asks. Export Markdown when you're done.
Brand Change Log Generator
Create brand change-log entries, affected-asset lists, rollout tasks, team notices, risk prompts. Export Markdown when you're done.
Content Refresh & Decay Audit
Prioritize stale or underperforming pages with update actions, rewrite angles, and link opportunities.
Related Workflows
Open one of these when this path is done but the work is not.
Brand System & Design Handoff
Build brand foundations into guidelines, AI context files, visual tokens, and design-system assets worth reviewing.
Research & Positioning
Go from messy customer notes to a clear ICP, category story, value prop, and comparison page.
Partnerships, Community & Events
Score partner fit, plan co-marketing, referrals, community posts, moderation, ambassador briefs, event pages, and follow-up.