The situation
An agency receives inquiries ranging from small improvements to complete launches. A generic contact form rarely explains the project well enough to prepare a meaningful response.
Agencies & studios / Workflow example
A better first brief, before the first call.
Help a prospective client understand your services and share enough context for a useful introduction.
Build your workflowThe setup
Publish your services, project process and any approved pricing guidance. Ask qualification questions about goals and timeline. Avoid asking visitors for confidential project documents in an initial conversation.
The workflow
A visitor learns what your team can help with, describes the project in their own words, and shares contact details if they want a follow-up. Your team reads the conversation before replying personally.
Make it work for your team.
- Explain scope and exclusions clearly
- Keep initial qualification questions short
- Connect the right discovery-call event type
Your next conversation starts here.
Publish your knowledge, try your agent, and give visitors a useful next step.