Prospecting runs even in full production
Defined targets, identified companies, messages based on a real element, dated reminders. You validate the shipments.
Web and marketing agencies
Prospecting, briefs, quotes, client reporting and reports taken up, to free up project capacity.
time spent preparing reports
approved prospecting campaigns
meeting notes to check
The short answer
Prospecting runs continuously, briefs and quotes are prepared from discussions, and customer reports are generated from the measurement tools with a written comment. The time recovered is production time, which is the only billable time.
The problem
Your margin goes into operations that no one charges.
Today
With the system
Monthly reporting mobilizes the entire team one week per month.
Prospecting runs even in full production
Prospecting stops as soon as an urgent project arrives.
Briefs and quotes come out of the exchanges
Meeting minutes are never written.
Customer reporting can be generated and commented on
Estimates are made in the evening, based on scattered notes.
The reports finally exist
Live
Illustrative scenario: approvals and exceptions still need to be defined with your team.
Meanwhile, in your tools
Prospecting runs even in full production
Docs
Briefs and quotes come out of the exchanges
Analytics
Customer reporting can be generated and commented on
Docs
The reports finally exist
Tracking · time spent preparing reports
What we install
Each step is built, connected to your tools and tested on your real cases before launch.
Defined targets, identified companies, messages based on a real element, dated reminders. You validate the shipments.
From emails, meeting notes and client documents. You correct, you no longer write from scratch.
Figures consolidated from the measurement tools, evolution explained, actions of the month listed. Ready to proofread, not build.
Written up from the meeting, with decisions and next steps assigned. Sent the same day.
Pilot monitoring
time spent preparing reports
Scope and indicator defined before the pilot.
approved prospecting campaigns
Checked against authorised data and cases.
meeting notes to check
Comparison with the starting point after launch.
Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.
Your safeguards
Giving a system access affects your data and processes. These are our default safeguards.
You stay in control
We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.
Your accounts stay yours
Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.
Approvals before sensitive actions
Sensitive actions use drafts and approval queues instead of direct writes.
Questions
It starts from your data, your exchanges and your tone. A generic relationship is immediately recognizable, which is exactly what we are trying to avoid.
They receive a report proofread and commented on by you. What is automated is the collection and formatting, not the analysis.
This is the normal case, and this is the reason for the device: to make them talk to each other rather than adding one.
A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.