Agency new business
- Context
- Your agency's offer, audience, and voice.
- Review
- The agency owner reviews its message and scope.
- Boundary
- Use only evidence appropriate to your own outreach.
Agencies
Give your agency's new business a focused brief.
Make room for your own pipeline with one clear service offer relevant account research, and a voice that reflects your expertise. Keep the opening as specific as the work you want to sell.
Example
agency offer folio
Conversion research for a complex B2B offer.
- Service
- Research how buyers evaluate a B2B software website.
- Client situation
- A team reviewing how its site explains a complex offer.
- Useful opening
- Ask which page helps a visitor assess fit.
- Exclude
- Work outside the agency's research and delivery scope.
Example.
Make the offer clear enough to carry forward.
Jalli's workflow connects your own agency context to research and communication. The brief gives the next task a consistent starting point.
Scope
Define the service, useful client situation, and exclusions.
Relevance
Retain source observations that support an account question.
Proof and review
Use only supported claims and work you are authorized to share.
Offer and account context
Sell the service that fits the situation.
An agency's range of skills does not all belong in the first message. Choose the service and client situation you want to investigate, then research relevance without diagnosing a hidden conversion problem.
Plan customer discoveryagency criteria
A research question, not an uplift promise.
- Offer
- Research the buyer's evaluation journey on a software site.
- Look for
- A public offer that requires a considered buying decision.
- Do not infer
- Low conversion, lost revenue, or a broken website.
- Exclude
- Delivery work outside the agency's stated scope.
Example.
Proof-aware wording
Show your reasoning without inventing results.
Open with a useful question or an explanation of your method. Let the expertise appear in the work. Reference client results only when they are real, supported, and appropriate to share.
Explore Brand DNAopening review
Ask about the visitor's decision.
- Question
- Which page helps a visitor decide if the offer fits their team?
- Service
- We research how B2B software buyers evaluate a website.
- Avoid
- Your site is losing leads and we can fix conversion.
- Proof check
- Do not attach a client result.
Example.
Opportunity continuity
Keep the service and the response in the same handoff.
When the conversation moves forward, preserve the scope discussed, the buyer's actual response, and the next review owner. A specific opportunity brief is more useful than a generic follow-up task.
Explore CRM & Memoryagency opportunity brief
The next person knows what was requested.
- Service discussed
- A scoped evaluation-journey research project.
- response
- Please explain the research questions before discussing scope.
- Prepare
- A short method outline answering that request.
- Review owner
- The agency's new-business owner.
Example.
Make the expertise visible in the actual material.
Compare an opening, a teaching outline, and a claim review for the same service.
Invite a concrete evaluation question.
The opening explains the agency's scope and asks about a buyer decision. It does not claim to know the prospect's conversion performance.
agency opening
Where does the visitor decide?
- Opening question
- When a visitor compares your offer, which page helps them assess fit?
- Service
- We research evaluation journeys for B2B software websites.
- Possible next step
- Discuss the questions a scoped study should answer.
- Review
- Confirm relevance and contact appropriateness.
Example.
Example
Your own pipeline and client delivery need different briefs.
Use this route for the agency's new business. Keep each client's context and review responsibility distinct when planning delivery work.
Explore client-delivery workflowsClient delivery
- Context
- The individual client's offer, audience, and approved brief.
- Review
- The relevant client reviewer checks client-specific work.
- Boundary
- Keep private client context out of unrelated work.
Keep new business close to the expertise you sell.
Bring the offer, account question, and proof boundary into one clear brief.