YOUR FIRST CONVERSATION
30MINUTES TO
EXPLORE WHAT’S POSSIBLE.
EXPLORE WHAT’S POSSIBLE.
AN EXAMPLE STARTING POINT
“We spend every Monday pulling numbers for client reports.”
A starting point is enough. We’ll work through the details together.
A SMALL TASTE OF BUILDING TOGETHER
Five hands-on chapters, from a first idea to a confident handover. Make decisions. See what changes.
TAKE A LOOK INSIDE Start anywhere. Each example is yours to try, with sample data and no sign-up.0 of 5 complete
01
Start with the right first release.
A good idea usually comes with a long wish list. Turn it into something clear enough to build.
YOUR PART
Write the outcome you want. Move the features that matter into the first release, then see what depends on what.
OUR PART
HOW WE PLAN A BUILD We make the tradeoffs visible before a build begins. You know what’s included, what comes later, and why.
YOUR TURN TO TRY IT
- 01Name the outcome
- 02Shape the release
- 03Check the plan
YOUR MOVE
What should get easier?
Imagine a portal for your agency’s clients. Start with a problem worth solving, then decide what belongs in the first release.
How we build it. We agree on the outcome and first release together. Dependencies and trade-offs become visible before implementation, so everyone knows what “done” means.
A first release you can explain.
NEXT: REPORTING02
Make the numbers useful.
Connected tools are only useful when they agree on what the data means. Try making that decision yourself.
YOUR PART
Choose your channels, define a lead, and add the context that turns a collection of numbers into a client report.
OUR PART
ABOUT AUTOMATION SYSTEMS We map the data to your business rules. The system handles the repeat work, and your team keeps the judgment.
YOUR TURN TO TRY IT
- 01Set the brief
- 02Connect the dots
- 03Add your judgment
YOUR MOVE
What goes in your report?
Choose the channels. Set a cost per lead you’d be happy with. We’ll take it from there — until we need your judgment.
Look inside the sample data
Search adsconversions: 28
qualified_leads: 18
spend: 840
Social adsform_submits: 22
qualified_leads: 12
spend: 660
How we build it. We agree on what the numbers mean, connect your sources, and keep a human review before anything goes to a client.
One report. Your definition of success.
NEXT: APPROVALS03
Give the next version a clear direction.
The best feedback doesn’t get lost in a chat. It stays with the work, all the way to a decision.
YOUR PART
Leave a note on the artwork, explain your edit, and compare the revision before you sign it off.
OUR PART
ABOUT CLIENT PORTALS We build review around real versions and clear ownership. Everyone can see the request, the change, and the decision.
YOUR TURN TO TRY IT
- 01Leave your mark
- 02See the revision
- 03Sign it off
YOU’RE THE CLIENT
Put your feedback where it belongs.
Pick the headline or the colour on the artwork. Make a specific change, and tell the team why.
ORIGINAL / V.03SELECT AN AREA
LESS NOISE. / STUDIO CAMPAIGNMORE SIGNAL.A CAMPAIGN WORTH NOTICING.
Your first note starts on the artwork above.
How we build it. Feedback belongs to a specific version and a specific place. We make the owner, revision, and final decision visible to everyone.
A revision you can trace back to your feedback.
NEXT: WEBSITE04
Make the website your own.
Your client shouldn’t need a developer for every new headline. Give the brand a direction and see how a CMS supports it.
YOUR PART
Edit the page, decide where its button goes, and check the small-screen layout before a local demo release.
OUR PART
ABOUT CMS WEBSITES We turn the design into reusable fields and dependable layouts, with checks that help a client publish confidently.
YOUR TURN TO TRY IT
- 01Make it yours
- 02Check the details
- 03Put it out there
YOU’RE THE WEBSITE OWNER
Give this little brand a new direction.
Write the headline, choose a colour, and decide where the button takes people. Then we’ll check the details together.
Tap the headline or button in the preview to edit it.
How we build it. We build the design, the editable fields, and the checks around them. You get a CMS your team can confidently run after handover.
A page you know how to update.
NEXT: HANDOVER05
Leave with more than a login.
A handover is only useful when the right people can do the right things. Step into your client’s role and check.
YOUR PART
Set the permissions, publish a real edit inside the sandbox, and try an action the client should not be able to take.
OUR PART
WHAT HANDOVER INCLUDES We test access from the user’s side, then hand over clear instructions. Ownership and everyday tasks are part of the delivery.
YOUR TURN TO TRY IT
- 01Choose the keys
- 02Try the role
- 03Hand it over
YOU’RE THE AGENCY
Hand the keys to the right person.
The client needs to edit and publish. Billing and integrations stay with the agency. Set their permissions, then prove they work.
ACCESS PASS / FORM STUDIOClient content editor
The starting role needs work. You can also test it first to see what happens.
How we build it. We hand over more than a login. We test the client’s actual tasks, set the right access, and leave clear instructions for the next owner.
The right access, tested by you.
YOUR WORKSHOP NOTESA little experience.
A clearer picture.
There’s no need to finish everything at once. Try a chapter above and your decisions will collect here.
YOUR NOTES / 0 OF 5 CHAPTERS
Your first decision starts the page.
Try the release planner