Sales and new business · Live demo
New business discovery chat
Runs the studio's discovery questions on the website, explains how projects work and books a call with the creative director.
Talk to Noor at Kitefin Creative
Kitefin Creative is made up. Noor is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Studio enquiries often start with "how much for a report?" and little else. The creative director spends the first call collecting basics that a few questions would have covered.
How it works
- Answers questions about the studio's services, process and starting prices
- Asks the discovery questions the studio uses: what exists already, what is needed, the scale, the deadline and who approves
- Emails a short summary and the studio's process guide
- Books a discovery call with the creative director
- Saves the brief to the CRM so the call starts from the details
What it connects to
- ClientHi, we operate a logistics park and need to publish our first sustainability report, in Arabic and English.
- AgentThat is work our studio does often. Do you already have the data, or would you want help shaping the content as well?
- ClientThe data is mostly collected. We need the writing and design, and it has to be out before our investor day at the end of the first quarter.
- AgentThanks. Report writing and design starts at AED 65,000 and usually takes 10 to 12 weeks from the first workshop, so starting soon keeps that date safe. Roughly how many pages are you expecting?
- ClientAround 60, plus a short summary version.
- AgentGot it. Karim Mansour, our creative director, leads the studio and can do a 30 minute discovery call on Monday at 2pm or Wednesday at 11.30am. Which suits you?
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Inbound lead qualifier
Talks to every website and phone enquiry, asks the agency's qualifying questions and books the good fits with the managing director.
Client status inbox
Replies to "where are we at?" emails from the project tracker, and routes new requests to the account director.
Proposal follow-up calls
Calls prospects a few days after a proposal goes out, hears their concerns and books the next conversation.
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