Process

How we work: four steps from brief to roadmap

You always know what happens next. Our marketing agency process starts from your brief, not a pitch.

Every engagement follows four steps: we collect your brief, audit your industry and full funnel, pitch a strategy and action plan, and share the prerequisites and the roadmap for onboarding and execution.

  • One point of contact
  • Every stage measured
  • Delhi, India

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Tell us about your business. We call you to collect your brief.

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See How we work in action

A short walkthrough of how we run this with clients: what we need from you, what we do, and what you get back.

  • What we do, shown on screen, not just described
  • Who does what: our team, our agents and you
  • What you get back, and when

Video slot. Shoot it, name it how-we-work-reel.mp4 (plus how-we-work-reel-poster.jpg), put both in media/ and rebuild.

The four steps

StepWhat we doWhat you get
1. BriefWe collect a brief from you, in your words.A completed client brief
2. Industry and client auditWe audit your industry and your full funnel, from visibility through lead capture, nurturing, management and retention.An audit report showing the gaps
3. Strategy and action planWe pitch the strategy and action plan that fixes the gaps, including which manual steps our agents take over first.A strategy presentation and action plan
4. Prerequisites and roadmapWe share what we need from you, and the roadmap for onboarding and executing the strategy.A prerequisites checklist and onboarding roadmap

The full-funnel audit

Audit partWhat it checks
IndustryMarket, competitors, customer segments and benchmark metrics.
VisibilitySearch (SEO, AEO, GEO), paid ads, social presence and local listings.
Lead captureLanding pages, forms, offers, tracking and conversion events.
NurturingEmail and WhatsApp follow-up, automations and response time.
ManagementLead handling, CRM, follow-up process and reporting.
RetentionRepeat purchase or re-engagement, reviews and loyalty.

For each stage, the audit also marks which steps are still done by hand and could move to an agent.

What we typically need from you

  • Access to your ad accounts, analytics and Tag Manager.
  • Access to your store, website or CRM.
  • Your brand assets and guidelines.
  • Past campaign and sales data, if you have it.
  • One person on your side who can approve work.

The exact list for your business comes at step 4.

Clients on working with t&f

Short video testimonials, recorded with each client's consent.

Client nameRole, companyPull one line from the video here (8 to 14 words).
Client nameRole, companyPull one line from the video here (8 to 14 words).
Client nameRole, companyPull one line from the video here (8 to 14 words).

Video testimonial slots. Record with the client's written consent, name files how-we-work-vt-1.mp4, -vt-2.mp4 and so on, and fill in the name, role and one pull quote from the real video.

Questions about our process

What happens after I request the audit?

We contact you to collect your brief first. We then audit your industry and your full funnel, pitch a strategy and action plan to fix the gaps, and share the prerequisites and the roadmap for onboarding and execution.

Do I need to be running ads already?

No. The audit covers visibility, lead capture, nurturing, management and retention, and the form has an option for businesses that are not running ads yet.

Where do the AI agents come in?

At step 3. The strategy names which manual steps our agents take over first, so automation starts where it saves the most effort.

Start with your brief

Tell us about your business and we take it from there.

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