Proof-first pilot

What proof would need to look like before Client Foundry Marketing sold this to clients

This is not a case study and not a claim that results already happened. It is a practical proof plan: pick one workflow, show the before/after, and only expand if it clearly helps the agency or its client.

Workflow to test

Convert one HVAC campaign report or lead-intake workflow into an action board, a follow-up draft, and a client-ready weekly summary.

Proof to collect

Time saved from reply, report, or handoff preparation.
Whether the client gets a clearer next step within the same day.
Whether the agency can reuse the workflow across similar clients.

Step 1

Map the current handoff

Use one real client scenario, not a generic AI brainstorm.

Step 2

Build the smallest useful screen

Keep it small enough to understand in one screen and test in days.

Step 3

Compare before and after

Turn the result into honest sales material only if the workflow helps.

The next step

Send one workflow that is repetitive, visible to clients, and currently handled by manual notes or inbox work.

Send one workflow