Agency Conversation Template
Use this template for capturing future agency conversations
Conversation Details
Date: YYYY-MM-DD
Person: [Full Name]
Company: [Company Name]
Role: [Job Title]
Type: Discovery / Follow-up / Closing
How Connected: [Referral source / Event / Cold outreach / etc.]
Key Context
Company Profile:
- Size (employees):
- Verticals/Industries:
- Notable clients:
- AI maturity stage: (Early / Mid-Maturity / Advanced)
Relationship Status:
- [Warm/Cold/Existing relationship]
- [Decision-making context]
- [Timeline/urgency]
Raw Notes
Current AI Usage & Projects
[What AI tools, systems, or initiatives are they currently working on?]
Painpoints Mentioned
[What problems, frustrations, or challenges did they mention?]
Opportunities Discussed
[Any specific needs, projects, or potential engagements?]
Team & Leadership Dynamics
[Who are the key players? Who makes decisions? Any organizational challenges?]
Budget & Timing Signals
[Any indication of budget, timeline, or decision-making process?]
Key Painpoints Identified
Painpoint 1: [Title]
- Description:
- Quote:
- Severity: High / Medium / Low
- Database Code: P### (assign from painpoints-database.md or create new)
Painpoint 2: [Title]
- Description:
- Quote:
- Severity: High / Medium / Low
- Database Code: P###
[Add more as needed]
Opportunities
Opportunity 1: [Title]
- Type: Immediate project / Future potential / Case study / Content / Partnership
- Description:
- Value:
- Next Steps:
- Timeline:
[Add more as needed]
Agency Archetype Assessment
Which persona does this agency fit?
- Early-Stage / Curious
- Mid-Maturity Agency
- Tech-Forward / Early Adopter
- Skeptical / Overwhelmed
- Enterprise / Mature
Characteristics observed:
Needs identified:
Quotes to Remember
[Exact quote 1]
[Exact quote 2]
[Add more impactful quotes]
Next Actions
Immediate (This Week)
- Action 1
- Action 2
Short-term (Next 2 Weeks)
- Action 1
- Action 2
Medium-term (Next Month)
- Action 1
- Action 2
Connections to Existing Work
Content Series
→ Link to relevant content project
- How this conversation informs it
Sales Pipeline
→ If this becomes a lead: gtm/sales/leads/{company-name}/
Case Study Potential
→ Link to applications/case-study-opportunities.md if applicable
SOW Framework
→ Link to relevant SOW pattern in applications/sow-patterns.md
Research Insights Added
Painpoints: [Number] new painpoints identified
Opportunities: [Number] opportunities
Persona: [Which persona this validates/creates]
Themes: [Which themes this conversation reinforces or introduces]
Status: ✅ Captured / ⏳ Needs synthesis / 📝 Follow-up needed
Next: [What needs to happen with this information]