Agency Research & Discovery
Purpose: Document conversations with agency professionals to identify painpoints, opportunities, and insights that inform content, case studies, SOWs, and go-to-market strategy.
Created: 2026-02-12
Owner: Luke Scorziell (GTM)
Overview
This research program captures real conversations with people inside agencies to understand:
- Current AI adoption challenges
- Workflow painpoints and bottlenecks
- Decision-making processes
- Emerging opportunities
- Agency archetypes and maturity levels
How to Use This Research
1. Identify Top Painpoints
→ See insights/painpoints-database.md for aggregated findings
2. Write Content
→ Reference applications/content-ideas.md for content derived from conversations
→ Connect to existing series: content/cc-content-system/luke-gpt/projects/agency-ai-integration-series/
3. Develop Case Studies
→ See applications/case-study-opportunities.md for potential case study subjects
4. Write SOWs
→ Reference applications/sow-patterns.md for common painpoint → solution patterns
→ Connect to: knowledge/sales/sow-framework/
5. Plan Campaigns & GTM
→ Use insights/themes.md and insights/personas.md for campaign targeting
→ Connect to: knowledge/sales/campaign-launch/
Folder Structure
/research/agencies/
├── conversations/ Raw conversation notes with agency professionals
├── insights/ Synthesized patterns, painpoints, and themes
└── applications/ How we use these insights (content, case studies, SOWs)
Conversation Capture Process
- During/After Conversation: Take raw notes
- File in
/conversations/: Use naming formatYYYY-MM-DD_firstname-lastname_company.md - Extract Insights: Add painpoints to
insights/painpoints-database.md - Identify Applications: Update relevant files in
applications/ - Link to Existing Work: Connect insights to active projects/campaigns
Related Vault Locations
- Active Content Series:
content/cc-content-system/luke-gpt/projects/agency-ai-integration-series/ - SOW Framework:
knowledge/sales/sow-framework/ - GTM Content:
gtm/content/ - Sales Leads:
knowledge/sales/leads/(once a conversation becomes an opportunity) - Client Work:
clients/{client-name}/(once engaged)
Research Questions We’re Answering
- What are the top 5 painpoints agencies face with AI adoption?
- What AI maturity stages exist, and what does each stage need?
- Which agency archetypes exist? (early adopters, skeptics, overwhelmed, etc.)
- What objections do agencies have about working with external consultants?
- What proof points and case studies resonate most?
- What language/terminology do agency professionals use?
Conversation Log
| Date | Person | Company | Role | Key Themes | Status |
|---|---|---|---|---|---|
| 2026-02-12 | Jocelyn Swift Harjes | Ayzenberg | VP of Insights & Data | Internal knowledge base, AI tools, enterprise adoption | Captured |
Next Actions
- Synthesize Jocelyn conversation into painpoints database
- Identify case study opportunity (Ayzenberg internal KB project)
- Create agency persona: “Mid-Maturity Agency” based on Ayzenberg profile
- Update content ideas with Walmart internal agency angle