Agency playbook: find prospects and win client work
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The agency playbook is now live, with annotated screenshots and a practical path from your first prospect to a finished client site.
It covers:
- Choosing a focused offer and finding businesses you can meaningfully help.
- Using Audit, Scoper, and Brand kits for the right jobs.
- Checking findings before using them in a pitch, with a short outreach example.
- Asking discovery questions and agreeing a manageable scope.
- Building and reviewing in nith Studio, then checking forms and leads in the site's dashboard.
- Launching, choosing site ownership, and keeping ongoing client work organized.
The handbook page is the maintained guide; this topic is its discussion space. That keeps the instructions in one place while giving agencies somewhere to compare notes.
Where are you in the process? Tell us the kind of business you want to help, the step you're working on, and the question or result you want to discuss. If you're stuck, describe what you expected and what happened.
You can share a cropped screenshot, but remove private report links, client contact details, internal notes and credentials first. Use fictional examples or get the client's permission before sharing their work.
Other useful guides: Brand kits · Studio basics · Forms and leads.
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