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How we work

A clear direction.
A shared process.

Our approach connects audience research, marketing and producer follow-up. Here is how we decide what to work on and review the results with your team.

Inside the process01 / 05
AGENCY ASCENDDiscovery notes
Start with the right questions.
Your business
Capabilities & producer knowledge
Your customers
Needs, concerns & geography
Your ambitions
Goals & current process
Working with your team01
Illustrative working documents / a process shaped around your brokerage

Shared responsibilities

Your expertise.
Our implementation support.

We supply research, messaging, execution and process support. You supply accurate information, subject expertise, approvals, access and available sales-stage data. We agree who owns each step.

A shared view of progress
From first response to recorded outcomeIllustrative journey
OPPORTUNITY / CONTEXT
Inquiry receivedKeep the next step visible.
First responseRecorded outcome
Inside the handoff / 01An inquiry arrives
Context
The source and the reason for reaching out.
Next action
Route the inquiry to the right person.
Your team. Your available data.

Our goal is to track this progress where your team can provide that data. We agree the stages and reporting with you, starting with what is available.

Start where it matters

A focused diagnostic.
A useful pilot.
A scope we agree together.

We first understand your goals, current marketing and follow-up process. From there, we can identify a useful starting point without asking you to commit to every service.

These five working practices sit within the four stages of an engagement: Discover, Plan, Create and Improve.

See the engagement stages and your team’s role

A useful place to start

Let’s find your
next move.

Let’s talk about your goals, your current process and where you want to grow. We’ll explore a useful next step together.

Book a call