Agency onboarding
Content operations
Lead conversion
Client reporting
One brief. A clear route to delivery.
Example workflow: information moves forward, while people keep the decisions.
01 / CAPTURE
Brief & source material
Client goals, approved assets and constraints enter one shared record.
02 / REVIEW
Draft & approve
Prepare the proposal or content draft. A named person reviews it before it moves on.
03 / HAND OVER
Owner & next action
Create the project or CRM task with the agreed scope, source links and a clear owner.
Missing information returns to the owner. Approval is a step in the workflow, not an assumption.
Explore
Teams lose time gathering client information, searching for approved material, preparing repeatable pages and chasing next steps. We build around those specific tasks, so specialists can focus on decisions and quality.
Editorial decisions, client commitments, budgets and external messages keep a clear human owner. Automation supports the team rather than quietly acting on its behalf.
Build capability
Use approved catalogue data and editorial rules to prepare repeatable page types. Keep review, publishing and search-performance measurement as separate steps.
Choose the first step
Connect discovery notes, proposal preparation, client onboarding and the next action. Make responsibilities visible instead of relying on another reminder in chat.
The Tourix client story shows why understanding the conversion journey comes before adding more automation.
A closer look at the workflows
Open an example to see the steps and review points. You stay on this page.
Let’s talk
We look at a real content or client-delivery workflow and identify the part that is repeatable enough to improve. A small pilot is often the clearest way to test the value.
We assess review effort, handover quality and time saved. Rankings, traffic and conversion improvements are not guaranteed.
