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Win the pitch. Keep the account.

Research and strategy on every account, first drafts the same week, and a Context Binder per client that remembers everything — even when your team changes.

12 clients · 12 binders
New business · category research
Specialty coffee — direct to consumer
Prepared for the Greenfield Roasters pitch
Market landscape
Read
Competitor set
6 mapped
Buyer behavior
3 segments
Positioning gap
Found
UNDER YOUR AGENCY'S NAMESources cited
The strategy

Research first. Then the recommendation writes itself.

Every client and every pitch gets a research report before a plan, and a plan before a draft — so when the client asks why, the answer is already on the page.

From the client: "Why subscriptions, not wholesale?"
What the research found
§2.1 · Category margins2–3×the gross margin on subscriptions versus wholesale, with no shelf negotiations.
§3.4 · Buyer behaviorTrial boxis the dominant path to repeat purchase across all six mapped competitors.
Trade pressCompetitor pricingSearch demand
The strategic plan
Lead with the subscription offer.

Build the launch around first-box conversion. Wholesale waits until there's shelf to fight for.

Cites §2.1 and §3.4

Every recommendation is cited back to the research — in the pitch room and in the quarterly review.

Client service

The client asked Tuesday. Show them Thursday.

Accounts are kept in the gap between the ask and the answer. Swiftly closes it: research, plan, and first drafts land while the question is still warm.

On your ownone new campaign ask
Research
Plan
Drafts
Client
Week 3
With Swiftlysame ask, same team
Research
Plan
Drafts
Client
Thursday
Your team, between other accountsSwiftly, with your review at each step
Client memory

The account stays when the account lead leaves.

Each client gets a Context Binder — market, voice, messages, every plan you've built. Every project reads it first and adds to it, so the knowledge belongs to the agency, not to whoever held the account.

ALAccount lead · gave noticeSTStrategistCWCopywriterNLNew account lead · day one
Context BinderGreenfield Roasters
3 projects · read first by every one
  • Company profileMo 1
  • Market landscapeMo 1
  • Competitor setMo 1
  • Buyer behaviorMo 1
  • Key messagesMo 3
  • Voice & standardsMo 3
  • Past plans & draftsMo 6
  • Q4 planMo 9
New lead's first project starts from all of it
Getting up to speed

New client or new hire — briefed on day one.

A category you haven't served, or a person who hasn't touched the account: either way, the research and the Binder do the ramp so the first meeting is about the client's business, not catching up.

A new client lands
Category briefing, before the kickoff
  • Market landscape
  • Competitor set
  • Buyer segments
  • Search demand
  • Positioning gap
  • Recommended plan
Briefed · sources cited
A new hire joins the account
The whole account, first morning
  • Company profile
  • Products & pricing
  • Audiences
  • Key messages
  • Voice & standards
  • Past plans & drafts
Briefed · first draft sounds like the fiftieth
The bench behind every account
Research directorCompetitive analysisAudience behaviorMarket researchStrategic planningKey messagingMedia planningSEO & GEOCreative directionCopywriting+10 more
Good to know

Before you bring your roster in.

Who sees our clients' work?

Each client has its own workspace and Binder, so accounts never blur. Details on the trust & security page.

Will it sound like each client?

Voice and standards are saved per client, every draft is written to them, and your team edits anything before it goes out.

Whose work is it?

Your agency's. You approve every stage, and your name is the only one the client sees.

What do we receive?

Per project: a research report, a strategic plan, and first drafts of every asset — ready for your team's polish. Plans on the pricing page.

The next pitch is in a category you haven't served. Take it.

Agency plans scale with your client roster.