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Use cases/Agencies & consultants

Agencies & consultants use cases

Pitches, SOWs and client reports, with a link for everyone on the client's side.

Agency pitch

What you heard, your approach and proof, on one page.

Statement of work

Scope, timeline and fees on one page before they sign.

Monthly client report

Results, work and next month, on one page.

Year-end client review

The year in numbers and next year's plan.

Journey for agencies & consultants

Send it. See who came back.

Start a 14-day free trialSee how it works in Claude

Product

  • Journey in Claude
  • Pricing
  • Embeds
  • Examples
  • Templates

Journey for

  • Investor deals
  • Sales teams
  • Agencies
  • Executive search
  • Sponsorships
  • Music and media

Resources

  • Blog
  • Solutions
  • Pricing table builder

Company

  • About us
  • Customers
  • Changelog
  • Status

All use cases

Investors & funds
  • Investor deal room
  • Co-investment memo
  • SPV overview
  • Quarterly LP update
Founders
  • Investor update
  • Fundraising data room
  • Pitch follow-up
  • Board meeting pack
Sales
  • Prospect follow-up
  • Sales proposal
  • RFP response
  • Champion enablement page
Agencies & consultants
  • Agency pitch
  • Statement of work
  • Monthly client report
  • Year-end client review
Executive search
  • Candidate shortlist
  • Candidate profile
  • Role brief
  • Search update
Sponsorship & events
  • Sponsor proposal
  • Sponsorship prospectus
  • Post-event sponsor recap
  • Speaker pack
Customer success
  • Customer onboarding
  • Partner portal
  • Customer academy
  • Quarterly business review
Music & media
  • Electronic press kit
  • Sync pitch
  • Film funding pitch
  • Talent roster pitch

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