TPAi client

Sources → Verbatims

• Kickoff workshop boards figjam · 2026-01-06
  • “Better briefs to begin with?

A brief agent??” teamon-task
  • “Organisational knowledge - particularly with new team members” teamon-task
  • “Clients don’t read the emails” teamon-task
  • “Clients skip the process - don’t do the homework” teamon-task
  • “Setting up territories and hypotheses” teamon-task
  • “Not always budget and time for a proper pre-creative setup” teamon-task
  • “Key people are often not in the room at the start - but they bring knowledge

Esp. Devs during discovery” teamon-task
  • “Finding easier / more efficient ways of doing things?” teamon-task
  • “A pull from clients would be good” teamon-task
  • “Trafficking / resource planning Feedback loops / iteration cycles are often not factored in” teamon-task
  • “Job setup is a time sink. Could be automated

tasks
roles
budget estimates
folders / files” teamon-task
  • “Can better automations be set up in Productive?” teamon-task
  • “Chat interface that results in a draft budget in Productive” teamon-task
  • “Smarter calendars?” teamon-task
  • “TECH SPIKES ON THIS?

AI BROWSERS?” teamon-task
  • “Batch invoice drafts at month end?” teamon-task
  • “Build the data set from past projects” teamon-task
  • “CX FRICTION

The wrong people to start with” teamon-task
  • “CX FRICTION

Asking for the wrong things?” teamon-task
  • “Multiple points of truth is an issue” teamon-task
  • “Inputs in different places” teamon-task
  • “Templated approach / methodology” teamon-task
  • “Checklists for interrogating the brief” teamon-task
  • “What is the right balance of history / context” teamon-task
  • “Chat to workflow / to-dos?” teamon-task
  • “Smarter calendars?” teamon-task
  • “Orchestration agent” teamon-task
  • “Node view of project threads” teamon-task
  • “Lots of info in G chats - things can be missed” teamon-task
  • “But where’s the room for the idea?” teamon-task
  • “Not up to speed on client history - how they work / what they like” teamon-task
  • “Pull in performance data

Campaign results
Internal profitability” teamon-task
  • “Posh scamps - putting more effort into early creative than is needed” teamon-task
  • “HIDDEN COSTS

Unbudgeted reworking” teamon-task
  • “Trafficking Feedback loops are not baked in” teamon-task
  • “Work doesn’t match what we know the client might buy” teamon-task
  • “Single minded creative responses.

But client might want safer territory” teamon-task
  • “Making decks - presentation ready

-slides?
-something else?” teamon-task
  • “The boss torpedoes things at the end” teamon-task
  • “CX FRICTION

Client feedback

”I don’t like green”” teamon-task
  • “CX FRICTION

Regulatory copy” teamon-task
  • “CX FRICTION

Client accountability” teamon-task
  • “CX FRICTION

Subjectivity” teamon-task
  • “CX FRICTION

We are flexible - what they want vs. what was briefed?” teamon-task
  • “Docs?
Living files?” teamon-task
  • “QA - ticket tracking - particularly when client can’t access google sheets 

[is there a ‘neutral’ solution - Trello etc?]” teamon-task
  • “EFFORT VS
PERCEIVED VALUE

Noit many clients actually scrutinise the results (unlike VG)” teamon-task

Findings → Verbatims

• Clients often can't articulate what they want at the brief stage, and the resulting ambiguity surfaces later as friction and rework.

  “Better briefs to begin with?

A brief agent??” — Kickoff workshop boards

  “Clients skip the process - don’t do the homework” — Kickoff workshop boards

  “CX FRICTION

The wrong people to start with” — Kickoff workshop boards

  “CX FRICTION

Asking for the wrong things?” — Kickoff workshop boards

  “Checklists for interrogating the brief” — Kickoff workshop boards

  “Templated approach / methodology” — Kickoff workshop boards

  “Not always budget and time for a proper pre-creative setup” — Kickoff workshop boards

  “CX FRICTION

We are flexible - what they want vs. what was briefed?” — Kickoff workshop boards

  “A pull from clients would be good” — Kickoff workshop boards

• Knowledge the work depends on (client history, how-we-do-things) is locked in people and scattered channels, hitting new joiners and discovery hardest.

  “Organisational knowledge - particularly with new team members” — Kickoff workshop boards

  “Not up to speed on client history - how they work / what they like” — Kickoff workshop boards

  “Key people are often not in the room at the start - but they bring knowledge

Esp. Devs during discovery” — Kickoff workshop boards

  “Lots of info in G chats - things can be missed” — Kickoff workshop boards

  “What is the right balance of history / context” — Kickoff workshop boards

• Resourcing is set against smooth-run assumptions, so feedback loops and rework aren't costed in — when feedback gets sticky, margin and morale absorb it.

  “Trafficking / resource planning Feedback loops / iteration cycles are often not factored in” — Kickoff workshop boards

  “Trafficking Feedback loops are not baked in” — Kickoff workshop boards

  “HIDDEN COSTS

Unbudgeted reworking” — Kickoff workshop boards

  “Not always budget and time for a proper pre-creative setup” — Kickoff workshop boards

  “The boss torpedoes things at the end” — Kickoff workshop boards

  “CX FRICTION

Client accountability” — Kickoff workshop boards

• The problem isn't too little information but information scattered across channels, with no single source of truth — and even logged trails get ignored.

  “Lots of info in G chats - things can be missed” — Kickoff workshop boards

  “Multiple points of truth is an issue” — Kickoff workshop boards

  “Inputs in different places” — Kickoff workshop boards

  “Clients don’t read the emails” — Kickoff workshop boards

  “Docs?
Living files?” — Kickoff workshop boards

  “QA - ticket tracking - particularly when client can’t access google sheets 

[is there a ‘neutral’ solution - Trello etc?]” — Kickoff workshop boards

• Creative judgement is inherently subjective; without a visible trail of rationale and evidence, decisions get reopened and overturned late.

  “CX FRICTION

Subjectivity” — Kickoff workshop boards

  “CX FRICTION

Client feedback

”I don’t like green”” — Kickoff workshop boards

  “Single minded creative responses.

But client might want safer territory” — Kickoff workshop boards

  “Setting up territories and hypotheses” — Kickoff workshop boards

  “Work doesn’t match what we know the client might buy” — Kickoff workshop boards

  “The boss torpedoes things at the end” — Kickoff workshop boards

• Presentation-ready artefacts (decks, posh scamps) consume effort that may exceed the value clients place on them — worth questioning the default.

  “Making decks - presentation ready

-slides?
-something else?” — Kickoff workshop boards

  “Posh scamps - putting more effort into early creative than is needed” — Kickoff workshop boards

  “EFFORT VS
PERCEIVED VALUE

Noit many clients actually scrutinise the results (unlike VG)” — Kickoff workshop boards

  “But where’s the room for the idea?” — Kickoff workshop boards

• Repetitive operational work — job setup, budgeting, invoicing, scheduling — is a recurring drain the team itself flags as automatable, much of it inside Productive.

  “Job setup is a time sink. Could be automated

tasks
roles
budget estimates
folders / files” — Kickoff workshop boards

  “Can better automations be set up in Productive?” — Kickoff workshop boards

  “Chat interface that results in a draft budget in Productive” — Kickoff workshop boards

  “Batch invoice drafts at month end?” — Kickoff workshop boards

  “Smarter calendars?” — Kickoff workshop boards

  “Finding easier / more efficient ways of doing things?” — Kickoff workshop boards

• Beyond point automations, the team reaches for a connective layer — orchestration across project threads rather than more isolated tools.

  “Orchestration agent” — Kickoff workshop boards

  “Node view of project threads” — Kickoff workshop boards

  “Chat to workflow / to-dos?” — Kickoff workshop boards

  “TECH SPIKES ON THIS?

AI BROWSERS?” — Kickoff workshop boards

• The firm holds data from prior work — estimates, performance, profitability — that could inform briefs, pricing and creative but isn't systematically reused.

  “Build the data set from past projects” — Kickoff workshop boards

  “Pull in performance data

Campaign results
Internal profitability” — Kickoff workshop boards

Opportunities (the hinge)

Loop map