# IndexHalo Agency Prospect Pitch Kit

An editable working record for an agency’s first meeting, discovery, scoped proposal and recurring review.

Guide: https://www.indexhalo.com/blog/agency-prospect-pitch/

Complete the blank fields with your own evidence. Labelled worked examples are reference material.

## 1. Buyer brief

Describe the prospect’s buyer and the decision your investigation will inform.

**Prospect / brand:**


**Prepared by:**


**Meeting date:**


**Priority buyer segment:**


**Buyer job and decision:**


**Required features or workflows:**


**Why this question matters commercially:**


**Exact buyer question:**


## 2. Collection scope and evidence

Keep the original scope and links with every finding.

**Market / country:**


**Language:**


**Device:**


**Sources / collection methods:**


**Collection date and time:**


**Usable answer count:**


**Saved report URL:**


**Evidence owner:**


| Finding | Count / denominator | Answer or passage link | Cited source URL | Collection date |
| --- | --- | --- | --- | --- |
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### Public example only — replace with your own evidence

**Brand:** Notion

**Finding:** Named in 4 of 4 usable answers; owned website cited in 2 of 4.

**Scope:** One question, collected 17 October 2026.

**Interpretation:** Inspect selected answer claims and their sources before proposing a page change.

## 3. Claim and source review

Compare the exact claim with the relevant official source and matching scope.

| Exact answer claim | Plan / currency / interval / workflow | Official source and check date | Assessment | Question or proposed next step |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |
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Assessment choices: Confirmed by the source; Missing relevant context; Needs product-owner clarification; Contradicted by the matching source

## 4. Discovery notes

Use answers to change the scope, owner or priority.

**Which buyer segment matters most?:**


**Which questions recur in sales conversations?:**


**Which product facts or plans changed recently?:**


**Which pages already explain these requirements?:**


**Who verifies the facts and approves updates?:**


**What useful decision should the first engagement enable?:**


## 5. One-page pitch

Write a short opening that the prospect can inspect and share.

**Buyer decision:**


**One verified finding with scope:**


**Business question to discuss:**


**Proposed next step:**


**Evidence link:**


**Decision requested from the prospect:**


### Public Notion example — adapt every example field

**Text:** We reviewed one buyer question in a saved answer set. Notion was named in four of four usable answers, while its own website was cited in two. We propose reviewing the relevant claims and cited pages against official product information, then agreeing which explanation deserves attention.

## 6. Scope, effort and acceptance

Define what will be delivered and how both sides will know it is complete. Add agency fees through your normal commercial process.

**Agency fee / currency / billing terms:**


**Prospect approval contact:**


**Included implementation work:**


**Review meeting date:**


**Agreed changes to scope:**


| Deliverable / activity | Owner | Required inputs | Estimated effort | Due date | Completion check |
| --- | --- | --- | --- | --- | --- |
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## 7. Recurring review and handover

Preserve stable questions, completed work and new observations as separate records.

**Core questions to repeat:**


**Markets / languages:**


**Collection cadence:**


**Exploratory questions:**


**Monthly complete-search workload:**


**Live changed-page URL and publication date:**


**Later comparable observation and collection date:**


**Decision: maintain / investigate / change:**


**Next owner and review date:**


| Date | Completed work or new observation | Evidence link | Decision | Owner / next date |
| --- | --- | --- | --- | --- |
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