Agencies & Consulting template
Creative concept presentation
Concepts, rationale, references and feedback, as one link the people you send it to can explore, ask questions in and act on.
What's inside
Built on WZRD's Salesroom. WZRD AI shapes the tabs and blocks for a creative concept presentation from your material.
Overview
Hero, Logos, Pitch and Why usProducts
Products and DemoPricing
Pricing and ROI calculatorCase studies
Case studies and TestimonialFAQ
FAQTalk to us
Lead qualification and Book meetingIts AI agent
Answers visitors' questions from your material, by voice or text, and points them to the next step.
Who it's for
- Made by Strategist, Agency Founder, Consultant and Account Director
- For active client team, client executives, client procurement and prospective client
- In Consulting, Digital Studio, Creative Agency and Marketing Agency
When to use it
- For a new lead: a Strategist sends it to the active client team
- After discovery: a Agency Founder sends it to the client executives
- During delivery: a Consultant sends it to the client procurement
- At milestone review: a Account Director sends it to the prospective client
- At renewal / handover: a Strategist sends it to the active client team
What WZRD needs
- Workshop notes + recommendations
- Proposal + portfolio
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a creative concept presentation for Consulting for a new lead, using my workshop notes + recommendations.
Questions
What is a creative concept presentation in WZRD?
Concepts, rationale, references and feedback, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually workshop notes + recommendations and proposal + portfolio. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Strategist, Agency Founder, Consultant and Account Director, for active client team, client executives, client procurement and prospective client.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a creative concept presentation for Consulting for a new lead, using my workshop notes + recommendations." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.