Send us the brief you already have and we’ll turn it into a plan you can check line by line.

It can be a PDF, a deck, a spreadsheet or a few paragraphs in an email. Our software reads every page, pulls out what you’re asking for and shows where each requirement came from, and anything unclear becomes a question for you before a dollar is spent.

Brief intake, with a sample brief Agent read 14 pages
ObjectiveGrow pipeline for a new data platform at enterprise accountsp. 2
MarketsUK, Germany and the Nordicsp. 3
Target accounts300 supplied, 6 duplicates removed◆ accounts.xlsx
Acceptance rulesDirector and above, 500+ employeesp. 6
Budget thresholdNot stated. Question drafted for the client◆ p. 5
Copper marks a line waiting on a person.

We read every brief the same way, and our delivery lead checks the result before any work starts.

Brief intake is the first of the eight stages every programme runs through, and nothing else starts until it’s approved.

  1. 01

    We read the whole brief, appendices included.

    The software goes through every page, including the target account list and any acceptance rules tucked away at the back.

  2. 02

    We pull every requirement into one ledger.

    Objectives, markets, deliverables, audience, exclusions, timing and reporting all sit in one place you can scan.

  3. 03

    Each line points to the page it came from.

    That means you can check our reading of your brief in a few minutes instead of re-reading your own document.

  4. 04

    Anything unclear becomes a question for you.

    The questions are short and specific, about budget thresholds, lead definitions, markets in scope or who counts as a competitor.

You can check our reading of your brief in your portal before anything is spent.

Mark any line we’ve read wrongly and the correction goes straight to our delivery lead, with the page it refers to attached.

  • A requirement ledger with a source and a confidence rating for every line
  • The questions we need answered, drafted and ready to send
  • Scope, deliverables and timeline in one view before anything starts
  • Who accepted the brief on our side, and when
The approvals inbox in the Conversera console, listing decisions waiting on a person
The approvals inbox. Every decision records who made it and when.

Most people want to know what they can send us and who actually reads it.

What formats can we send?

PDF, Word, PowerPoint, Excel and plain text. Most briefs arrive as a deck plus a target account list, and that’s fine.

Does a person read the brief, or only the software?

A person does. Our delivery lead reviews the ledger and approves it before any work starts. The software makes the reading faster, and the decision stays with us.

Carry on to audience and committees

Send us 20 target accounts and we’ll show you who decides inside each one.

Within five business days you’ll have the buying group for every account, the people already showing interest, and a sourced brief on your top five. It’s free. If your current programme already covers the committee, we’ll say so.