The HolaBrief Approach

How to announce to your team and clients you are working with HolaBrief? We'll go through the best practices for announcing the use of HolaBrief to your team and clients, and even share example email scripts you can simply copy & paste. Whether you're a new user or an existing one, you'll find valuable insights on how to communicate the benefits of HolaBrief.

What does HolaBrief stand for?

We are a client-agency collaboration platform that aims to help creative agencies and their clients work together more effectively by streamlining the briefing process and providing a clear and consistent framework for project information. This is the approach we take when it comes to aligned and effective briefing:

  • Consistency: Our platform provides a consistent format for clients to use when submitting project briefs, which can help ensure that all the necessary information is collected and reduce the time spent clarifying details.
  • Collaboration: Our platform allows for real-time collaboration between clients and agencies, which can help improve communication and ensure that all stakeholders are on the same page.
  • Automation: Our platform automates data collection, allowing agencies to easily gather and organize all the necessary client information in a single location.
  • Customization: Our platform allows for the customization of smart templates and forms to fit the unique needs of the agency and its clients.
  • Feedback: Our platform provides clients with the ability to provide feedback and track the progress of their projects, which can help ensure that the agency is meeting their expectations and delivering work that meets their need

Why use HolaBrief?

A briefing platform like HolaBrief can help employees at creative agencies work together more effectively as a team and with the client to achieve outstanding results. Here are a few ways it can help:

  1. Streamline the briefing process: Our platform allows for a consistent format for clients to use when submitting project briefs, which can help ensure that all necessary information is provided to the agency, streamlining the process and reducing the time spent on clarification.
  2. Improve team collaboration: Our platform allows for real-time collaboration among team members, which can help improve communication and ensure that all stakeholders are on the same page.
  3. Enhance project management: Our platform allows team members to track the progress of projects and provide feedback directly on the platform, which can help ensure that the agency is meeting client expectations and delivering work that meets their needs.
  4. Save time and increase efficiency: By using our platform, team members can save time and increase efficiency by streamlining their workflow, reducing administrative tasks, and providing clear guidelines for the agency.
  5. Provide a better client experience: Our platform can enhance the client experience by making the project briefing process more efficient and clear and providing a sense of professionalism and organized approach, which can help build trust and confidence in the agency's ability to deliver outstanding results.

How to announce HolaBrief to your clients?

Introducing HolaBrief to your clients at the start of a project helps to establish trust and confidence in your agency's ability to deliver outstanding results. By providing a sense of professionalism and an organized approach, your clients can feel more at ease and understand the process better. Find below an email script you can use to introduce clients to the platform:

Subject: Introducing HolaBrief - A Better Way to Manage Your Projects

Dear [Client name],

We hope this email finds you well. We are reaching out to introduce you to HolaBrief, a new platform that we will be using to kick off and manage your projects with us.

HolaBrief is a briefing platform that streamlines the project management process by providing a consistent format for our clients to use when submitting project briefs, automating data collection, and allowing for real-time collaboration between you and our dedicated team.

This platform will help us ensure all necessary information is provided, improve communication and collaboration, enhance project management, save time and increase efficiency, and provide a better client experience. We believe that HolaBrief will help us work together more effectively and achieve outstanding results.

We invite you to take a look at the platform and familiarize yourself with its features. As soon as we set up a custom briefing framework for our project together, you will receive an invite via email. This will take you to the HolaBrief Collaboration Portal, where you can review, add or edit necessary information to move our project forward.

If you have any questions or concerns, please don't hesitate to contact us. We look forward to continuing to work with you and creating fruitful results together.

Best,

[Your name]


How to announce HolaBrief to your team?

There are several ways you can convince your CEO, Project manager, or teammates to use HolaBrief at your agency:

  • Highlight the benefits: Show your teammates how HolaBrief can streamline the briefing process, improve collaboration, and increase efficiency. Explain how it can save time and reduce administrative tasks, allowing them to focus on delivering high-quality work and meeting client needs.
  • Provide examples: Share case studies or success stories from other creative agencies that have successfully implemented HolaBrief and have seen improvements in their workflow and client satisfaction.
  • Show them our platform: Walk your teammates through HolaBrief, highlighting its features and how easy it is to use. Encourage them to try it out for themselves and see the benefits firsthand.
  • Emphasize the client benefits: Explain how HolaBrief can help enhance the client experience, build trust and confidence in the agency's ability to deliver outstanding results, and improve client health.
  • Lead by example: Start using HolaBrief yourself and demonstrate the benefits to your teammates by showing them how it improves your project workflow and helps you meet client needs.
  • Make it mandatory: If all else fails, you can make the use of HolaBrief mandatory, explaining that it is a tool that is necessary for the agency's success and growth.

Below you can find an example of an email script of how to introduce HolaBrief to your team:

Subject: Let’s unleash the Power of Collaboration with HolaBrief

Hi Team,

We are excited to announce that we will be implementing a new client collaboration platform called HolaBrief.

This platform will streamline our client management process, improve collaboration, and help us achieve outstanding results. HolaBrief provides a consistent format for clients to use when submitting project briefs, automates data collection, and allows real-time collaboration between clients and our team.This will ensure that all necessary information is provided, save time, and increase efficiency.

We believe that HolaBrief will help us work together more effectively, and we encourage all of you to take a look at the platform and familiarize yourself with its features. Starting next week, all projects will kick off through HolaBrief, so please ensure you have an account set up and can access the platform.

If you have any questions or concerns, please let us know. We will also be conducting a training session to go over how to use the platform and answer any questions you may have. Let's work together to achieve great client health with HolaBrief!

Best,

[Your name]

We hope you found these examples valuable and can’t wait to see you inside the platform!