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AGENCIES & CONSULTANCIES

One curated guide for every client moment. Built to make the follow-up as strong as the pitch.

Start with one client moment. We select and sequence your case studies, methodology, service videos, testimonials, proposal resources and booking links into one interactive guide, with deep engagement analytics built in.

✓One client moment · built async · 14-day preview
THE PROBLEM ISN'T A LACK OF EXPERTISE

Your best thinking is scattered.
The follow-up path is missing.

After a discovery call, a prospect receives a deck, a proposal PDF and a handful of links. The strongest case study sits in a drive folder, the methodology lives in a slide, and every team member follows up differently. We select and sequence that expertise into one curated client guide.

BEFORE · DISCONNECTED EXPERTISE
▶ Service explainerShort video
▧ Relevant case studyCustomer proof
▤ Methodology deckPDF · presentation
◉ Client testimonialVideo / quote
◫ Proposal documentScope and pricing
▦ Book a working sessionCalendar link
Too many attachments to connect

The prospect has to work out which proof matters and what happens next.

→
AFTER · ONE CURATED CLIENT PATH
01Understand the approachSelected service, methodology and scope content
02See relevant proofCase studies, testimonials and outcomes in context
03Agree the next stepOne clear CTA for a working session, proposal or onboarding step

One reusable guide from first conversation to a confident decision.

INSIDE A CLIENT GUIDE

Everything the prospect needs, in one link.

Approach, proof, scope and next steps stay connected, without the prospect reconstructing your case from attachments, drive folders and a proposal PDF. The same guide can be reused across prospects.

Interactive sample · illustrative

▤Curated proof cards

Service explainers, case studies, methodology, testimonials and scope resources, selected and sequenced for this client moment.

▶Rich media in context

Client videos, testimonials and walkthroughs sit beside the point they support.

◎Why it was selected

Supporting context explains why a case study or method matters to this client situation.

▣Clear next step

Guide- and item-level CTAs connect the story to a working session, a proposal or the first onboarding step.

THE VIEWANGLES METHOD

Start with the client moment.
Curate around the decision.

A client guide begins with a real commercial moment, not a capabilities deck. We select and sequence the proof, method and service detail that matter, then connect them to a clear next action.

01

Define the client moment

Who is deciding? What must they understand, believe or justify internally?

02

Curate the relevant proof

Select and sequence case studies, methodology, service detail, testimonials and commercial detail.

03

Design the decision path

Sequence the story around the questions that block a yes, a scope agreement or a start.

04

Measure and improve

Review supported engagement and refine the proof, sequence and CTA.

WHERE THIS APPLIES

Six client moments. One curated guide each.

Discovery follow-up, proposal evaluation, objection handling, client onboarding, referrals and re-engagement. Each guide starts with the decision the client is trying to make.

01

After discovery

Send a personal message and one reusable guide with the relevant service story, proof and next steps.

Next step: Book a deeper working session.
02

Proposal evaluation

Give decision-makers a companion experience for scope, methodology, deliverables, proof and FAQs.

Next step: Clarify scope or approve the next step.
03

Objection handling

Curate the evidence and explanations that address a recurring buyer concern.

Next step: Request a focused conversation.
04

Client onboarding

Bring welcome videos, forms, process explanations, tutorials and key contacts together.

Next step: Complete the first onboarding step.
05

Referral or partner introduction

Give a referral source or partner a clear explanation of what you do and the proof that makes an introduction easy.

Next step: Make an introduction or explore a partnership.
06

Re-engagement

Reopen a dormant opportunity with a focused update, new proof and a relevant reason to continue the conversation.

Next step: Restart the conversation or agree to close the file.
THE GUIDE · ONE CONTEXT, MULTIPLE WAYS TO USE IT

Every client guide is ready for prospects, AI agents and crawlers.

Publish once. The same curated guide is prepared automatically in three formats, including interactive HTML for prospects, Markdown for readable retrieval and JSON for structured access, ready for people, AI agents and search crawlers. Share it through links, proposal embeds, QR codes and case-study deep links.

▣FOR PROSPECTS

Interactive HTML

A responsive guide with proof cards, service media, methodology, context and guide- or item-level CTAs.

/guides/crm-transformation/
MFOR READABLE RETRIEVAL

Markdown

A text-first representation of the same client moment and curated proof for compatible retrieval workflows.

/guides/crm-transformation.md
{ }FOR STRUCTURED ACCESS

JSON

A structured representation of the guide and its composition for systems that need machine-readable content.

/guides/crm-transformation.json
↗Send after a conversationEmail, messaging or proposal follow-up⌁Embed in a proposalProposal, SOW or client portal▦Open from a QR codeEvent, pitch room or printed pack⌖Deep link to a case studyShare one proof point inside its guide
AUTOMATIC EVENTS · CONFIGURABLE GOALS & FUNNELS

See which proof points get attention.
Understand what turns interest into action.

Guide activity is captured automatically inside each guide. Configure goals and funnels around the actions that matter, then see which services, case studies, methodology and next-step CTAs attract attention.

✓ Automatic events: guide visits, content-card selections, supported media interactions and CTA clicks
✓ Goals: track key-resource engagement and the actions that turn interest into action
✓ Funnels: follow guide open → content exploration → CTA activity
✓ Monthly review: we compare engagement across your guides and recommend the next priority
Automatically tracked engagement signalsILLUSTRATIVE
Sample guide activitySAMPLE
Illustrative engagement trendNot live customer data
◉
Guide eventsAUTOMATIC
Automatically capture guide visits, case-study selections, methodology views and supported media interactions.
◎
Decision goalsCONFIGURABLE
Track service, proof and proposal engagement, plus working-session or scope CTA clicks.
⌁
Client funnelsCONFIGURABLE
Review guide visit → relevant proof explored → meeting or proposal action.
⌖
Source insightsWHERE TAGGED
Compare sales follow-up links, proposal embeds and campaign sources where tagged.
EXAMPLE FUNNEL
Guide opened100%
Relevant proof explored60%
Meeting CTA clicked18%
Guide opens, content-card selections and CTA clicks are captured automatically as events. Pipeline, signed work and revenue require confirmation from your CRM. Public guides do not identify individual visitors by themselves.
PLANS · AGENCIES AND CONSULTANCIES

Create a curated guide for every important client decision.

Select and sequence your expertise, case studies, methodology and service resources into reusable client guides. Pro is the annual studio plan: unlimited guides, managed hosting and a full year of async studio support. Your team approves every guide.

COMING SOON
MAX
$1,188 per year
(when available)
($99 per month equivalent)
Everything in Pro

Unlimited native motion videos and motion engagement reporting when released.

Join the Max waitlist →
Waitlist only · no payment now

Not sure which plan? Start with a free preview →

INCLUDED IN PRO AND MAX

Everything for a full year of guides.

One brand and project, unlimited published guides and the full studio cycle.

∞
Unlimited published guides

Create guides for as many sales moments as your project needs.

✦
White-glove onboarding

We help define the audience, context, content flow and next action.

↻
Monthly async Content Studio Cycle

Share new content, context and customer questions. Each month we review engagement across your guides, agree one priority, prepare a preview for approval and publish.

▣
Managed hosting and content creation

We manage publishing, content curation, guide upkeep and agreed updates.

⌘
Three publishing formats

Every guide is published as interactive HTML, readable Markdown and structured JSON.

↗
Share it anywhere

Custom domain, share links, embeds, QR codes and deep links to items inside a guide.

◎
Deep per-guide analytics

Each guide captures visits, content-card selections, supported media interactions and CTA clicks, with goals and funnels inside the guide.

✧
Human-reviewed curation

We help to organise and draft. Your team reviews important content before it goes public.

One project, one brand, unlimited published guides on Pro and Max. Pro and Max are annual plans. Guide count is not metered on Pro and Max. Each monthly async Content Studio Cycle includes a review across your guides and moves one agreed content priority from brief to preview and publication. Routine upkeep and small corrections are included. Additional brands or projects, major migrations, original media production and unusually large one-off requests are scoped separately. Max and its unlimited native motion videos are waitlist only until released. Native motion videos are generated from the guide content; original filmed production and custom animation are scoped separately. Renewal pricing is confirmed before renewal.

All prices in US dollars. Pro and Max are annual plans, billed once per year.

No payment is taken on this site. We confirm fit and scope before anything starts.

FREQUENTLY ASKED QUESTIONS

The client guide FAQ.
Grouped by topic.

Preview, the guide, sales use, fit and plans. Open a category, then a question, to find the detail you need.

The preview4 questions
What exactly is the first guide preview?

One client moment, built from 3–10 approved links, with one intended next step. It stays live for 14 days so your team can review the sequence, proof and CTA. No payment is required to preview.

How long does the preview take?

Most previews are ready within 5–7 business days after we confirm the brief and scope. Larger sets or complex embeds may need a little longer; we agree the timing in writing before we build.

What happens after the 14 days?

After 14 days, the preview is taken offline and removed unless you ask us to keep a private archive. If it is useful, we scope the paid first guide, move it to your domain and keep it live.

Is the preview public?

Preview visibility is agreed with you before we build. Only public or approved material should be submitted, and the guide is not published to your public site until you approve it.

The guide5 questions
What exactly is published?

The project-level guide hub and each guide are published in HTML, Markdown and JSON. Case studies, videos, PDFs and other items are composed inside guides; they are not independently published by ViewAngles.

What content types can a client guide include?

Service videos (YouTube, Vimeo), case-study PDFs, testimonials, methodology decks, images, proposal summaries, enquiry forms (Tally, Typeform) and booking links (Cal.com, Calendly). We embed what the provider exposes and link out where it does not. Start with 3–10 links.

How do AI agents and crawlers access our guides?

The project hub and each guide have Markdown and JSON representations, with configured discovery pointers. This makes approved service and proof information available in formats compatible with AI and machine retrieval.

Are guides private?

Guides are public by default in the current publishing model. Private authenticated portals are not included. Only approved public material should be included.

Can we reuse the same guide for several prospects?

Yes. A guide is built for one client moment, not one named individual. The personal message changes; the public guide stays reusable and measurable.

Sales and client work4 questions
Can we personalise the guide for one prospect?

The guide is built for one client moment and stays public. Personalisation happens in the message that surrounds it. Named or confidential content should not be included in a public guide.

Can we use the guide inside a proposal?

Yes. Link or embed the guide in a proposal, statement of work or client portal as the supporting evidence behind the recommendation.

Can the whole team share the same guide?

Yes. One approved guide gives everyone the same proof, wording and next step, instead of every person assembling a different link bundle.

Can we use it for client onboarding?

Yes. Bring welcome videos, process explanations, forms, tutorials and key contacts into one path for the first onboarding step.

Fit and plans7 questions
Why not just send a deck or a Notion page?

A deck is point-in-time and a workspace is built for the team, not the client. A guide is a focused, shareable destination organized around one client decision and a next step.

Why not a proposal PDF?

A proposal is the commercial document. A guide is the supporting story that helps the client understand the approach, trust the proof and act. The two work together.

What does analytics measure?

Guide visits, content-card selections, supported media interactions and CTA clicks. Configure goals and funnels such as guide opened → proof explored → meeting CTA. Public guides do not identify individual visitors.

What does unlimited guides mean?

On Pro and Max, there is no per-guide fee or published-guide cap within one brand and project. Pro and Max include the monthly async Content Studio Cycle.

Can I see engagement across all guides?

Each guide has deep analytics for visits, content-card selections, supported media and CTA clicks. In the monthly studio cycle, we review engagement across your guides and recommend one priority. A self-serve cross-guide dashboard is not part of the current product.

Why annual only?

The set of guides and the monthly review compound over a year. The 14-day preview lets you judge the work before you commit to an annual plan.

How do the plans work?

Pro is the annual studio plan at $792 per year, equivalent to $66 per month. It covers one project, unlimited published guides, managed hosting, the monthly async Content Studio Cycle, deep per-guide analytics and a monthly review across your guides. Max is waitlist only at $1,188 per year, equivalent to $99 per month, when unlimited native motion videos are released.

Still deciding? Request a client guide preview →
YOUR FIRST CLIENT GUIDE · BUILT BY US

Send the links. We’ll build the first client guide.

Share 3–10 links, the client moment and the next action. Five to seven links are usually enough for a focused preview. We’ll build a short preview, keep it live for 14 days and show you the analytics setup and any activity it captures. No call required.

Prefer email? info@viewangles.com

↗No payment to preview.We confirm fit first. If the preview is useful, we scope the paid version and move it to your domain.

Built by a small managed studio. Your team approves every guide. About the studio →

One client moment · 3–10 approved links · one CTA · preview live for 14 days · public or approved material only.

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