From the workshop wall to findings everyone can read.
Write up each workshop as a page, with the findings, a table or two and a diagram of the journey, and let the client’s team comment on it. Decisions go into the feed, and the next steps become work items on the board.
- Workshop results that live only in someone’s camera roll
- Stakeholders who weren’t in the room and never quite catch up
- Next steps that have vanished by the following morning
Workshop 2 — findings
Eleven interviews, three patterns. Customers look for their meter reading first, and only then for the bill.
Does this hold for business customers too?
Partly — we test that in round 2.
Their IT team was quiet; invite them next time.
Your board, in your words
Name the columns the way your team talks. Each one sits in one of seven stages, the steps from backlog to done that AgencyOS understands, and gets a label written for your client.
| Your column | Stage | Client reads |
|---|---|---|
| Research | Backlog | Research |
| Workshop planned | Planned | Coming up |
| Synthesis | In progress | We’re working on it |
| Stakeholder review | Review | Your input, please |
| Prototype | In progress | Prototyping |
| Handed over | Done | Handed over |
A week with AgencyOS
- 1
Before: the plan as a page
Goals, agenda and participants in one document that the client’s team can read and comment on ahead of the day.
Documents → - 2
After: findings, photos, a journey
Photos of the wall, the clustered findings in a table, and the customer journey drawn as a diagram, written as plain text.
Documents → - 3
Decisions go in the feed
Post what was decided where the client relationship lives, and email it to the stakeholders who never log in.
- 4
Next steps go on the board
Each next step becomes a work item with an owner, and the client can watch it move.
Board & work items →
What you’ll use most
Pages with tables, images, columns and diagrams, open for comments passage by passage.
→Status overviewThe client’s overview, with what’s in progress, what was decided and the latest pages.
→Privacy by designYour internal debrief sits next to their shared findings, and the two never get mixed up.
→There’s no whiteboard in AgencyOS. Use your favorite canvas tool in the workshop itself, then bring the photos and the synthesis here, where the client can still find them next month.
See it with your own customers in it.
We’ll set up your workspace with you and move your current projects over before the first call ends.