Dillon AgencyFirm marketing
Led by Keir Dillon

Marketing systems & practical AI

Improve the workflow.
Keep ownership clear.

Connect tools to a defined task, a named owner, and a result the team can evaluate.

Dillon Agency
Led by Keir Dillon

Begin with
the work that repeats.

Before adding technology, look at how the work moves today. Where does information arrive? Who prepares it? Who checks it? What needs approval? What happens after publication?

A bounded place to start

Examples include organizing an advisor interview into a draft brief, preparing research for a content discussion, or making the review handoff clearer.

Choose the task around the firm’s permitted tools, data practices, team capacity, and review responsibilities.

Illustrative workflow / Advisor content

From a conversation
to material the team can use.

  1. Capture the source

    Use approved material and identify the question the content should answer.

  2. Prepare a draft brief

    Organize the material into a bounded draft. Keep its source and assumptions visible.

  3. Review with accountable people

    Check accuracy, voice, context, and the firm’s required approvals.

  4. Publish and learn

    Use the approved channel, retain the agreed record, and review actual use.

This illustrates an approach. It does not represent a measured client deployment or an installed software product.

Define success
before the pilot.

Agree how to compare the proposed workflow with the current one. Useful measures may include preparation time, rework, output quality, review completion, and actual adoption.

Leave the team with a usable process

A scoped engagement can produce a workflow map, roles, a pilot configuration, review criteria, and operating documentation.

Specific integrations, software costs, permissions, and ongoing maintenance are agreed before implementation.

Let’s talk about
your firm.

Bring the priorities, the people involved, and the work you want to move forward.

Start a conversation