When AI Handles the Clutter, Your Team Gains Clarity

Most agencies don’t lose RFPs because of bad ideas; they lose because the idea can’t scale across strategy, media, and delivery.

The Situation

  • The creative was late.

  • The deck looked cluttered.

  • And the pitch wasn’t holding.

Multiple agencies across auto, tourism, CPG, and tech asked us to step in, not to rewrite slides, but to realign the entire RFP foundation. What we found was a common gap:

  • Media and strategy weren’t in sync.

  • AI was name-dropped, but not integrated.

  • Teams were rushing deliverables without clarity on the actual execution plan.

  • Everyone talked about objectives, yet no one talked about priorities.

The agencies were working, but no one was connecting the dots.

What We Did

We rebuilt the RFP like a business case, so every slide, team, and tactic spoke the same language.

  • Used AI to accelerate the basics from 4 days on average to 1 hour: timelines, role mapping, onboarding flows, and FAQ prep. This freed up teams to focus on what matters—refining positioning, clarifying KPIs, and pressure-testing the creative story.

  • Aligned media, creative, and strategy under one spine: so the pitch didn’t just look good, it made sense, scaled well, and could be delivered.

  • Coached the keynote: simplified the message, sharpened ownership, and made sure stakeholders would hear not just “a good idea” but “a real plan.”

Results

  • 4 out of 6 RFPs were won

  • 3 turned into multi-year contracts

  • All agencies kept our frameworks post-pitch

  • We stayed 3–6 months to help onboard teams and activate execution priorities

Why It Worked

  • Because we didn’t just make the pitch look smarter.

  • We made the agency feel ready.

By integrating AI early to remove the clutter, we gave media and creative space to think, and confidence to present a positioning that felt not just exciting, but executable.


If your next RFP is high-stakes, so should your structure. Let’s align your real priorities before you present.


Jorge Machado

Seasoned marketing innovation director adept at surpassing company goals and improving workflows. Proven track record of raising sales, increasing market share, boosting brand awareness, and using data to chart the way forward. Committed to excellence, and training teams to achieve their best possible outcomes and beyond.

https://www.linkedin.com/in/jorgemachadocolon/
Previous
Previous

Simplicity for Clients. Sophistication for Agencies.

Next
Next

How a Storage Company Turned Clicks into Customers and Drove 45% Growth