From Chaos to Checklist Chic
Creating a modular strategy that worked for every kind of client.
The challenge?
There was no single system. Just a whole lot of improvising and scrambling.
So I helped design a modular, repeatable approach—something that could flex based on client needs and time.
The Modular Visit Kit:
Studio Walkthroughs (15–20 min) – A quick, curated vibe check
Showcase + Capabilities (30–60 min) – Tailored case studies + what we’re best at
Strategic Workshops (1.5 hrs+) – Deep-dive discussions, designed to surface business challenges
Now we had a toolkit we could remix depending on the client, time, and intent.
The power we unlocked -
Clients walked in curious and walked out impressed.
From Chaos to Checklist Chic
Creating a modular strategy that worked for every kind of client.
The challenge?
There was no single system. Just a whole lot of improvising and scrambling.
So I helped design a modular, repeatable approach—something that could flex based on client needs and time.
The Modular Visit Kit:
Studio Walkthroughs (15–20 min) – A quick, curated vibe check
Showcase + Capabilities (30–60 min) – Tailored case studies + what we’re best at
Strategic Workshops (1.5 hrs+) – Deep-dive discussions, designed to surface business challenges
Now we had a toolkit we could remix depending on the client, time, and intent.
The power we unlocked -
Clients walked in curious and walked out impressed.
1 studio workshop to 200+ visits - and a full-blown ops strategy
It all began with a single workshop at the Bangalore studio.
Next thing I knew? I was running 15+ client visits a month, shaping experiences for over 200 visits in 2 years. I became the go-to person for managing everything from casual walk-ins to high-stakes global leadership tours—and loved every bit of the chaos.
1 studio workshop to 200+ visits
- and a full-blown ops strategy
It all began with a single workshop at the Bangalore studio.
Next thing I knew? I was running 15+ client visits a month, shaping experiences for over 200 visits in 2 years. I became the go-to person for managing everything from casual walk-ins to high-stakes global leadership tours—and loved every bit of the chaos.
Strategy & Management
Strategy & Management
The Perfect Pitch
The Perfect Pitch
How I helped turn a scattered system of client visits
into a well-oiled, people-powered machine.
How I helped turn a scattered system of client visits
into a well-oiled, people-powered machine.
“Designing experiences isn’t limited to products. Sometimes, it starts at the front door - with coffee,
case studies and conversation.” - Me, probably after visit #101
“Designing experiences isn’t limited to products. Sometimes, it starts at the front door - with coffee,
case studies and conversation.” - Me, probably after visit #101
Got some really cool hats to wear, spotlight and responsibilities to take up.
Got some really cool hats to wear, spotlight and responsibilities to take up.
Post session excitement - pretty evident, right?
Post session excitement - pretty evident, right?
Wearing All the Hats
(And a Blazer, Sometimes)
Facilitator. Presenter, Strategist. Vibe curator.
Wearing All the Hats
(And a Blazer, Sometimes)
Facilitator. Presenter, Strategist. Vibe curator.
What I did:
• Led the end-to-end visit strategy, from pre-planning to post-visit reporting
• Built and maintained a system to track visits and capture insights
• Acted as a face of Wongdoody during global events and on-site meetings
• Presented our capabilities to clients (hello, Sales HAT!)
• Led strategic workshops to understand client goals
• Mentored new team members to ace their presentations and sharpen delivery
Also: survived 3 coffee machines and made it to the top of the leaderboard 3 quarters in a row.
What I did:
• Led the end-to-end visit strategy, from pre-
planning to post-visit reporting
• Built and maintained a system to track visits
and capture insights
• Acted as a face of Wongdoody during global
events and on-site meetings
• Presented our capabilities to clients
(hello, Sales HAT!)
• Led strategic workshops to understand client
goals
• Mentored new team members to ace their
presentations and sharpen delivery
Also: survived 3 coffee machines and made it to the top of the leaderboard 3 quarters in a row.
A 4-Step Guide to Not Losing Your Mind
Running hundreds of visits isn’t about winging it. It’s about having a solid system behind the scenes.
I helped formalise the process into 4 core stages:
Pre-Visit – Planning with Geo Leads + CSG, Aligning purpose
Visit Prep – Assigning presenters, Curating showcases
Post-Visit – Collecting feedback and highlights from presenters
Reporting – Compiling feedback and sharing insights with leadership
This turned visits into a smooth, scalable experience — without losing the personal touch.
A 4-Step Guide to Not Losing Your Mind
Running hundreds of visits isn’t about winging it. It’s about having a solid system behind the scenes.
I helped formalise the process into 4 core stages:
Pre-Visit – Planning with Geo Leads + CSG, Aligning purpose
Visit Prep – Assigning presenters, Curating showcases
Post-Visit – Collecting feedback and highlights from presenters
Reporting – Compiling feedback and sharing insights with leadership
This turned visits into a smooth, scalable experience — without losing the personal touch.
Big Wins, Small Details, and Lots of Coffee
Real results—from business impact to good vibes.
All that structure paid off.
• 10+ successful client conversions
• Streamlined studio ops across India
• Stronger business relationships that grew into strategic opportunities
• And most importantly: A studio culture that looked forward to client visits instead of dreading them
I even managed 30% of all visits last quarter (14 in total), while leading presentations and mentoring new presenters.
Big Wins, Small Details, and Lots of Coffee
Real results—from business impact to good vibes.
All that structure paid off.
• 10+ successful client conversions
• Streamlined studio ops across India
• Stronger business relationships that grew into
strategic opportunities
• And most importantly: A studio culture that
looked forward to client visits instead of
dreading them
I even managed 30% of all visits last quarter (14 in total), while leading presentations and mentoring new presenters.
My BRO (Excel) in the chaotic galaxy of shifting time slots and surprise client drop-ins.
My BRO (Excel) in the chaotic galaxy of shifting time slots and surprise client drop-ins.
OFCOURSE! They are.
OFCOURSE! They are.
BONUS: I got to meet Mr. Norman!
BONUS: I got to meet Mr. Norman!
What I Learned
(Besides Where We Keep the Good Swag)
Growth moments, soft skills, and a masterclass in confidence.
• Good visit strategy = great client experience.
• Systems are sexy — especially when they empower people.
• Presenting regularly made me a more confident communicator (and less afraid of awkward silences).
• Mentoring made me a stronger leader — patient, prepared, and proactive.
Tip: Presenting a LOT makes you way less afraid of silence.
What I Learned
(Besides Where We Keep the Good Swag)
Growth moments, soft skills, and a masterclass in confidence.
• Good visit strategy = great client experience.
• Systems are sexy — especially when they empower people.
• Presenting regularly made me a more confident communicator (and less afraid of awkward silences).
• Mentoring made me a stronger leader — patient, prepared, and proactive.
Tip: Presenting a LOT makes you way less afraid of silence.
While presenting to Nandan Nilekani, I was inspired by his belief of doing things differently.
While presenting to Nandan Nilekani, I was inspired by his belief of doing things differently.
Next Up: The Studio Visit 2.0
Hybrid experiences, co-creation, and more...
Now I’m helping shape the next evolution of client experiences:
• Building playbooks for hybrid visits
• Adding moments of delight and interaction
• Turning client showcases into co-creation spaces
Oh, and bringing better snacks. Always the snacks.
Next Up: The Studio Visit 2.0
Hybrid experiences, co-creation, and more...
Now I’m helping shape the next evolution of client experiences:
• Building playbooks for hybrid visits
• Adding moments of delight and interaction
• Turning client showcases into co-creation
spaces
Oh, and bringing better snacks. Always the snacks.
Looking to make your pitch impactful?
I believe strategy isn’t just about the work—it’s how you present it.
Looking to make your pitch impactful?
I believe strategy isn’t just about the work—it’s how you present it.