Aviary Customer Journey Brochures — Design & Content
Overview
Aviary provided text-only draft documents describing customer journeys for their voice agent product across different use cases (e.g., new member onboarding, collections). The client flagged these as a top sales priority: they need to be transformed into polished, branded, client-facing sales assets — essentially brochures that can be shared with prospects to illustrate how Aviary's solution is implemented in practice.
The deliverable sits somewhere between a case study and a process walkthrough. The goal is professional presentation, not heavy creative design.
Related client context: [1]
Related meeting: [2]
Source Material
Aviary (via Justin) drafted the customer journey documents internally. The drafts are text-only and cover distinct use cases. They also intend to include logos of past client companies where relevant, positioning the documents as light case studies.
Key characteristics of the drafts:
- Text-only, no visual formatting
- Structured around a "crawl, walk, run" implementation narrative
- Multiple use cases (at minimum: new member onboarding, collections)
- Client logos to be incorporated once provided by Aaron
Production Process
Step 1 — Content Refinement with Claude AI
Before sending to design, run the raw drafts through Claude to improve narrative quality and ensure the content is optimized for a prospect audience.
Prompt approach:
- Provide Claude with the draft and Aviary's context (use the existing Aviary project in Claude if available)
- Frame the task: "This is a case study/customer journey we'll share with potential clients. Suggest improvements to the narrative, structure, and value communication."
- Claude should surface gaps, suggest additions, and improve flow
Output: A revised content draft, sent to Aaron for approval before design begins. This ensures the client signs off on messaging before design resources are committed.
Step 2 — Design Brief to Melissa
Once content is approved (or in parallel if timeline is tight), brief Melissa to create a professional brochure template.
Design direction:
- Format: brochure-style document (suitable for PDF delivery or print)
- Tool: Adobe InDesign or equivalent
- Tone: clean, professional, branded — not heavy on imagery or decorative elements
- Branding: Aviary brand colors, fonts, and logo; include prospect/client logos where provided
- Layout priorities: clear headings, polished bullet icons, proper visual hierarchy
- Do not over-engineer — the goal is a clean, readable layout, not a design showcase
Deadline: Two completed drafts by Monday (one per use case).
Deliverables
| # | Use Case | Status |
|---|---|---|
| 1 | New Member Onboarding | Pending design |
| 2 | Collections | Pending design |
Additional use cases may follow once the template is established.
Action Items
- [ ] Sebastian — Run customer journey drafts through Claude; propose content improvements
- [ ] Sebastian — Send revised content to Aaron for feedback before design
- [ ] Sebastian — Brief Melissa: two brochure drafts needed by Monday, clean layout, Aviary branding, not over-designed
- [ ] Aaron — Provide logos of past client companies for inclusion
Design Principles (Reusable)
This workflow generalizes well for other clients needing to elevate rough internal documents into sales-ready assets:
- AI-first content pass — Use Claude to pressure-test and improve draft content before any design work begins. Saves design revision cycles.
- Approve content before design — Send proposed copy to the client for sign-off first. Avoids rework after design is complete.
- Scope the design brief tightly — Specify "clean and professional" explicitly to prevent designers from over-investing time on decorative elements when a polished layout is sufficient.
- Template-first approach — Build one reusable template, then apply it across multiple use cases rather than designing each document from scratch.
Related
- [1]
- [2]
- [3]
- [4]