---
title: Aviary Customer Journey Brochures — Design & Content
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-01-29-impromptu-zoom-meeting-118321798.md
tags:
- aviary
- content-marketing
- brochure
- customer-journey
- design
- claude-ai
- melissa
- sales-assets
layer: 2
client_source: null
industry_context: null
transferable: true
---

# 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: [[wiki/clients/aviary/_index]]
Related meeting: [[wiki/meetings/2026-04-05-aviary-alignment-comms-abm-deliverables]]

---

## 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:

1. **AI-first content pass** — Use Claude to pressure-test and improve draft content before any design work begins. Saves design revision cycles.
2. **Approve content before design** — Send proposed copy to the client for sign-off first. Avoids rework after design is complete.
3. **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.
4. **Template-first approach** — Build one reusable template, then apply it across multiple use cases rather than designing each document from scratch.

---

## Related

- [[wiki/clients/aviary/_index]]
- [[wiki/meetings/2026-04-05-aviary-alignment-comms-abm-deliverables]]
- [[wiki/knowledge/abm/aviary-abm-stack]]
- [[wiki/knowledge/sales-tools/aviary-roi-calculator]]