Brief in
Client brief, target audience, brand references, workshop mechanics and existing I-Concept deck style.
I-Concept Client Proposal Workflow Demo
Turn client briefs into proposal-ready event concepts, deck drafts and review checklists.
This page shows what I-Concept can use with clients: a private Agent88 workflow that turns a brief and project folder into brand directions, event-zone plans, a proposal-ready deck, and a human-review checklist before anything is sent out.
Client brief to deckEvent concept routesProposal-ready outputHuman approval
Brand Vision → Proposal Pack
Client-facing workflow
What I-Concept can show, review and reuse.
Phase 1 focus
Brand Visioning + Proposal/Event Vision Accelerator
Turn a Teams/Meet transcript, client brief, website, brand references, I-Concept templates and past project folders into a first brand-vision and proposal structure with event concepts, decoration ideas, activation/workshop options, visual-reference prompts, missing-info checklist and a reviewable draft.
•Primary proof of value
•Combines brand visioning + pitching + design ideation
•Editable deck/PDF direction, with HTML preview where useful
•Human review before client use
Agent feature
Telegram Bookkeeping Assistant
Let staff upload receipt or expense photos through Telegram. The agent extracts date, merchant, category, amount and notes, then prepares rows for a Google Sheet. This is a useful practical feature, but should run as a bounded module beside the proposal pilot.
•Receipt/photo in Telegram
•OCR + expense extraction
•Google Sheet logging
•Human review for unclear items
Growth track
Website Repositioning + GEO
Refresh I-Concept's web presence from marketing/campaign agency toward professional event and exhibition production partner: larger-scale production, one contact point, concept-to-site delivery, lighting/audio/LED/staging/equipment, corporate and exhibition credibility, and AI-search readiness.
•New website direction and copy
•Portfolio/case-study structure
•SEO/GEO for HK event production
•No live-site mutation before hosting approval
Confirmed pilot decisions
What the client-facing demo proves.
Chosen first workflow
Brand visioning, pitching and preliminary proposal generation, combined with event concept and design/mockup ideation.
Why this first
Rachel and Lester confirmed the painful work is creating initial concepts, proposal structure, visual references and client-ready direction. Quotation and invoicing already work fairly systematically.
Preferred output
Editable proposal artifact: Google Slides / PPTX / PDF-compatible. HTML is useful as a fast preview or private proposal surface, but client deliverables still need deck/PDF style.
Input source
Shared Drive folder through the dedicated Google agent account, plus transcripts, client brief, website, brand materials, company profile, templates and sample proposal folders.
Commercial shape
Goodwill Phase 1 pilot for the first controlled workflow, with the broader company-agent evaluation included complimentary for the first month. Commercial terms are kept in the pilot terms section.
Demo timing
Initial progress demo targeted for end of May 2026.
Phase 1 architecture
Start with one approved project folder. Produce one reviewable proposal deck.
1
I-Concept shares a sample folder
One approved project folder with proposal template, past deck, client context, company profile, visual references and quotation files as context.
2
Mac Mini runs the private worker
The I-Concept office Mac Mini stays on-site and is maintained by Agent88 through Tailscale. It can work with local files and approved cloud materials.
3
Agent drafts, team reviews
Agent88 generates proposal structures, concept options, visual-reference prompts and checklists. JJ/Rachel/Lester approve and edit before client use.
4
API access comes after proof
Google Workspace API/GCP setup may require the third-party admin. It is useful later but should not block the first manual shared-folder demo.
Client proposal deck viewer
Slide through the generated proposal as a polished client deck.
The I-Concept proof now follows the AquaGreen interaction pattern: each PDF page is rendered as a clean slide, so Jack/JJ can swipe through the actual deck output inside the workflow interface. It feels like a reviewed client artifact, with the deck sitting inside the workflow instead of being handed off as a raw file.
Generated from the uploaded I-Concept demo PPTX / PDF.
Shows the workflow result: brief → directions → event zones → review checklist.
Final client send-out remains human-approved by I-Concept.
Swipe gallery
Generated I-Concept deck
Slide 1Cover
I-Concept consultation deck wrapper and brand-safe presentation shell.
Slide 2Brand direction
Three routes for a personalised glow keepsake workshop.
Slide 3Direction A
Glow Keepsake Atelier with guest-facing zones and keepsake logic.
Slide 4Direction B
Crystal Glow Lab with illuminated samples and texture testing.
Slide 5Direction C
Initials & Icons Gift Bar focused on throughput and finished gifts.
Slide 6Visual direction
Reference render zone with blank panels for official brand assets.
Slide 7Event-zone plan
Production-facing zone map for the chosen workshop route.
Slide 8Human review
Verification checklist and next decision before client use.
Directions out
Three proposal-ready routes: Glow Keepsake Atelier, Crystal Glow Lab, and Initials & Icons Gift Bar.
Event-zone plan
Each route is expanded into guest-facing zones, production notes, visual direction and operational checkpoints.
Review deck
The output is a PPTX/PDF demo deck for I-Concept to review, edit, approve and reuse with real client materials.
Phase 1 deliverables
Client proposal deck workflow output pack.
✓Opportunity brief: client goal, target audience, brand direction, event objective, constraints and open questions.
✓Three to five brand vision / event concept directions calibrated to I-Concept's real production capability.
✓Decoration, activation, workshop, interaction and venue experience ideas.
✓Visual-reference prompts or mockup instructions for Gemini / image tools / design team use.
✓Google Slides / PPTX / PDF-compatible proposal skeleton for team editing.
✓Missing-information checklist and client follow-up draft.
✓Pilot report: what worked, what needs human review, and what should be hardened next.
Safety boundaries
Controlled first, useful immediately.
•Read-only/shared-folder first; no deletion or Drive reorganization in the initial pilot.
•No autonomous client sending. All emails, proposals and client-facing outputs remain human-approved.
•No final quotation, margin or pricing decisions by the agent.
•No live I-Concept website mutation until JJ approves hosting access, backup and replacement plan.
•Google API/OAuth setup can be prepared, but the first proof should not wait for third-party Workspace admin access.
Pilot terms
A scoped first step, not an open-ended automation promise.
The commercial terms sit behind the workflow: first prove one useful output pack, then confirm the goodwill pilot fee and decide whether to harden the agent into ongoing support, bookkeeping production or website/GEO work.
Pilot term
Phase 1 goodwill pilot
Relationship-friendly paid pilot covering one controlled Brand Visioning + Proposal/Event Vision workflow, one sample project, one useful output pack, one review/demo checkpoint and a repeatable first runbook.
Included during pilot
Company-agent evaluation
The broader company-agent interface and basic company-context Q&A can be included complimentary for the first month, without treating it as a permanent free managed service.
Priced later if useful
Ongoing agent + support
Continued company-agent access, deeper Drive/CRM/search, bookkeeping production, website/GEO and managed retainer work should be scoped after the pilot proves value.
Boundary
Controlled scope
The pilot does not include unlimited projects, unattended sending, final pricing/accounting decisions, live website mutation or full Workspace/OAuth hardening unless separately scoped.
Bookkeeping agent
A practical Telegram feature beside the main proposal pilot.
JJ specifically referenced the simple workflow: staff scan or upload a receipt photo in Telegram and the AI reads the numbers into a Google Sheet. This is feasible as a bounded utility module.
Input
Receipt/photo sent to a dedicated Telegram topic or bot.
Extraction
Merchant, date, amount, currency, category, payment method and notes.
Output
Google Sheet row or review queue for the accounting/bookkeeping owner.
Boundary
No tax/accounting judgment. Unclear receipts are flagged for human review.
Website development
Rebuild the site around production credibility and inbound discovery.
Positioning
Professional Hong Kong event and exhibition production partner, not only marketing/campaign execution.
Message
One contact point from concept to production: planning, event design, venue/setup, lighting, audio, LED, staging, equipment, catering, gifts, photography and site execution.
Audience
Corporate, government, school, organization and exhibition clients seeking larger, reliable production capability.
Proof
Use company profile, portfolio photos and large-scale project examples to show capability across HKD 10k to HKD 1M-scale projects.
Delivery
First create a private preview/rebuild proposal. Only touch the live I-Concept site after hosting access, backup and replacement scope are approved.
What we need next
Sample materials turn this from proposal into demo.
01One strong preliminary proposal example plus the source brief/context that led to it.
02The proposal template or style reference the team actually wants to reuse.
03Company profile / portfolio deck from Rachel for brand and capability context.
04A sample event/concept folder with client website, brand references, photos, venue/floor plan or design notes if available.
05One sample receipt/expense sheet format for the bookkeeping module.
06Website hosting details and current static HTML files only when JJ wants the website track to begin.
Recommended close
Phase 1 is not automate everything. It is one visible, useful pilot.
Build the brand-visioning and proposal/event-vision pilot first. Include the broader company-agent evaluation complimentary for one month, then price ongoing agent support, bookkeeping production and website/GEO only after the pilot proves value.