Orchestrate
Smart Business Tools To Build Better Recommendations
Orchestrate is a connected set of smart business tools that takes the heavy lifting out of winning new clients. From researching a business and identifying opportunities to building media plans and creating client-ready recommendations, Orchestrate helps sales teams move from preparation to presentation in minutes instead of days.
Built to simplify the work behind winning business.
Winning new business often requires hours of research, planning, creative development, and coordination before a client conversation even begins. Orchestrate connects every step into a single workflow, allowing teams to prepare faster, work more consistently, and present with greater confidence. Because every tool shares the same information, insights gathered once power the entire process from business intelligence and scorecards to media plans and creative recommendations.
Business Intelligence in Minutes | Evidence-Based Client Conversations | Automated Media Planning Shared Data Across Every Tool | AI-Powered, Human-Reviewed Outputs | Built by AffinityX
Winning new business takes too much manual work.
Preparing for client meetings often means gathering information from multiple sources, researching competitors, evaluating digital presence, building media plans, and creating recommendations manually. The process is time-consuming, inconsistent, and difficult to scale.
ORCHESTRATE
From research to recommendation
Orchestrate connects business intelligence, digital analysis, media planning, and creative development into one streamlined workflow. Teams spend less time gathering information and more time having meaningful conversations with prospects and clients.
FROM HOURS OF RESEARCH AND PLANNING TO CLIENT-READY RECOMMENDATIONS IN MINUTES
CORE PRODUCTS
What You Can Achieve
with Orchestrate
Connected smart business tools that work together to help teams understand organizations, uncover opportunities, build recommendations, and win more clients.
All the homework on a business—done for you in a single run. Provide a business name, address, and website and receive a complete profile including brand assets, products and services, competitors, audience insights, ratings, reviews, and online presence. What once took hours of research is ready in minutes.
KEY BENEFITS
- Complete business intelligence in one run
- Brand, business, and audience insights in a single view
- One source of truth for every downstream tool
- Ready-to-use profiles for sales and planning teams
Start every client conversation with real evidence, not guesswork. The Digital Scorecard evaluates a business’s online presence across key marketing categories and provides a clear, easy-to-understand report showing what is working, what needs attention, and where opportunities exist.
KEY BENEFITS
- Evidence-based client conversations
- Opportunity identification
- Clear next-step recommendations
- Transparent sources and confidence levels
- Revenue opportunity visibility
The Media Planner builds complete recommendations including channel mix, budget allocation, campaign rationale, audience strategy, and creative direction, all tailored to the specific business and priced to protect margin.
KEY BENEFITS
- Faster plan development
- Consistent, repeatable planning methodology
- Clear rationale behind every recommendation
- Margin-protected, partner-specific pricing
- Industry-specific recommendations
- Client-ready outputs
HOW ORCHESTRATE WORKS
See Orchestrate in Action
Understand the Business
Business Profile gathers brand, business, competitor, and audience intelligence.
Evaluate the Opportunity
Digital Scorecard analyzes online presence and identifies growth opportunities.
Build the Recommendation
Media Planner creates a complete media strategy, budget allocation, and campaign brief with creative direction.
Review & Refine
Teams validate recommendations and tailor them to client needs.
Present with Confidence
Walk into every conversation with data-backed recommendations and a clear plan.
BUILT FOR SALES &
GROWTH TEAMS
Where orchestrate
delivers impact
Faster Sales Preparation
Reduce research, planning, and proposal development time.
More Consistent Recommendations
Standardize planning and discovery across teams.
Better Client Conversations
Lead with evidence, insights, and opportunities.
Scalable Business Development
Prepare for more meetings without increasing workload.
Stronger Recommendations
Connect business intelligence, opportunity analysis, and media planning into a single story.
Shared Intelligence Across Teams
Everyone works from the same information and insights.
Success Stories
Spend less time preparing.
More time winning business.
Whether you’re researching prospects, building recommendations, or preparing for client conversations, Orchestrate helps your team move faster with better insights and greater confidence.
30 minutes. Focused. Built around your goals.
