Helping Search For Hire turn client conversations into branded web presentations

The business and the brief

Search for Hire is a specialist headhunting agency for SEO, Paid Media and Growth teams. It works with agencies and in-house brands hiring people in these disciplines. Client conversations need to communicate the hiring problem, the qualities a role requires, and how the search will work.

Montaj trained Josh Peacock, Shreya, Daris Benallal and Faith Jackson-Garbett in a workflow for creating branded web presentations with AI. The session focused on turning the information already available from a client conversation into a clear narrative, supported by Search For Hire's brand and relevant proof.

The commercial aim was better speed to lead: a shorter path from an enquiry or discovery conversation to a considered proposal. Reusing the brand rules and review checks gives the team a consistent quality standard to work towards as it responds to new opportunities.

From

Enquiry or discovery call

To

Considered, branded proposal

Why context mattered

A useful presentation needs to reflect the client's situation and Search For Hire's expertise. The audience, hiring concerns, approved claims, and next step all shape the story. Brand rules determine how that story looks and sounds.

The workshop brought those inputs together before asking AI to build. It showed how reusable brand instructions can carry the firm's colours, typography, layout, and tone into each new presentation, while the call notes provide client context. This follows the same principles as building an AI second brain for your business.

What we worked through

The session used a live example to explore how existing materials could become a proposal page. The method started with the brief: who would read it, what decision they needed to make, which evidence mattered and what they should do next.

The workshop materials set out the next stages: extract reusable brand rules, choose visual references, plan the sections and build a small prototype. A prepared recruitment example connected the process to a familiar task: explaining a hiring problem, presenting Search For Hire's approach and inviting a role-intake conversation.

1. 01Start with the brief
2. 02Extract reusable brand rules
3. 03Choose visual references
4. 04Plan the sections
5. 05Build a small prototype
6. 06Review, then share as a branded client link

A prepared recruitment example connected the process to a familiar task: explaining a hiring problem, presenting Search For Hire's approach and inviting a role-intake conversation.

Review was part of the method. The guidance covered checking the narrative, factual claims, brand fit and mobile layout before sharing a page. It also explained how hosting and a branded domain could turn an approved presentation into a client link.

What the team can reuse

The supporting materials include prompts for extracting brand rules, filtering transcripts into presentation briefs and reviewing the finished work. A workshop console brings together the steps, checklists and workflow diagrams, whilst the recording and written guide provide a reference for practising the method.

The next step is to save the useful structure and brand instructions from the first real proposal as a starting point for future work. The same approach could support:

• Candidate shortlists
• Role strategy pages
• Market maps

Each presentation stays grounded in the relevant client brief.

This early example connects the training to the sales process: AI helps prepare the proposal, reusable brand instructions guide its quality, and the team reviews the work before sharing it. It provides a concrete starting point for assessing proposal turnaround, consistency and buyer response as the team continues using the workflow.