Field Notes · 9 November 2025
Handing visualisation boards to an agency without losing the plot
How to brief designers with mobile versus desktop conversion boards so the gap survives translation into tickets.
Agencies receive many PDFs. A conversion comparison board survives only if the painful step is obvious without a narrator.
What we attach to every agency handoff
- The board itself (PDF and flat PNG)
- A three-line “problem statement” naming device, step, and user action
- Out-of-scope notes so nobody rebuilds the entire funnel “while they are there”
- The sample window dates
What we ask agencies to return
A proposed interaction change tied to the named step, plus a way to re-measure after release. If the reply talks only about brand colour, the board did not land — send it again with the speech-bubble callout enlarged.