A normal Tuesday
A job closed on Friday. The assistant reads the list of finished jobs approved for follow-up and drafts a short request for feedback in your own agreed wording. The account owner checks who it is going to and decides if it goes at all.
Who it fits
A good first pilot means a small, bounded idea worth a conversation once the approved information and a reviewer exist. We have not looked at your office, so this is not a verdict on it.