01Pilot envelope
Pilot length3 weeks
First signal4 days
First ROI21 days
Team alongside4 seats · 2 colleagues
3-week campaign-support pilot; checked brochure facts against approved data; all public copy stayed human-approved.
Case study·CRE advisory
Marketing brochure fact-check
From a last-minute scramble over brochure numbers — to a source-linked fact-check before anything goes to print
38
Factual issues flaggedAcross six brochures during the pilot, before any went to print
“It gave the team confidence before anything left the building.”
UK CRE agency / advisory firm·Mid-sized advisory; 4-6 active marketing campaigns at any time·3-week pilot·United Kingdom
02What it owns
Reports toMarketing manager, with advisors approving asset claims and analysts approving market comps before the design lead pushes to print.
Owns
- Per-figure fact-check — every sqft, tenure, NIY, capital value and comp tied back to Salesforce, Excel or the approved CoStar export
- Evidence pack per draft — source-linked notes that travel with each brochure version through SharePoint
- Approval queue — flagged claims routed to the named advisor or analyst, with a clear status before the design lead reviews
- Version trail — keeps the fact-check status attached to the live draft, not a separate spreadsheet
- Pre-print summary — a one-page checked / outstanding view for the marketing manager before any PDF leaves the building
Does not do
- Write or rewrite public copy — drafts evidence and flags only; the marketing manager and advisors edit the brochure
- Approve final brochures for print — surfaces the checked / outstanding view; the design lead and marketing manager sign off
- Quote prices, yields or returns the firm has not already published — escalates to the responsible advisor
Done looks like
No brochure leaves the building without a source-linked fact-check pass attached to it, and the late-stage correction cycle disappears from the campaign calendar.
03The team
AI teammates2
MiraReads each InDesign export against Salesforce listings, the Excel asset master and the latest approved CoStar comps, and flags every figure that does not reconcile before the draft reaches the advisor.
TheoMaintains the evidence pack that travels with each brochure version, source-links every claim back to the approved record, and queues the right page for the named advisor or analyst to approve.
Human team4
- Marketing managerMarketing
- 3 AdvisorsAdvisory
- 2 AnalystsResearch
- Design leadMarketing
04Connected stack
Excel05What it returned
38Factual issues flaggedAcross six brochures during the pilot, before any went to print
46%Brochure QA time downAgainst the marketing team's prior six campaigns
2 daysLate correction cycle reducedCorrections caught before print rather than after
- Day 0Co-ordinator sessionMarketing manager, design lead, advisors and analysts agree the canonical sources for asset facts and comps, and the approval gates per claim type.
- Day 4First signalMira completes a read-only fact-check pass over an in-flight brochure; eleven figures flagged, eight resolved against Salesforce and Excel before the advisor review.
- Day 10Read-only goes liveEvery active brochure picks up an evidence pack; Theo pins source links into SharePoint so the trail moves with the InDesign file.
- Day 14Approval-gated queueFlagged claims route to the named advisor or analyst with a clear status; the design lead sees a checked / outstanding view before reviewing each draft.
- Day 18Live campaign runTwo brochures go to print using the new pre-print summary; no late corrections raised, design lead reports a clean print window for the first time in the quarter.
- Day 21ROI reviewSponsor signs off the three baseline metrics and approves rolling the colleague onto the next campaign cycle as the default fact-check step.
06Related templates
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