For agencies with 3-20 people

Stop running your agency from your inbox.

37 done-for-you SOPs, checklists, and workflows so your team operates consistently without you being involved in every detail.

37 Ready-to-use templates
$97 One-time, not $70K/yr
10+ Hours saved per week
Client intake questionnaire sent
All project details, brand guidelines, credentials collected
Kickoff meeting agenda prepared
Roles, timelines, communication prefs aligned
Feedback process documented
No more "that's not what we meant" two weeks in
Escalation path defined
Team knows exactly when and how to escalate

Get the Client Onboarding Checklist. Free.

The exact 18-step system for onboarding new clients without miscommunication, scope creep, or "that's not what we meant" emails.

  • Pre-onboarding prep checklist (5 steps)
  • Kickoff meeting agenda template (6 steps)
  • First 30-day milestone tracker (7 steps)
  • Pro tips from agencies doing $1M+ ARR

Download the free checklist

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Your team does great work. Your operations don't.

10+

Hours lost every week

Answering "how do we do this?" questions, fixing handoff mistakes, redoing work because nobody documented the process.

$19K

Lost per year in rework

At $75/hour blended rate, 5 hours of weekly miscommunication costs $19,500/year. That's real money walking out the door.

1

Bottleneck: you

Every decision routes through you. Your agency can't grow past this point because nothing is documented and everything depends on your brain.

37 operational templates. Copy, paste, customize.

Not generic business theory. Actual documents you put in front of your team this week. Google Docs + Notion, works with any PM tool.

📋

Client Onboarding

5 docs

Intake questionnaires, credential collection, kickoff agendas, communication protocols, milestone agreements. Zero "we didn't know that" emails.

🔄

Project Handoffs & QA

8 docs

Deliverable checklists, file naming conventions, review workflows, approval chains. Every handoff clean, every time.

💬

Team Communication

6 docs

Status update templates, meeting agendas, decision trees for common situations. From "ask me" to "check the SOP."

📈

Client Reporting

6 docs

Weekly and monthly report frameworks, metric tracking templates, performance review structures. Clients see the value without you summarizing it manually.

🏆

Project Management

7 docs

Scope definition workflows, timeline estimation, resource allocation, change request processes. Projects run on rails, not on hope.

🔒

Close-out & Retention

5 docs

Project wrap-up checklists, client satisfaction surveys, upsell frameworks, offboarding procedures. End every project setting up the next one.

Less than one hour of client work.

You'll spend 200+ hours building these SOPs from scratch. Or you can copy ours, put your logo on them, and have your team using them by Friday.

The guarantee: Implement the client onboarding system with your next new client. If it doesn't noticeably reduce miscommunication in the first 2 weeks, full refund. No questions.
The Agency Ops Kit
$97
One-time purchase. Lifetime access.
  • 37 operational templates and SOPs
  • Client onboarding system (5 docs)
  • Project handoff & QA checklists
  • Team communication protocols
  • Weekly/monthly reporting frameworks
  • Client close-out & retention playbook
  • Google Docs + Notion formats

Your agency is one system away from running without you.

You built something people pay for. Now build the operations that let it scale. 37 templates. No $70K ops hire. No starting from scratch.