Agency Operating System

Reposition a generalist agency around a vertical or service specialization, write the "we're the agency that X for Y" statement, and design a paid-audit entry offer backed by aligned case studies. Use when an agency owner says "we do everything for everyone and it's killing our pricing", "should we niche down", "prospects can't tell us apart from every other agency", or "how do we productize the front of our funnel". Do NOT use for writing a one-line positioning statement for a product or startup - use positioning-statement instead.

Design an agency's client communication operating system - a channel contract per client tier, the weekly pulse / monthly report / quarterly QBR ladder, same-business-day response SLAs, the no-surprises rule for bad news, and internal escalation triggers. Use when an agency owner says "clients keep asking what we're working on", "every client pings us on a different channel at all hours", "we got fired and never saw it coming", or "my team is drowning in client Slack messages". Do NOT use for planning the content of the monthly report itself - use agency-monthly-report instead.

Build the monthly client report that renews retainers - results-first structure with business outcomes before activity, the metric-that-matters-to-them rule, work-completed as evidence rather than headline, and a next-month plan with one client-action recommendation. Includes a full copy-paste template and a good/bad results-section pair. Use when an agency team says "write this month's client report", "our reports are just a list of tasks we did", "the client says they don't know what they're paying for", or "make our reporting actually defend the retainer". Do NOT use for the quarterly business review deck - use agency-qbr-upsell instead.

Run agency quarterly business reviews that expand accounts - the four-part QBR agenda (results retrospective, goal re-alignment, roadmap, expansion proposal), an expansion trigger inventory, land-and-expand sequencing, and price-increase timing. Use when an agency owner says "our QBRs are just bigger status meetings", "how do I grow existing retainers", "when do I raise this client's price", or "the client's goals changed and our scope didn't". Do NOT use for SaaS customer-success QBRs run by a CS team - use customer-success-qbr instead.

Detect at-risk agency retainer clients early and run the save - a ranked early-warning signal list, the diagnose-before-prescribing save-call procedure with a word-for-word script skeleton, the re-scope-down-not-lose rule, and the 90-day post-loss win-back window. Use when an agency owner says "I think we're about to lose this client", "the client went quiet on us", "they said they're doing a budget review", "our main contact just left", or "we got a cancellation notice". Do NOT use for designing the routine communication rhythm that prevents churn in the first place - use client-comms-cadence instead.

Writes a dispute-preventing statement of work with explicit inclusions and exclusions, a 2-revision-round limit, acceptance criteria, a 50-percent-upfront or milestone payment schedule, and a change-order clause, from a full template with [FILL] fields. Use when a freelancer or consultant says "write my SOW", "the client keeps adding stuff and I have nothing in writing", "how do I define scope in the contract", "what should my payment terms be", "draft a statement of work for this project", or "client won't sign off on the deliverable". Do NOT use for the persuasive proposal that wins the work - use sales-proposal-writer instead; this skill contracts work already agreed in principle.

Runs a first-14-days client onboarding procedure - kickoff agenda, asset and access collection checklist, a written communication contract, and the first-quick-win rule of shipping something visible in week one. Use when a freelancer or consultant says "new client just signed, now what", "how do I kick off this engagement", "set up my client onboarding", "the project stalled waiting on client assets", "client keeps Slacking me at 10pm", or "how do I start a retainer on the right foot". Do NOT use for onboarding a new employee into a role - use onboarding-plan-builder instead; for in-product user onboarding copy, use onboarding-copy.

Writes a B2B sales proposal or SOW that restates the buyer's problem in their own words, quantifies the cost of inaction, presents price as anchored options, and drives one dated next step. Use when someone asks "write a proposal for this client", "turn my discovery notes into a proposal", "how should I present pricing in this proposal", or when a deal needs a document to move from discovery to close. Do NOT use for a one-page internal decision brief - use one-pager-designer instead; for investor decks use pitch-deck-builder; for setting the underlying price model use pricing-strategy.