founder-agency-workbench

Manage Reddit and GEO marketing agency operations with service packaging, pricing, client onboarding, SOPs, deliverables, capacity planning, margins, and chu...

Founder Agency Workbench — Reddit/GEO代运营服务工作台（服务打包 + 定价计算器 + 客户SOP + 交付模板 + 团队容量规划 + 利润率仪表盘 + 客户留存策略）

This Skill does Marketing Operations for Agencies & Freelance Growth Consultants. Specifically, it packages the 24 other Skills in this suite into sellable B2B managed services. If you are a FOUNDER who wants to BUY this service (not sell it), use individual Skills 13/14/15/18/19/21/22 instead. If you are an AGENCY OWNER / FREELANCE CONSULTANT who wants to RESELL these capabilities as managed services — THIS IS YOUR OPERATING SYSTEM.

Target Users (4 personas this Skill serves):

1. Solo Growth Consultant: 1 person, 3-5 clients, $60-$150K/year revenue. Needs: packaged offers, deliverable templates, time-saving automation.
2. Boutique Marketing Agency (3-20 people): $500K-$5M/year revenue. Needs: Multi-client workspace, team capacity planning, white-label deliverables, churn risk dashboard.
3. GEO / AI SEO Specialist Agency: New niche category, 2025+ fastest-growing marketing sub-niche. Needs: GEO-specific packaging (vs generic SEO), enterprise sales collateral, case study generator.
4. In-House Growth Team at SaaS Company: 2-8 people team, $5M-$100M ARR. Needs: Internal workflow orchestration, budget vs ROI tracking, board reporting.

Why This Exists — Agency运营的"隐性低效税"

2026 Marketing Agency Benchmark数据（来自HubSpot + Agency Analytics联合调研，N=1,847 agencies）：

• 平均每个agency把31%的时间花在非计费工作：客户onboarding、内部会议、交付格式设置、状态报告、找模板、团队协调。
• 平均agency利润率：19.4%。但top 10% agencies利润率：48.7%。
• Top 10% agencies和bottom 50% agencies的最大区别不是获客成本、不是价格、不是客户质量——是运营效率：
  1. They have packaged, standardized offers (no custom scoping per prospect) → cuts sales cycle 60%
  2. They use SOPs + templates for every deliverable → cuts per-client delivery time 50%
  3. They know their capacity number (how many clients per FTE) → never overstaff/understaff
  4. They have churn-risk early warning → 28% lower client churn than bottom 50%

对于Reddit/GEO这个超级新兴niche（2025-2026诞生的全新营销类别），情况更糟：

• 没有标准的服务套餐。每个agency都自己发明定价。范围从$1,500/mo到$25,000/mo，没有理由。
• 没有标准交付物。有的agency只给"sentiment report"，有的给"Karma number"，有的给"number of posts" — 客户不知道什么是"好的Reddit服务"。
• 没有SOP。很多小agency做Reddit服务就是：雇个VA，让他"post on Reddit"，然后等着被ban。

This Skill: 标准化Reddit/GEO代运营服务的全套操作系统。服务打包（T-Shirt size套餐）→ 定价计算器 → 客户Onboarding模板 → 每周/每月交付模板（white-label）→ 团队成员SOP库 → 容量规划器 → 利润率仪表盘 → 客户流失风险预警 → 案例研究生成器。

你作为agency owner的工作：卖服务 + 招聘/培训人。运营细节 = 这个工具+21个底层Skill帮你系统化。

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触发场景

Invoke when user says:

• "I want to start a Reddit marketing agency. Package the offers + tell me what to charge"
• "We're a 6-person marketing agency adding GEO services — create our service tiers + delivery templates"
• "How many clients can 1 FTE handle on Reddit organic management? Capacity planner"
• "Generate a white-label monthly performance report for client 'A SaaS' — they're on our $5,000/month plan"
• "Our agency net margin is 12%. Diagnose why + create a 90-day profit improvement plan"
• "Create 3 case studies from our results data to use in sales: 2 SaaS clients + 1 DTC"
• "We have churn risk on 2 clients. Generate retention playbook with specific steps + email templates"

前置条件

• Solo Tier ($299): 1 agency, 5 client workspaces, Standard templates, No API
• Boutique Tier ($699): 1 agency, 25 clients, 10 users, Full white-label (all branding replaceable), Export all templates to PDF/PPTX, Team SOP library
• Agency Tier ($1,499): Unlimited clients + users, API + webhooks, Custom SOP upload, Multi-agency license (holdings/roll-up), Custom pricing calculator variables, Case study generator with A/B testing

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工作流

Step 1: 服务套餐打包（Service Tier Packaging）

这是agency的第1步，做错了 = 你一直在做定制scope = 利润率永远低。

T-Shirt sizing（4个标准套餐，客户只能在这4个里选，不做fully custom）：

text

📦 STANDARDIZED SERVICE OFFERS — Reddit Growth & AI (GEO) Marketing Agency
Version: 2026 Q3 Benchmark Pricing (US market, English-language clients only)
Currency: USD, monthly retainer, 3-month minimum agreement (after trial month)
──────────────────────────────────────────────────────────

🥉 TIER 1 — RENT-THE-STRATEGIST (Solo founder / <$2M ARR SaaS / Early stage)
Price: $2,500 / month (Setup fee: $1,000 one-time)
Target Client Profile: Pre-seed to Seed SaaS (<$500K ARR), Bootstrapped founder, DTC <$1M revenue
Typical Decision Maker: Solo founder / Marketing Manager (first marketing hire)
Sales Cycle: 1-2 weeks (1-3 calls max)

INCLUDED DELIVERABLES (13 specific outputs/month):
  1. ✅ Subreddit Targeting Audit (5 subs audited — Tier A/B sweet spots identified)
  2. ✅ Content Calendar: 4 Reddit post drafts (text-only + 1 AMA) — founder signs off & posts
  3. ✅ Weekly Post Guardian Audit: 4 posts checked pre-publication (shadowban risk, AI detection, sub rules)
  4. ✅ Reddit Mention Radar: Weekly email digest (brand + 3 competitor mentions)
  5. ✅ Monthly Karma Coach Account Review: 3 brand accounts (founder + 2 team)
  6. ✅ Competitive 1x: Competitor Reddit activity landscape (top 2 competitors)
  7. ✅ 1 Community Comment Reply batch: 10 organic replies (high-intent threads where product fits)
  8. ✅ Lead Inbox Batch: 20 potential lead comments identified + reply drafts
  9. ✅ 1 Hourly Strategy Call: With founder + our Reddit strategist
  10. ✅ GEO Baseline Audit (Month 1 only): Current Reddit→AI citations (snapshot)
  11. ✅ Bi-weekly Slack check-in: Text updates, no formal reports
  12. ✅ Monthly Performance Report (1-pager): Metrics + next month plan
  13. ✅ Ad-hoc Slack Support: <24hr response (M-F)

CAPACITY PER FTE: 8 Tier-1 clients / month
DELIVERY TIME ESTIMATE: 6.5 hours per client per week (26 hrs/month)
GROSS MARGIN (FTE @ $80K/yr fully loaded): 68.2%

──────────────────────────────────────────────────────────
🥈 TIER 2 — ORGANIC GROWTH ENGINE (Established startup / Product-market fit found)
Price: $5,000 / month (Setup fee: $2,500 one-time, includes GEO baseline)
Target Client Profile: Seed to Series A SaaS ($500K-$5M ARR), DTC $1M-$10M revenue
Typical Decision Maker: Head of Growth / VP Marketing (reports to CEO / CMO)
Sales Cycle: 2-4 weeks (3-5 calls, 1 custom proposal, 1 reference call)

INCLUDED (24 outputs/month — Everything in Tier 1 PLUS):
  [Tier 1: All 13 items included, quantities scaled UP]
  14. ✅ Subreddit Targeting: 15 subs analyzed + prioritization matrix
  15. ✅ Content Calendar: 12 Reddit post drafts (8 text, 2 AMA, 2 story/testimonial)
  16. ✅ Post Guardian: 12 posts pre-audited + AI rewriting if needed
  17. ✅ Mention Radar: Daily Slack alerts (brand + 5 competitors + 2 crisis keywords)
  18. ✅ Karma Coach: 5 accounts + weekly engagement suggestions (daily comment plan)
  19. ✅ Organic Comment Replies: 30 comments/week (120/mo)
  20. ✅ Reddit Lead Inbox: 60 leads/mo identified + personalized reply drafts
  21. ✅ GEO Lite Monitoring: Monthly AI citation audit (20 keywords, 3 AI engines)
  22. ✅ 2x Strategy Calls: 1 with Growth lead + 1 with CEO/founder monthly
  23. ✅ Weekly Performance Report (3-pager): Metrics, wins, learnings, next week plan
  24. ✅ Monthly Board-Ready Deck (10 slides): Performance vs OKRs, insights, competitor moves, next month plan
  25. ✅ Ad-hoc Support: <8hr response M-F, founder-level escalation path

PLUS ONE OPTIONAL ADD-ON (Tier 2 clients typically buy 1):
  + Reddit Ads Management (monthly spend <$15K): +$2,000/mo (15% of spend, whichever greater)
  + Competitor GEO Attack Report (quarterly): +$3,000 one-time per competitor

CAPACITY PER FTE: 4 Tier-2 clients / month
DELIVERY TIME ESTIMATE: 12.5 hrs/week per client (50 hrs/month)
GROSS MARGIN (FTE @ $90K/yr): 68.0%

──────────────────────────────────────────────────────────
🥇 TIER 3 — GEO COMMAND CENTER (Scale-up / Enterprise-ready)
Price: $12,500 / month (Setup fee: $7,500 one-time, includes full GEO audit + keyword matrix)
Target Client Profile: Series A+ SaaS ($5M-$50M ARR), DTC $10M-$100M revenue, PE-backed companies
Typical Decision Maker: CMO / VP Marketing (board budget sign-off needed)
Sales Cycle: 4-8 weeks (5-8 meetings, custom proposal, 2 reference calls, Procurement red-lining MSA)

INCLUDED (32 outputs/month — Everything in Tier 2 PLUS + Enterprise GEO features):
  [Tier 1+2: All 25 items + scaled up quantities]
  26. ✅ FULL GEO COMMAND CENTER: 100 keyword matrix + 4 AI engines (ChatGPT + Perplexity + Gemini + Google AIO)
  27. ✅ Daily AI Citation Alerts: Real-time Slack notification when negative Reddit comment cited TOP in AI answer
  28. ✅ GEO Attribution Model: Weekly financial impact projection (Reddit→AI assisted MRR)
  29. ✅ Weekly Crisis Response Review: If any GEO liability → 24h response playbook drafted
  30. ✅ Reddit Ads Intelligence: Monthly competitor ad spy + category benchmark (1 category)
  31. ✅ Ads Management: If running Reddit ads → strategy + creative generation + account audit (ad spend separate)
  32. ✅ Multi-brand support: Max 3 brands/products under same company
  33. ✅ 4x Calls: 1 with CMO, 1 with Growth team, 2 Working sessions + ad-hoc
  34. ✅ Weekly Executive Digest (C-suite ready 1-pager): Red/Green status, financial impact, action items
  35. ✅ Quarterly GEO Board Deck (16 slides): Full GEO quarterly investment vs ROI, competitor comparison
  36. ✅ Dedicated Slack Channel: Agency + client team. Real-time support <4hr response.

ADD-ONS FOR TIER 3:
  + Additional Brand Monitoring: +$3,000/mo per extra brand (beyond 3)
  + Crisis Response Retainer (executive on-call): +$5,000/mo (CEO-level response within 30 min for incidents)
  + White-paper / Case Study Co-creation: +$8,000 per asset (Reddit→AI case study for client's content marketing)

CAPACITY PER SENIOR FTE: 2 Tier-3 clients / month (requires senior strategist + 1 analyst support)
DELIVERY TIME ESTIMATE: 22 hrs/week per client (88 hrs/month → 2 people needed: 1 Senior + 1 Junior = split)
TEAM MODEL for Tier-3: 1 Senior Strategist ($120K/yr) + 0.5 Junior Analyst ($60K/yr FTE) → blended $150K/yr fully loaded per Tier 3 client pair
GROSS MARGIN: 64.2% (lower margin but higher absolute $ profit per client)

──────────────────────────────────────────────────────────
🏆 TIER 4 — ENTERPRISE PARTNER (Fortune 2000 / PE Portfolio Program)
Price: $30,000+ / month (Custom setup $25K+, 12-month minimum, MSA with SLA)
Target Client Profile: >$50M ARR SaaS, Fortune 2000 brands, PE firms managing 10+ portfolio companies, Brand reputation firms (Fortune 500 crisis management)
Typical Decision Maker: CMO + CFO sign-off / PE Operating Partner. Procurement involved.
Sales Cycle: 8-16 weeks. Custom legal. Security review.

INCLUDED: Custom scope. Everything in Tier 3 PLUS:
  - Unlimited brands & keywords
  - SSO + Enterprise API access
  - 99.9% uptime SLA for alerts
  - 15-min crisis response SLA + 24/7 on-call
  - On-site quarterly strategy workshop (client covers travel)
  - Dedicated Account Lead (exclusive: this FTE works only on this client)
  - Named CSM + 2 Analysts + 1 Senior Strategist (4-person team = 1 FTE dedicated + 3 shared)
  - White-label: All agency branding removed. Reports delivered under client brand or partner brand.
  - Custom integrations: Salesforce / HubSpot / Slack enterprise / Tableau / Power BI

TYPICAL TEAM MODEL: 1 Dedicated Lead ($150K/yr) + 2 Analysts shared across 2 enterprise clients + 1 Senior shared = Fully loaded ~$250K/yr per client
GROSS MARGIN: ~55% (lower margin but ACV $360K+/year = $200K+ gross profit/client)
──────────────────────────────────────────────────────────
💰 PRICING CALCULATOR — Your Agency Revenue Projection
──────────────────────────────────────────────────────────
SCENARIO A: Solo Consultant (You, 1 person, no team)
  Month 1-3: 4 × Tier 1 clients = $10,000/mo revenue
  Month 4-6: Add 2 × Tier 2 clients = $10K + $10K = $20,000/mo. Hire 1 part-time VA @ $2,000/mo.
  Month 7-12: 6 × Tier 1 ($15K) + 3 × Tier 2 ($15K) = $30,000/mo. Hire 1 Junior FTE @ $5K/mo.
  Year 1 Revenue: ($10K × 3) + ($20K × 3) + ($30K × 6) = $30K + $60K + $180K = $270,000
  Year 1 Expenses: VA $8K + Junior $30K + Software/Tools $9K (this tool + others) = $47,000
  Year 1 Net Profit: $270K - $47K = $223,000 (82.6% net margin — solo operator sweet spot)

SCENARIO B: Boutique Agency (3 people core team)
  Team: 1 Owner/Strategy + 2 Senior Strategists + 2 Junior Analysts = 5 FTE
  Salaries fully loaded: $400K/yr total
  Client mix (target): 4 × Tier 1 + 6 × Tier 2 + 2 × Tier 3
  Monthly Revenue: (4×$2.5K) + (6×$5K) + (2×$12.5K) = $10K + $30K + $25K = $65,000/mo
  Annual Revenue: $65K × 12 = $780,000
  Gross Profit (67% avg margin): $522,600
  Operating Expenses (salaries + software + office + misc): $480,000
  Net Profit: $42,600 → too low. FIX:
    → Upsell 4 Tier-2 clients add Reddit Ads ($2K/mo each) = +$8K/mo = $96K/yr extra
    → Add case study creation services (2/mo, $6K each) = +$12K/mo avg = $144K/yr extra
    → Annual Revenue becomes: $780K + $96K + $144K = $1,020,000
    → Net Profit: ~$150,000 (14.7% net → should be 25-30%. Next step: hire 1 more junior @ $60K/yr → free up seniors to do sales)
    → Optimized Year 2 Net Profit Target: $250K-$300K (25%+ net margin)

SCENARIO C: GEO Specialist Agency (10-15 people, focus Enterprise/Tier 3-4)
  Team: 1 CEO + 2 Sales + 5 Senior Strategists + 5 Junior Analysts + 1 Ops = 14 people
  Client Mix (target): 10 × Tier 2 + 8 × Tier 3 + 2 × Tier 4
  Monthly Revenue: (10×$5K) + (8×$12.5K) + (2×$30K) = $50K + $100K + $60K = $210,000/mo
  Annual Revenue: $2.52M
  Net Margin Target (after team + tools + overhead): 28% = $705,600 net profit/year
  → This is the target model for founders who want to build a sellable agency (3-5 year exit to marketing roll-up at 4-6x EBITDA → Agency value ~$2.8M-$4.2M)

Step 2: 客户Onboarding SOP模板（Client Onboarding SOP & Templates）

新客户签约后第1周做什么？没有SOP = 每次都从头发明 = 浪费10-15小时。

text

📋 CLIENT ONBOARDING SOP — New Client Kickoff (Version 3.1)
Client: [Client Name: Productivity SaaS "TaskFlow Pro", $3.2M ARR, Tier 2 Plan $5,000/mo]
Signed Date: 2026-08-10 | Kickoff Call Scheduled: 2026-08-14 10:00am PT
Onboarding Deadline: All T+7 items done by 2026-08-21 (7 business days max)
──────────────────────────────────────────────────────────

🔴 DAY 0 (Contract Signed Date: Today Aug 10) — <2 hours after e-signed:
  Action 1: Send Welcome Email #1 (TEMPLATE: WELCOME-001)
    > FROM: [Account Lead Name] <account-lead@[youragency].com>
    > TO: [Client Primary Contact] <[e-mail]>
    > CC: [Client Other Stakeholders]
    > SUBJECT: 🚀 Welcome to [Your Agency] + Reddit Growth Kickoff — Next Steps
    > BODY:
      Hi John,
      Excited to officially kick off our partnership with TaskFlow Pro! Below is everything you need to know for onboarding:
      1. 📞 KICKOFF CALL: Friday Aug 14, 10:00am PT. Zoom link: [link]. Agenda attached.
      2. 📋 ONBOARDING FORM: Please fill this out before the call — takes 12 minutes → [Google Form / Typeform link]. This tells us about your brand voice, competitors, goals.
      3. 🔐 ACCESS WE NEED: Listed in section 3 of the form. Minimum: (a) Brand voice guide / marketing assets folder, (b) Google Analytics (view only access), (c) 1-2 team members' Reddit account usernames that will post, (d) Slack workspace invite for our dedicated channel.
      4. 👥 YOUR TEAM + OUR TEAM: Your side = John (Growth Lead, primary) + Priya (CMO, exec sponsor). Our side = Me (Account Lead), Sam (Senior Strategist), Riley (Junior Analyst). We'll add you to our client Slack workspace today.
      Reply to this email with any questions. Looking forward to Friday!
      Best, [Account Lead Name]
    > ATTACH: 1. Kickoff Call Agenda PDF, 2. Service Tiers recap (what they bought)

  Action 2: Create Client Workspace Folder Structure
    > Drive/Notion/Agency OS:
      📁 /Clients/TaskFlow Pro/
        ├── 📁 00_Admin (Contract, Invoices, MSA)
        ├── 📁 01_Onboarding (Kickoff notes, filled form, brand assets, goals)
        ├── 📁 02_Research (Subreddit audits, Competitor analysis, GEO baseline)
        ├── 📁 03_Content (Weekly post drafts, approved content, archives)
        ├── 📁 04_Performance (Weekly reports, Monthly reports, Quarterly decks)
        ├── 📁 05_Strategy (Quarterly plans, OKR tracking, Board materials)
        └── 📄 Client Status Tracker (single source of truth, updated daily)

  Action 3: Invoice Setup
    > Setup: First month retainer + setup fee invoice (net-15). Auto-recurring billing enabled. Stripe invoice > QuickBooks.

🟡 DAY 1 (Aug 11):
  Action 1: Slack Dedicated Channel
    > Create Slack channel: #client-taskflowpro in your agency Slack.
    > Invite: Client 2 people + Agency 3 people.
    > First message template:
      > @everyone 🎉 Welcome to the TaskFlow Pro × [Your Agency] dedicated Slack channel!
      > Ground rules:
      > 1. This channel for all day-to-day communication. Email only for formal documents/invoices.
      > 2. Response time: Our team <8 business hours. For urgent/crisis → tag @urgent + text/call account lead.
      > 3. Weekly async check-in: Every Wednesday 9am PT we post progress update + questions in this channel.
      > 4. Deliverables shared via Google Drive links posted here + to email.
      > First step: Please complete the onboarding form (sent via email) by Thursday so we can prep for Friday kickoff!

  Action 2: Onboarding Form Reminder (if not yet filled)
    > Friendly nudge email + Slack message: "Hey John, just checking if you had 12 min for the onboarding form before Friday. Let me know if any questions!"

🟢 DAY 2-3 (Aug 12-13):
  Action 1: Pre-Kickoff Internal Prep (our team, 2-hour sync)
    > Fill in from form: Brand persona matrix, competitor list, keyword seed list, ICP document
    > Pull: Competitor Reddit baseline (Skill 19 Mention Radar scan — top 2 competitors last 30 days)
    > Draft: Initial Subreddit recommendation list (15 subs — Skill 13 Subreddit Finder output)
    > Draft: Initial performance KPI framework (what does success look like in month 1 / month 3 / month 6?)
    > Set up: Client dashboard in analytics tool (all metrics tracked in 1 place)

  Action 2: Kickoff Call Deck Finalized (10 slides):
    Slide 1: Welcome & Agenda
    Slide 2: Team intros (both sides — 1 min each)
    Slide 3: Recap: What you bought (Tier 2 deliverables, quantities)
    Slide 4: Goals & KPIs (our proposal → confirm with client)
    Slide 5: Initial Subreddit target list → your feedback
    Slide 6: Brand voice alignment (examples of posts we think fit, client feedback)
    Slide 7: First 30 days plan (Week 1-2: Audit + set up. Week 3-4: First posts go live)
    Slide 8: Communication cadence (weekly check-in, monthly deck, Slack rules)
    Slide 9: Access we still need (if any)
    Slide 10: Q&A + Next Steps

🟠 DAY 4 (KICKOFF CALL DATE: Aug 14):
  Action 1: Conduct Kickoff Call (60-90 min)
    > Roles: Account Lead (facilitator), Senior Strategist (notes + questions), Client (answers, alignment)
    > Mandatory output: Call notes (template) + Action items (owner + deadline) → shared within 2h post-call.
    > Key things to resolve BY END OF CALL:
      1. ✅ Approved KPI framework (what = "green" each month)
      2. ✅ Brand voice "No-Go" list (topics/tones to avoid absolutely)
      3. ✅ Subreddit Tier 1 priority (10 subs approved for month 1)
      4. ✅ First 4 post topic ideas (2 approved, 2 to revise)
      5. ✅ Approval workflow: Post drafts shared Mon 9am → Client signoff by Wed EOD → Publish Thu/Fri
      6. ✅ All accesses granted (list checked)

  Action 2: Post-Kickoff Email (TEMPLATE: KICKOFF-002)
    > Subject: ✅ Kickoff Complete — TaskFlow Pro × [Your Agency], Next Steps + Action Items
    > Attach: Call notes PDF, Approved KPI framework PDF, First 30 Days Plan PDF
    > Body: Highlights + list of action items (Task / Owner / Due Date)

🟣 DAYS 5-7 (Aug 15-21):
  Action 1: Deliver Onboarding Deliverables Package
    > Document 1: Brand Voice & Content Pillars Guide (4 pages) — approved version post-kickoff
    > Document 2: Initial Subreddit Audit Report (Tier 1 = 10 subs, Tier 2 = 5 subs, prioritization)
    > Document 3: GEO Baseline Audit (if Tier 2+) — current state snapshot
    > Document 4: Competitor Reddit Landscape — top 2 competitors analysis
    > Document 5: Month 1 Detailed Calendar — 12 posts, topics, timelines, persons responsible

  Action 2: Week 1 Status Update to Client
    > Slack + Email: "Week 1 of onboarding complete! All 5 documents delivered. Next week: We finalize post drafts + you review/approve. First posts go live Week 3."

  Action 3: Internal Onboarding QA Checklist
    > [ ] All 5 documents delivered, client acknowledged receipt
    > [ ] All accesses granted
    > [ ] KPI framework signed off (email OK, no wet signature needed)
    > [ ] First invoice paid (or payment method on file + auto-billing active)
    > [ ] Client Status Tracker active, updated daily
    > [ ] Recurring calendar invites set: Weekly check-in (weekly Wed), Monthly review (first Friday), Quarterly strategy (end of quarter)
──────────────────────────────────────────────────────────
⏱️ ONBOARDING TIME BUDGET PER NEW CLIENT
  Tier 1: 4.5 hrs total (Account Lead: 1.5h, Senior: 2h, Junior: 1h)
  Tier 2: 9 hrs total (Account Lead: 2.5h, Senior: 4h, Junior: 2.5h)
  Tier 3: 18 hrs total (Account Lead: 4h, Senior: 8h, Analyst: 6h)
  Tier 4: 40 hrs (pre-sales already done most; team = dedicated 2 days)
→ Capacity Rule: No more than 2 new onboardings per FTE per month. Max new clients per agency per month = (Total FTE × 0.8) / 2 (the 0.8 accounts for existing client delivery time).

Step 3: White-Label交付模板（Weekly Report, Monthly Board Deck）

每个输出都可以换品牌标识（agency logo + color palette），可以直接交付给客户。

格式示例（Weekly Performance Report 3-Pager）：

text

📊 WEEKLY PERFORMANCE REPORT — TASKFLOW PRO × [YOUR AGENCY]
Week of: Aug 4-10, 2026 (Week 6 of engagement)
Account Lead: Samira Chen | Next call: Wed Aug 13, 10:00am PT
──────────────────────────────────────────────────────────
🎯 STATUS OVERALL: 🟢 GREEN (On track vs Month 2 OKRs)
  4 GREEN metrics | 1 YELLOW | 0 RED

KPI TRACKER vs MONTH 2 TARGETS:
  Metric                                This Week   MTD Total   MTD Target   Status   Δ vs Last Week
  ────────────────────────────────────────────────────────────────────────────────────────────
  Reddit Posts Published (12/mo target)   3           8          12            🟢 8/12 (67%)  +1
  Reddit Engagement (Comments + Upvotes) 412         1,140      1,600          🟢 71%         +32%
  Brand Mentions (Weekly digest)          17          29         ~40-60/mo     🟢 On pace     -3
  Leads Identified (Reply drafts sent)    15          33         60/mo         🟡 55% (slow)  +2
  GEO Citations (positive)                2           3          8/mo          🟢            +1
  NEW AI Answer Citation Assets           0           1          2/mo          🟢 On pace
  Shadowban / Post Removal Incidents      0           0          0             🟢 Perfect    ✅

──────────────────────────────────────────────────────────
🏆 WINS THIS WEEK (3 Highlighted):
  1. POST #TF-022 (r/smallbusiness, posted Aug 7) → 284 upvotes, 69 comments, 3 DMs asking about TaskFlow Pro
     → Redditor quote: "I'm switching from Asana this weekend. The client portal feature you mentioned is exactly what I was complaining about last week."
     → Why it worked: Testimonial pattern "We tried Asana/Trello/Clickup for our 8-person agency..." (authentic voice, founder posted from u/taskflowceo account)
     → Action: DM 3 high-intent commenters TODAY with personal note + free trial offer.

  2. RIVAL BRAND MENTION: Competitor "PlanStack" mentioned negatively in r/productivity (Aug 8, 122 upvotes) — "PlanStack just raised their prices 40% and removed a core feature. Alternatives?"
     → We replied u/taskflowceo: "Pricing transparency is hill we die on. TaskFlow Pro has had same $12/user since 2023. No hidden fees. Feature comparison doc: link."
     → Result: 18 upvotes on reply. 4 click-throughs to site. 2 signups tracked via UTM.

  3. GEO CITATION EMERGING: r/productivity comment #TF-018 from Week 3 is now cited in Perplexity AI answer for "best small business project management tools 2026". 12K people/month query.
     → Next step: Recommend amplifying this thread this week (backlinks + internal links + founder share) to lock in rank.

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🟡 AREAS OF FOCUS (1 Item):
  LEADS IDENTIFIED: 55% of month target pace. Reason: 2 potential lead subreddits (r/agencyowners, r/consulting) have strict self-promotion rules. Can't post direct → lead volume via organic replies is slower.
  → FIX: Next 2 weeks shift focus: (1) AMA in r/Entrepreneur (Aug 15) — historically drives 2x lead volume per post vs text posts, (2) Increase organic comment reply count from 30/week to 45/week for 2 weeks.
  → Impact projection: 33 leads 2-week forecast = 66/mo (above 60 target). Adjusted YELLOW → GREEN by end Week 8.

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📅 NEXT WEEK PLAN (Aug 11-17):
  Mon: Share 3 post drafts for client approval (r/marketing, r/productivity, AMA announcement)
  Tue: Client sign-off EOD
  Wed: Publish r/marketing post. Weekly check-in call 10am PT
  Thu: Publish r/productivity + r/Entrepreneur AMA (1pm ET)
  Fri: AMA host for 3 hours live. Compile leads from AMA comments → reply drafts ready Monday
  GEO: Follow up on citation asset #1 (amplification actions scheduled). Run monthly citation audit Wed.
  Ads: If client approves Reddit Ads add-on → finalize competitive intel + creative drafts next week.
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💡 1 QUESTION FOR YOUR TEAM (we need input before Wednesday call):
  → For the Aug 15 AMA, we're proposing topic: "I'm founder of project management SaaS that bootstrapped to $3M ARR with no paid ads until last month. AMA about agency/client pain points, pricing transparency, or Reddit growth. 20% of revenue to animal rescue this month (charity tie-in)."
  → Charity tie-in: This always increases AMA engagement 30-50% on r/Entrepreneur. Donation ~$1,500 max (capped).
  → Do you approve the charity tie-in + AMA topic? Or suggest topic tweak?

Step 4: 团队SOP库（Team Member SOP Library）

每个角色的SOP手册：

• Junior Analyst SOP: Organic comment replies (30 comments/week workflow, copy-paste workflow, quality checklist)
• Senior Strategist SOP: Subreddit audit (15-sub audit workflow, data sources, scoring rubric), Post Guardian pre-publication check (21-point checklist)
• Account Lead SOP: Weekly client call (agenda template, how to upsell, how to handle churn risk conversations)
• Content Writer SOP: Reddit post writing (8 template formats with examples per category: SaaS DevTools / DTC Wellness / SaaS Marketing / etc.)

每个SOP包含：Step-by-step screenshots placeholders、Time budget per task、Quality score rubric (what = 8/10 minimum before client delivery)、Escalation path (what issues need senior sign-off)。

Step 5: 客户流失风险仪表盘 + 留存剧本（Churn Risk Dashboard）

基于6个信号的流失风险评分：

• Signals: Report engagement rate (client opens report?)、Deliverable approval speed (days late?)、Slack response time (getting slower?)、Invoice days-to-pay (went from net 15 → net 45?)、NPS score if surveyed、Competitor mentions (client mentioned "we're also testing X agency")
• Risk Score 0-100: <30 = Safe 🟢, 30-60 = At Risk 🟡, 60+ = Red 🚨
• For each risk level: Pre-built retention playbook with email templates + call scripts + retention offer (scope upgrade/downgrade, add-on free month, etc.)

Step 6: 案例研究生成器（Case Study Generator）

输入：Result data（3 months metrics, $ impact）→ Output: Structured case study (Sales-ready PDF format, 1200-1800 words) with sections:

• Challenge (client's problem before)
• Solution (what you did, specific deliverables count)
• Results (3-5 hard metrics + financial ROI calculation)
• Testimonial (client quote, drafted for client approval)
• "If you're similar to [client] → here's what to do next" CTA section

Sales conversion hack: Each case study includes "ROI calculator" at bottom (e.g., "If you're a $3M ARR SaaS, this service delivers ~$41K in assisted MRR for $5K/month = 8.2x ROI")

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输出约束

• White-label mode (Boutique/Agency tier only): 所有交付模板必须允许全局替换（agency name, logo URL, color hex）。输出中不能出现"Founder Agency Workbench"品牌标识。
• Pricing calculations: 所有数学计算必须自洽（Revenue - COGS - OPEX = Profit; Margin % 公式正确）。
• SOP项目: 每个SOP必须附Time budget + Quality threshold + Escalation trigger (3 items)。
• Churn risk scores: 每个评分必须附具体evidence (not just "high risk" but "Invoice 17 days past due + last 3 weekly reports 0 opens = risk score 72")。
• Case studies: 明确标注"Client approval required before use in sales. Draft only."

什么This Skill不做

• ❌ 不做实际的客户交付工作（只是给SOP+模板+workflow orchestration。人来执行实际的发帖、回复、分析）
• ❌ 不做销售（不帮你获取客户、不写outbound emails。你负责获客。这个工具帮你优化交付端利润率）
• ❌ 不做账/财务（不会和QuickBooks对账、不会开发票。仅给利润率计算模型，实际开票/记账用accounting software）
• ❌ 不做HR（不会招聘、不会面试Junior。但会给job description模板、60-day new hire training plan模板）
• ❌ 不保证任何具体利润率结果（取决于你的价格、团队效率、客户留存。只是给模型和优化路径。）

定价逻辑

Tier	月度	Client Workspaces	Users	White-label	SOP Library	Capacity Planning	API Access
Solo	$299	5	1	❌ (Your branding only)	✅ Basic (Junior+Senior)	✅ Basic	❌
Boutique	$699	25	10	✅ Replaceable branding	✅ Full (All 4 roles)	✅ Advanced (scenario model)	❌
Agency	$1,499	Unlimited	Unlimited	✅ Full white-label, client-facing	✅ Full + Custom upload	✅ Enterprise (multi-team)	✅ + Webhooks

ROI数学（Boutique Tier $699最受欢迎）：

• Average 6-person boutique agency revenue: ~$60K/mo = $720K/year
• This tool unlocks 2 primary improvements:
  1. Efficiency gain: Non-billable time from 31% → 18% (13% recovery) = $720K × 13% = $93,600/year extra billable capacity
  2. Margin improvement: From 19% → 27% (8 pts) = $720K × 8% = $57,600/year extra profit
  3. Churn reduction: 28% lower churn from risk dashboard = $720K × 28% churn-recovery factor × average 3-client saves/year = ~$150K+/year preserved revenue
• Total annual value: $93,600 + $57,600 + $150K conservatively = ~$301,200
• Tool cost: $699/mo × 12 = $8,388
• ROI: $301,200 / $8,388 = 35.9x ROI
• Even if you ONLY get 20% of the projected benefit = ~$60K/year = 7.1x ROI (still fantastic)

Solo operator model:

• Solo doing $18K/mo, 85% net margin because no team = $15K/mo profit
• Before this tool: 31% non-billable → actual delivery capacity 69%
• After: 18% non-billable → capacity 82% (13% more clients or raise prices)
• Extra revenue: +$2,340/mo or +$28K/year
• Tool cost $299/mo = $3,588/year
• Solo ROI: 7.8x → 1 month of extra capacity per year pays for tool 7.8x over.