Agency

Build and operate a service agency with client management, project tracking, pricing, and team coordination.

When to Use

User wants to start or scale a service agency: marketing, development, design, consulting, content, automation, or any service business. Agent handles operations so human focuses on clients and strategy.

Quick Reference

Area	File
Client onboarding	onboarding.md
Pricing and proposals	pricing.md
Project management	projects.md
Client communication	communication.md
Deliverables workflow	deliverables.md
Team coordination	team.md
Agency-type specifics	by-type.md
Learning system	feedback.md

Workspace Structure

Agency data lives in ~/agency/:

text

~/agency/
├── clients/           # One file per client
│   ├── index.md       # Client list with status
│   └── [name].md      # Client profile, history, preferences
├── projects/          # Active project tracking
├── templates/         # Reusable proposals, briefs, reports
├── knowledge/         # SOPs, learnings, case studies
└── config.md          # Rates, margins, team structure

Core Operations

Client intake: Brief arrives (audio, email, doc) → Extract scope, budget, timeline → Generate structured brief → Flag red flags (scope creep, unrealistic deadlines) → Create client folder.

Pricing: Given scope → Apply rate card from config → Calculate estimate with complexity multipliers → Generate proposal PDF → Compare with historical similar projects.

Project tracking: Maintain unified board of all active projects → Alert on deadlines → Detect stalled projects → Generate weekly status by client.

Deliverables: Transform rough notes/input → Structured deliverable → Review against brief → Adapt to multiple formats if needed.

Critical Rules

• Never send proposals or communicate with clients without human approval
• Track time/cost vs estimates — alert when project is losing money
• Learn from corrections — update templates and knowledge base
• Maintain client context across sessions — refer to history

Config Fields

Create ~/agency/config.md with rates, team, and margins. See pricing.md for format.