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/:
~/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.