Resources
Templates built in a
real agency. For yours.
Every template, workflow, and prompt here was built for and tested in an active agency. Not designed for a demo. Not theoretical. Deploy it this week.
Template packs launching soon. Take the free assessment to get notified first.
Take the Assessment →Agency Reporting Automation Pack
The full workflow stack for automating client reporting — from data pull to PDF delivery. Claude prompts + n8n workflow included.
Client Onboarding System
Complete onboarding automation: intake form → contract → kickoff doc → task creation → first-week checklist. Zero manual setup per client.
AI Proposal Generator
Build proposals in minutes. Feed in discovery notes, get a formatted proposal with scope, pricing rationale, and objection handling.
Agency AI Stack Playbook
A complete guide to the tools, stacks, and decision frameworks for building AI leverage in a marketing agency. What to use, what to skip.
How these are built
Every template starts as something I built for my own agency. I run it for a few weeks, refine it based on actual client work, then package it up with documentation and share it here.
Assessment takers get early access and reduced pricing at launch.
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