AI Agency OS
AI Agency OS brings together five products for marketing and digital agencies, from first enquiry to monthly report: AI Agency Sales Agent, AI Agency Proposal Agent, AI Agency Client Onboarding, AI Agency Reporting and AI Agency Project Manager, delivered as one project with one intake.
Discount rounded to the nearest $100. Savings are calculated from current component prices, not claimed.
What is included
Each product below is also sold on its own; this bundle delivers all of them as one project at the discounted price on the right.
Problems this solves
New enquiries wait days because the founder handles every sales reply
The AI Agency Sales Agent responds to new enquiries and gathers the details you need. Promising leads pass to the Proposal Agent, so the founder joins later in the conversation.
Proposals are rebuilt from old decks each time a pitch comes in
The AI Agency Proposal Agent drafts proposals from the enquiry details and your service information. Your team approves every proposal before it is sent to the prospect.
Signed clients sit idle while the team chases access and assets
AI Agency Client Onboarding takes a new client through the steps you agree, collecting what the team needs. Work can begin once onboarding is complete, without a long email chase.
Monthly reports and project updates eat into billable time
AI Agency Reporting prepares monthly reports under your agency's own brand. The AI Agency Project Manager keeps tasks and updates moving, so account managers spend less time on admin.
How the 5 work together
These run as one system: each product keeps doing its own job, and this bundle delivers them together as a single project with a single intake.
Shown in the order components are delivered. Detailed cross-product sequencing copy is added in a later phase.
One intake for all 5
Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Not included
What you receive at handover
- AI Agency Sales Agent, Proposal Agent, Client Onboarding, Reporting and Project Manager, each configured and deployed
- Branded client reporting set up under your agency's name
- Cross-product workflow configuration with up to three handoffs and approval before any proposal is sent
- A combined test report covering each product's tests plus 20 cross-product scenarios
- A combined admin guide and a written handover report
- 30 days of post-launch support
Expected benefits and how to measure them
- Can shorten the gap between first enquiry and signed client.
- Helps new clients start work with less waiting.
- Makes monthly reporting a review task instead of a build task.
- Enquiry-to-proposal time
- Compare days from first enquiry to proposal sent, using CRM dates, for the quarter before launch and the quarter after.
- Onboarding to kickoff
- Measure days from signed contract to first piece of work in your project tool, for clients won before and after launch.
- Reporting hours per client
- Ask account managers to log hours spent on each monthly report for one cycle before launch and one after.
Before you start: Note dates from enquiry to proposal and from contract to kickoff for your last five clients. Time one full monthly reporting cycle.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Questions about this product
Do the client reports carry our agency's branding?
Yes. AI Agency Reporting builds white-label client performance reports, so they go out under your name and design. You provide a sample report and the metrics each client cares about, and the reports are delivered on one channel such as email or a web dashboard, on the schedule you choose.
Will proposals be sent to prospects automatically?
No. The AI Agency Proposal Agent drafts proposals and pricing from your discovery notes and delivers the draft to one destination, such as a shared drive. Someone at your agency edits and sends it. Pricing follows the rules you gave at intake, so drafts stay within your rate card.
What does the agency bundle save over separate purchases?
The five products cost 15 percent less as a bundle than bought one by one, and the price panel shows both totals before you pay. One intake covers all five, so your services, pricing rules and report templates are collected once and shared by every product from the first day.
How does client onboarding chase missing logins and assets?
It runs a background workflow of up to twelve steps that asks each new client for the access, assets and briefs on your list, and tracks what is still missing. The way clients share access is agreed with you at intake. The person you name receives alerts when a client stalls or a step fails.
Which project tools can the project manager work with?
The project tool you already use, within the Scope Card limit of two systems with read and write access, for example a project tool plus your CRM. It tracks deliverables, approvals and deadlines there. A second project tool beyond the limit is quoted as an add-on or Change Quote.
Does the agency bundle replace our project management tool?
No. The AI Agency Project Manager works inside the project tool you already use, within the Scope Card limit of two connected systems. It tracks deliverables, approvals and deadlines there and flags what is slipping. Your team still plans and does the work; the agent keeps the follow-ups from being forgotten.
How is AI Agency OS different from AI Agency Operations OS?
AI Agency OS is five separate products, from the sales agent to client reporting, linked by up to three handoffs. It covers winning clients as well as serving them. AI Agency Operations OS has no sales or proposal agents. It builds onboarding, delivery, reporting and knowledge as one system with shared client data and one set of approval rules.