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    agency client pack

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    Turn discovery notes and raw data into tiered proposals, SOWs, change orders, and performance reports.

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    agency client pack

    agency client pack

    Example session with this skill installed

    I just finished a discovery call with 'Cloud Retail' for a website redesign. They have a $15k budget, want it done by October, and are tired of their slow checkout. Here are my messy notes.

    • Read your context and instructions
    • Compiled the agency client

    I have analyzed the discovery notes for Cloud Retail. The extraction table highlights a primary pain point around checkout speed and a hard deadline in October. I have drafted a tiered proposal using your agency rates.

    Proposal: Cloud Retail Website Redesign

    Executive Summary
    Cloud Retail is losing customers at the final stage of the funnel due to technical lag in the checkout process. We will rebuild the storefront on a performance-optimized architecture to hit your October launch window and recapture lost revenue.

    Tiered Options

    FeatureEssentialRecommendedPremium
    ScopeCore checkout & landing pagesFull site redesignFull site + SEO migration
    Timeline6 weeks8 weeks10 weeks
    Price$12,000$15,000$19,500

    Exclusions

    • Content writing / Copywriting
    • Third-party API licensing fees
    • Original photography or videography
    • Ongoing hosting and maintenance (quoted separately)

    Investment & Terms

    • 50% deposit to initiate project.
    • Validity: This proposal is valid until 2026-11-15.
    • Jurisdiction: {{JURISDICTION}}.

    Next steps

    1. Select a tier (Essential, Recommended, or Premium).
    2. Confirm the October launch date for the project calendar.
    3. I will then generate the formal Statement of Work (SOW).

    Assumptions for Owner: I have assumed a Shopify-based platform and a maximum of 12 unique page templates. If they require a headless build, the Essential tier will need to be repriced.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Stop losing money to scope creep and unbilled hours. This skill turns messy discovery notes, call transcripts, or raw data into professional, client-ready agency documents. It eliminates the friction between winning a deal and protecting your margins by automating the heavy lifting of document drafting.

    What it does

    • Tiered Proposals builds three-tier pricing (Essential/Recommended/Premium) to improve conversion and frame value.
    • Statement of Work (SOW) generates detailed scope documents with explicit exclusions, revision rounds, and acceptance criteria.
    • Change Order Management flags out-of-scope requests and drafts formal change orders to ensure you get paid for extra work.
    • Data-Driven Reporting converts raw metrics from GA4, Google Ads, or Meta Ads into honest narrative reports that focus on outcomes.
    • Discovery Extraction parses messy call notes into a structured table of goals, pain points, and red flags.

    How it works

    1. Load Profile searches for your agency-profile.md to pull in rates, terms, and branding.
    2. Select Workflow routes you to the correct document type based on your current project stage.
    3. Analyze Input extracts specific client pains and metrics from your transcripts or data pastes.
    4. Generate Draft produces a Markdown file following industry-standard structures for agency operations.

    Frameworks & tools

    Uses Python for metric calculations (Δ%, CPA, ROAS) and Markdown for portable, professional document formatting. Works with data from GA4, Search Console, Google Ads, and Meta Ads.

    Why this beats prompting it yourself

    Generic prompts often invent facts or ignore the legal protections an agency needs. This skill enforces strict exclusion lists and uses a dedicated agency profile to ensure every document matches your actual rates and revision policies.

    Use cases

    • Convert a 30-minute Zoom transcript into a three-tier project proposal.
    • Protect a web design project from "one more thing" requests with formal change orders.
    • Turn a messy CSV of ad spend and conversions into a client-ready performance narrative.
    • Standardize your SOWs with lawyer-reviewed markers and clear IP ownership clauses.

    Known limitations

    The Python reporting script requires a code-execution environment for precise Δ% calculations. All legal clauses are templates and require professional review.

    How to use

    Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.

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    Listed3 days ago

    What's inside

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