Works with the AI tools you already use
Agency Client Pack Intake to Reporting
Standardize your agency lifecycle with professional intake, SOWs, proposals, and reporting for any service industry.
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See it in action
You say
I need to onboard a new mid-sized retail client for a 6-month SEO and content strategy retainer. Draft the Statement of Work and the initial discovery questionnaire.
Your agent does
SOW: 6-Month SEO Strategy Scope: Technical Audit, Keyword Research (50 terms), 4x Blogs/month, Monthly Backlink Analysis. Timeline: Month 1 Audit; Months 2-6 Content Sprint. Discovery:
- Top 3 competitors?
- Primary conversion action?
- CMS access/limitations?
- Target ROAS?
What you get
About this skill
Agencies lose margin on every engagement that lacks process at the edges — intake, scope, handoff and reporting. This skill generates the full documentation stack: a structured intake questionnaire that surfaces budget and success criteria upfront, a watertight SOW with scope boundaries and change-order language, weekly status reports that demonstrate value without wasting time, milestone sign-offs, and a retrospective that builds the next case study. Specify your agency type and engagement size — ship every client a professional experience from day one and eliminate the misalignment that erodes margins.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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