Description

Run AI Client Work with Repeatable Agency Systems

AI Agency & Client Delivery System is an operations and client-delivery toolkit for building more consistent processes around an AI services business. It covers the journey from onboarding and pricing through service delivery, reporting, retention and account expansion.

The collection combines structured client-facing prompts, ready-to-use templates, spreadsheets, scripts, proposals, dashboards and niche-specific playbooks. It is designed to help users replace improvised client management with clearer workflows that can be repeated across different accounts.
What’s Included

202 structured client-facing prompts
organised across six agency systems.
Eight done-for-you agency systems
covering onboarding, pricing, proposals, reporting, sales, retention and launch planning.
Five niche delivery playbooks
for real estate, local services, ecommerce, coaching and dental or medical businesses.
Master PDF
containing the complete prompt and workflow collection.
Working pricing spreadsheet
with cost analysis, package building and agency dashboard functions.
Proposal and pitch-deck resources
for presenting services to prospective clients.
Reporting templates and dashboard specifications
for communicating completed work and campaign performance.
Sales and retention scripts
for follow-ups, objections, renewals, save conversations and expansion opportunities.
Day-by-day agency launch roadmap
for organising the first stage of building an AI service business.
Notion-ready files
with a prompt database and supporting Markdown pages.

The Six Prompt Systems

Client Onboarding System:
Prompts for collecting information, confirming access, defining scope and preparing a professional start to the client relationship.
Client Communication and Account Management:
Prompts for managing updates, expectations, questions, approvals and ongoing account communication.
Client Reporting and Dashboards:
Prompts for organising metrics, preparing reports and presenting completed work clearly.
Retention, Upsell and Expansion:
Prompts for identifying account risks, strengthening client relationships and developing relevant additional services.
Service Delivery Playbooks:
Niche-specific prompts for applying agency workflows to five different business categories.
Pricing, Proposals and Negotiation:
Prompts for packaging services, preparing proposals and communicating the value of an engagement.

Eight Ready-to-Deploy Systems

Client Onboarding System:
Intake form, access checklist, kickoff script, scope template, service agreement, welcome email sequence, communication charter and a two-week client health check.
Pricing Calculator:
Spreadsheet for reviewing delivery costs, developing value-based pricing, comparing package tiers and tracking agency revenue.
Proposals and Pitch Deck:
Ten proposal frameworks, an editable Word template and a presentation deck for introducing services to clients.
Reporting and Dashboards:
Dashboard specification, monthly report template, metric definitions and a pre-send review checklist.
Sales Sequences:
Twenty-four closing emails arranged across follow-up, objection, renewal, re-engagement and lead-conversion situations.
Retention and Upsell Scripts:
Twelve word-for-word conversation frameworks for client saves, expansion discussions and pricing changes.
30-Day Launch Roadmap:
A daily plan covering niche selection, offer development, outreach, client acquisition and initial agency setup.
Notion Import System:
Markdown pages and a structured prompt database for organising the material inside Notion.

Five Niche Delivery Playbooks

Real Estate:
Agency workflows and prompts adapted for property professionals and real-estate marketing.
Local Services:
Client delivery ideas for service businesses operating in a local market.
Ecommerce:
Prompts and workflows for online stores, product marketing and customer-facing content.
Coaching:
Agency support systems for coaches, consultants and knowledge-based businesses.
Dental and Medical:
Industry-focused workflows for healthcare-related practices and professional services.

Use It at Different Stages

Before signing a client:
Use the launch roadmap, proposal resources and pricing calculator to prepare the offer.
After a client says yes:
Open the onboarding system to collect details, confirm scope and establish communication expectations.
During delivery:
Use the niche playbooks, client prompts and reporting resources to organise recurring work.
When revenue is flat:
Review pricing, retention and expansion materials to identify opportunities for improving the account structure.
When a client becomes quiet:
Use the health-check and retention scripts to assess the relationship and prepare an appropriate response.

AI Agency & Client Delivery System is built for marketers, freelancers and agency owners who want a clearer operating structure for managing client work, presenting results and developing longer-term service relationships.