Guides
How-to articles, workflow systems, and implementation guides for running a leaner agency with AI.
Client Onboarding
How to Automate Client Onboarding for a Small Agency
A practical system for automating your client onboarding process using AI tools — from intake forms to kickoff workflows.
7–10 minFor: agency founders and ops leads
Delivery & Client WorkHow to Turn Discovery Calls into Proposals with AI
A step-by-step AI workflow to go from discovery call recording to polished proposal in under 45 minutes.
6–8 minFor: agency founders and account managers
Delivery & Client WorkHow to Automate Meeting Notes for a Small Agency
A five-step AI workflow to cut meeting admin from 45 minutes to under 10 — record, transcribe, summarize, extract action items, and send the follow-up.
6–8 minFor: agency founders and project leads
Internal Operations7 Workflows Every Small Agency Should Automate with AI
The 7 highest-ROI automations for small agencies — from client onboarding to weekly reporting.
8–10 minFor: small agency operators
Coming next
- Proposal workflow guide
- SOP writing workflow guide
- Internal reporting system guide
- Client follow-up automation guide