Free Template

AI Ops Starter Kit for Small Agencies

Everything you need to build a repeatable, AI-assisted client onboarding system — without starting from scratch.

What problem it solves

Most small agencies onboard clients the same way every time — by improvising. There's no documented system, no repeatable process, and no consistent experience from one project to the next.

The result is fragmented onboarding: missed steps, inconsistent kickoffs, slow starts, and unnecessary back-and-forth. Clients don't get a great first impression. Your team spends more time managing chaos than delivering work.

This kit gives you a starting system. One set of templates, one checklist, one tool stack recommendation — built specifically for lean teams that want to run tighter operations without hiring a head of ops.

Who it's for

This kit is built for small agencies and service businesses with 2–10 people. If you're a boutique studio, a freelancer scaling to a small team, or a service business that delivers client work, this is for you.

You don't need a dedicated ops person, a large budget, or technical expertise. You need a system. This kit gives you one you can start using this week.

What's inside

10 workflow templates

Ready-to-use AI workflows for intake, kickoff, delivery, and follow-up.

Starter tool stack

A lean, opinionated list of tools that work for 2–10 person agencies.

Onboarding checklist

Step-by-step checklist to take a new client from signed contract to active project.

SOP prompt pack

Reusable AI prompts for writing and maintaining your internal SOPs.

How to use it

01

Download the kit

Get the full package — templates, checklist, and prompt pack in one download.

02

Pick your first workflow

Start with the area where your onboarding breaks down most often — intake, kickoff, or handoff.

03

Adapt to your process

Each template is built to be edited. Replace placeholder text with your own steps, tools, and language.

04

Run it once manually

Walk through the workflow with a real client before automating anything. Identify gaps.

05

Automate incrementally

Once a workflow runs smoothly manually, layer in automation tools (Zapier, Make, or native integrations).

After using this kit, you should be able to:

  • Reduce onboarding chaos
  • Standardize repeated tasks
  • Move faster from intake to kickoff
  • Create documentation faster

FAQ

Common questions

Is this really free?
Yes. Enter your email and you get the full kit — no upsell, no paid tier.
What format are the templates in?
Templates are provided as Google Docs and Notion pages. You can copy them into any tool you already use.
Do I need technical skills to use this?
No. The kit is built for non-technical operators. Everything is plain-language and edit-ready.
How long does it take to implement?
Most teams pick one workflow, adapt it, and run it with a real client within a week. Full implementation varies.
What tools do I need?
None are required upfront. The starter tool stack is a recommendation, not a requirement. The templates work with whatever you currently use.

Free Download

Get the AI Ops Starter Kit

10 workflow templates, starter tool stack, onboarding checklist, and SOP prompt pack — free for small agencies.