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🚧 Expanding soon — full Agency Ops Pack documentation is in progress.

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Overview

The Agency Ops Pack is designed for done-for-you agencies, client service firms, and any business where you’re delivering work on behalf of clients. The consigliere tracks client health, manages delivery milestones, and escalates risk before it becomes a problem.

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What’s included

  • Client health standing orders — automated escalation when delivery is at risk
  • Revenue recognition rules — monthly retainer tracking, upsell triggers, and churn prevention signals
  • Team coordination playbooks — capo_ops configured for multi-client delivery management
  • Scope creep governance — standing orders that flag out-of-scope requests for approval
  • Reporting templates — client-facing report generation queued for your review before send

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Installation

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Key standing orders (pre-loaded)

  • Delivery milestones not hit within 48h of deadline escalate automatically
  • Client satisfaction signals (NPS drop, support volume spike) trigger immediate review
  • Scope additions over 10% of monthly retainer value require sign-off
  • Monthly reports queue for approval 48h before send date
  • Client offboarding requests escalate before any action is taken

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Revenue model assumptions

  • Retainer range: 2,000—2,000 — 20,000/month per client
  • Client count: 3–20 active accounts
  • Delivery model: done-for-you with regular reporting cadence
  • Primary retention driver: results + relationship