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

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.

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 playbookscapo_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

Installation

curl -sX POST https://bossmode.ing/api/pro/packs/install \
  -H "x-bossmode-token: $BOSSMODE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{ "pack": "agency-ops" }'

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

Revenue model assumptions

  • Retainer range: 2,0002,000 — 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