🚧 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 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
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: 2,000—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