Documentation Index
Fetch the complete documentation index at: https://docs.bossmode.ing/llms.txt
Use this file to discover all available pages before exploring further.
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_opsconfigured 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
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: 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