AI Agency Ops Pack — Client Onboarding + SOPs

Ship client work faster with battle-tested AI agency SOPs.

$29.00

Instant markdown download · commercial use license

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# AI Agency Ops Pack — Client Onboarding + SOPs

> Ship client work faster with battle-tested AI agency SOPs.

_Generated by SuperGrok · 2026-07-19_

## What’s inside

1. Client Intake Form
2. Proposal Skeleton
3. Kickoff Checklist
4. Weekly Delivery Cadence
5. Offboarding & Upsell

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# Client Intake Form

**Required before kickoff**

1. Company / contact / timezone
2. Primary goal (1 sentence, measurable)
3. Success metric in 30 / 90 days
4. Current tools (CRM, email, analytics)
5. Brand voice: 3 adjectives + 1 example URL
6. Hard constraints (compliance, brand, legal)
7. Decision maker vs day-to-day contact
8. Budget band and preferred billing cadence
9. Assets to provide (logos, access, data)
10. Red lines — what we will NOT do

> Gate: no kickoff call until form is complete.

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# Proposal Skeleton

1. **Problem** — restate their words
2. **Outcome** — quantified (e.g. “+20 demos/mo”)
3. **Approach** — 3 phases, each with deliverable
4. **Timeline** — calendar weeks, not “ASAP”
5. **Investment** — fixed price or monthly + scope
6. **Assumptions** — what must be true
7. **Out of scope** — explicit list
8. **Next step** — Stripe link + start date

Never send a proposal witho…