What’s Inside

Everything you need to run an automation agency — client onboarding, project management, workflow builders, and white-label delivery. Designed for agencies selling AI automation, Zapier/Make integrations, and custom workflows.

Included Systems

• Client Portal — Onboarding forms, project status dashboards, deliverable tracking
• Workflow Builder — Visual automation designer with pre-built templates for common use cases
• CRM & Pipeline — Lead tracking, proposal generation, contract management
• White-Label Reports — Branded performance dashboards and ROI reports for clients
• Team Management — Task assignment, time tracking, capacity planning

Business Model Templates

Includes pricing frameworks, SOW templates, and client communication scripts for retainer-based and project-based agency models.

Who This Is For

Agency founders and freelancers building automation practices who need a professional system to manage clients, deliver work, and scale operations without building tools from scratch.