Skill: 1kalin/afrexai-agency-command-center (version 1.0.0)

--- name: Agency Command Center slug: afrexai-agency-command-center version: 1.0.0 description: Complete agency operations system — client lifecycle, pricing, project delivery, team management, and growth strategy for service businesses. tags: agency, consulting, client management, project management, freelance, professional services --- # Agency Command Center Complete operations system for service agencies, consultancies, and freelance businesses. From first client inquiry to recurring revenue machine. ## When to Use - Starting or scaling a service business (dev, marketing, design, consulting, AI/automation) - Managing multiple clients and projects simultaneously - Building repeatable processes for client delivery - Pricing services and writing proposals - Growing from solo to team --- ## Phase 1: Agency Foundation ### Business Model Selection Choose your model — this drives everything else: | Model | Typical ACV | Team Size | Margin Target | Best For | |-------|------------|-----------|---------------|----------| | Solo Expert | $5K-$25K | 1 | 60-80% | Deep specialists | | Boutique | $25K-$100K | 3-8 | 40-55% | Quality-focused niche | | Growth Agency | $100K-$500K | 10-30 | 30-45% | Scale players | | Productized Service | $1K-$10K/mo | 5-15 | 50-70% | Repeatable delivery | ### Service Packaging Framework **Don't sell time. Sell outcomes.** Structure services into 3 tiers: ```yaml service_catalog: tier_1_starter: name: "[Quick Win Name]" price: "$X,XXX" duration: "1-2 weeks" deliverables: - "[Specific deliverable 1]" - "[Specific deliverable 2]" ideal_for: "Companies that need [specific outcome] fast" margin_target: "70%+" tier_2_standard: name: "[Core Service Name]" price: "$XX,XXX" duration: "4-8 weeks" deliverables: - "[Everything in Tier 1]" - "[Additional deliverable 3]" - "[Additional deliverable 4]" ideal_for: "Companies ready for [bigger transformation]" margin_target: "50%+" tier_3_premium: name: "[Flagship Engagement Name]" price: "$XXX,XXX+" duration: "3-6 months" deliverables: - "[Everything in Tier 2]" - "[Strategic deliverable 5]" - "[Ongoing support/retainer]" ideal_for: "Enterprises needing [complete solution]" margin_target: "40%+" ``` ### Niche Selection Scorecard Rate each potential niche 1-5: | Criterion | Weight | Score | Weighted | |-----------|--------|-------|----------| | Market size (enough clients?) | 3x | /5 | /15 | | Willingness to pay ($10K+ deals?) | 3x | /5 | /15 | | Your expertise (can you deliver?) | 2x | /5 | /10 | | Competition (room for you?) | 2x | /5 | /10 | | Passion (can you do this for years?) | 1x | /5 | /5 | | **Total** | | | **/55** | **35+ = strong niche.** Below 25 = keep looking. --- ## Phase 2: Client Acquisition Engine ### Inbound Lead Qualification (BANT-S) When an inquiry arrives, extract: ```yaml lead_qualification: company: "" contact_name: "" contact_role: "" source: "" # referral, website, social, cold budget: stated: "" estimated_range: "" budget_holder: "" # Are they the decision maker? authority: decision_maker: true/false other_stakeholders: [] approval_process: "" need: problem_statement: "" urgency: "low|medium|high|critical" current_solution: "" why_change_now: "" timeline: desired_start: "" desired_completion: "" hard_deadlines: [] scope_fit: matches_services: true/false complexity: "simple|moderate|complex|enterprise" red_flags: [] score: "/100" # See scoring below ``` ### Lead Scoring (0-100) | Factor | Points | Criteria | |--------|--------|----------| | Budget match | 0-25 | 25=confirmed budget in range, 15=likely, 5=unclear, 0=way below | | Authority | 0-20 | 20=decision maker, 10=influencer, 0=researcher | | Need urgency | 0-20 | 20=critical/deadline, 15=high, 10=medium, 5=exploring | | Timeline fit | 0-15 | 15=aligns with capacity, 10=tight but doable, 0=impossible | | Scope fit | 0-10 | 10=core service, 5=adjacent, 0=outside expertise | | Source quality | 0-10 | 10=referral, 7=inbound, 3=cold | **80+ = fast track** (respond within 2 hours) **60-79 = standard** (respond within 24 hours) **40-59 = nurture** (add to drip, check back in 30 days) **Below 40 = decline gracefully** ### Discovery Call Framework (45 min) ``` [0-5 min] Rapport + Agenda Setting - "Thanks for taking the time. Here's what I'd like to cover..." - Confirm their role and who else is involved in the decision [5-20 min] Deep Problem Discovery - "Walk me through what's happening today..." - "What have you tried so far?" - "What's the cost of NOT solving this?" ← KEY QUESTION - "If we solve this perfectly, what does that look like in 6 months?" - "What's your biggest concern about working with an agency?" [20-30 min] Solution Exploration - Mirror their language back: "So the core issue is [X], and ideally you'd have [Y]" - Share relevant case study (1-2 min, not a pitch) - Outline potential approach at high level - "Based on what you've described, I'd suggest [Tier 2 service]" [30-40 min] Logistics - Timeline expectations - Budget conversation: "Projects like this typically range $X-$Y. Does that align with what you had in mind?" - Decision process and stakeholders - Required access/resources from their side [40-45 min] Next Steps - "Here's exactly what happens next: I'll send a proposal by [date]..." - Confirm follow-up date - Ask: "Is there anything else I should know before putting this together?" ``` ### Outreach Templates **Warm Referral Follow-up:** ``` Subject: [Referrer] suggested we connect Hi [Name], [Referrer] mentioned you're dealing with [specific problem]. We just helped [similar company] solve that — they went from [before state] to [after state] in [timeframe]. Worth a 20-minute call to see if we can do the same for you? [Your name] ``` **Post-Discovery Proposal Email:** ``` Subject: Your [problem] solution — proposal attached Hi [Name], Great talking on [day]. Attached is the proposal for [project name]. The quick version: - We'll deliver [key outcome] by [date] - Investment: $[amount] - You'll see [specific metric improvement] I've blocked [date] for a 15-min walkthrough if that works. [Your name] ``` --- ## Phase 3: Proposal & Pricing Engine ### Proposal Structure (Win Rate Optimizer) Every proposal follows this structure: ``` 1. EXECUTIVE SUMMARY (1 page) - Their problem in their words (mirror discovery call) - The cost of inaction (quantified) - Your recommended solution (1 paragraph) - Investment and timeline (bottom line up front) 2. SITUATION ANALYSIS (1-2 pages) - Current state (show you listened) - Desired future state - Gap analysis - Why now matters 3. RECOMMENDED APPROACH (2-3 pages) - Phase breakdown with deliverables - Timeline with milestones - What success looks like (measurable) - Your methodology/framework name 4. INVESTMENT (1 page) - 3-tier pricing (Good/Better/Best) - What's included in each tier - Payment terms - What's NOT included (scope boundaries) 5. WHY US (1 page) - 2-3 relevant case studies (results, not process) - Team bios (relevant experience only) - Unique approach/methodology 6. NEXT STEPS (half page) - Clear call to action - Timeline to start - What you need from them ``` ### Pricing Calculator ```yaml pricing_worksheet: # Cost basis estimated_hours: 0 blended_hourly_rate: 0 # Your internal cost per hour direct_costs: 0 # Software, contractors, etc. total_cost: 0 # hours × rate + direct costs # Value basis client_problem_cost: 0 # Annual cost of their problem your_solution_value: 0 # Annual value you create value_price: 0 # 10-20% of value created # Market basis competitor_low: 0 competitor_high: 0 market_price: 0 # Your positioning in range # Final price floor_price: 0 # cost × 1.5 (minimum viable margin) target_price: 0 # MAX(value_price, market_price) anchor_price: 0 # target × 1.3 (your Tier 3) # Sanity checks margin_percent: 0 # Must be > 40% price_per_hour_effective: 0 # Must be > 2× your cost rate roi_for_client: "X:1" # Must be > 3:1 or rethink ``` ### Pricing Rules 1. **Never price by the hour externally** — always project or value-based 2. **Always present 3 options** — anchors the middle option as "reasonable" 3. **Include a "quick start" option** — low-risk entry point ($2K-$5K) 4. **50% upfront, 50% on completion** for projects under $25K 5. **Monthly retainers: 3-month minimum** — shorter isn't worth onboarding cost 6. **Scope creep clause**: "Additional requests beyond this scope will be quoted separately" 7. **Price increases**: raise prices 10-15% annually, grandfather existing clients for 6 months ### Retainer Model Design ```yaml retainer_tiers: growth: monthly_fee: "$X,XXX" hours_included: 20 response_time: "24 hours" includes: - "[Core service deliverable]" - "Monthly strategy call" - "Slack/email support" overage_rate: "$XXX/hr" scale: monthly_fee: "$XX,XXX" hours_included: 40 response_time: "4 hours" includes: - "[Everything in Growth]" - "[Additional strategic service]" - "Weekly check-in call" - "Quarterly business review" overage_rate: "$XXX/hr" enterprise: monthly_fee: "$XX,XXX+" hours_included: "Unlimited (fair use)" response_time: "2 hours" includes: - "[Everything in Scale]" - "Dedicated team member" - "24/7 emergency support" - "Executive sponsor access" overage_rate: "N/A" ``` --- ## Phase 4: Client Onboarding System ### Onboarding Checklist (First 48 Hours) ```yaml onboarding: day_0_signed: - [ ] Contract signed and countersigned - [ ] First payment received - [ ] Welcome email sent (see template below) - [ ] Client folder created in project management - [ ] Internal kickoff scheduled - [ ] Client added to communication channel day_1: - [ ] Access credentials collected (see access request template) - [ ] Onboarding questionnaire sent - [ ] Project timeline shared - [ ] Team introductions made - [ ] First milestone confirmed day_2: - [ ] Kickoff call completed - [ ] Meeting notes distributed - [ ] First deliverable timeline confirmed - [ ] Weekly check-in cadence set - [ ] Client expectations document signed ``` ### Welcome Email Template ``` Subject: Welcome to [Agency Name] — here's what happens next Hi [Name], We're excited to get started on [project name]. Here's your roadmap for the next 48 hours: TODAY: ✅ Contract signed — check ✅ You'll receive an onboarding questionnaire (10 min to complete) ✅ We'll send access requests for [systems we need] TOMORROW: 📋 We review your questionnaire answers 📞 Kickoff call at [time] — here's the agenda: [link] THIS WEEK: 🚀 First milestone: [deliverable] by [date] 📊 Weekly update every [day] at [time] YOUR TEAM: - [Name] — Project Lead (your main point of contact) - [Name] — [Role] - For urgent issues: [emergency contact method] Questions before kickoff? Reply to this email or message us on [Slack/channel]. Let's build something great. [Your name] ``` ### Client Expectations Document Get this signed at onboarding to prevent 90% of problems: ``` WORKING AGREEMENT Communication: - Primary channel: [Slack/email/tool] - Response time: We respond within [X hours] on business days - Urgent issues: [Phone/emergency process] - Weekly updates: Every [day] by [time] Feedback & Approvals: - We'll send work for review with clear deadlines - Feedback is due within [48 hours] of submission - Delayed feedback = delayed timeline (no penalty to us) - "Approved" means approved — revisions after approval are billed separately Scope: - This project covers: [specific deliverables from contract] - Changes to scope require a written change order - We'll flag scope creep early — no surprise invoices Meetings: - Weekly check-in: [30 min, day/time] - We'll send agendas 24h before, notes within 24h after - Cancel with 24h notice or it counts as held ``` --- ## Phase 5: Project Delivery System ### Project Tracking Template ```yaml project: name: "" client: "" status: "active|on-hold|at-risk|complete" health: schedule: "green|yellow|red" budget: "green|yellow|red" scope: "green|yellow|red" client_satisfaction: "green|yellow|red" overall: "green|yellow|red" financials: contract_value: 0 collected: 0 outstanding: 0 hours_budgeted: 0 hours_used: 0 burn_rate_percent: 0 # hours_used / hours_budgeted × 100 margin_actual: 0 milestones: - name: "" due: "YYYY-MM-DD" status: "pending|in-progress|review|complete|late" deliverables: [] risks: - description: "" probability: "low|medium|high" impact: "low|medium|high" mitigation: "" next_actions: - task: "" owner: "" due: "YYYY-MM-DD" ``` ### Weekly Client Update Template Send every week, same day, same time: ``` Subject: [Project Name] — Weekly Update #[N] 📊 STATUS: [GREEN/YELLOW/RED] COMPLETED THIS WEEK: ✅ [Deliverable/milestone 1] ✅ [Deliverable/milestone 2] IN PROGRESS: 🔄 [Task 1] — [% complete, expected done date] 🔄 [Task 2] — [% complete, expected done date] NEXT WEEK: 📋 [Planned deliverable 1] 📋 [Planned deliverable 2] ⚠️ NEEDS YOUR INPUT: - [Decision/approval/access needed] — please respond by [date] TIMELINE: [On track / X days ahead / X days behind] BUDGET: [X% used of total hours] ``` ### Scope Creep Management When a client requests something outside scope: **Step 1: Acknowledge** — "Great idea — let me look at what that involves." **Step 2: Classify:** - **Tiny** (<2 hours, improves deliverable) → Do it, note it as goodwill - **Small** (2-8 hours) → "Happy to add this. It's about [X hours] additional work, so roughly $[amount]. Want me to write up a quick change order?" - **Large** (8+ hours) → "This is actually a separate project. Let me scope it properly and send you an estimate." **Step 3: Document** — Every change request logged: ```yaml change_request: date: "" requested_by: "" description: "" classification: "goodwill|change_order|new_project" estimated_hours: 0 estimated_cost: 0 status: "pending|approved|declined" impact_on_timeline: "" ``` ### Quality Control Checklist Before ANY deliverable goes to client: - [ ] Meets brief requirements (check against original scope) - [ ] Reviewed by someone other than the creator - [ ] Tested/proofread (no broken links, typos, errors) - [ ] Formatted professionally (consistent branding) - [ ] Includes context ("Here's the [deliverable]. Key decisions we made: [X, Y, Z]") - [ ] Clear next steps stated - [ ] Sent with enough time for client to review before deadline --- ## Phase 6: Team & Operations ### Hiring Decision Framework **When to hire vs. contract:** | Factor | Hire Full-Time | Contract/Freelance | |--------|---------------|-------------------| | Need frequency | Ongoing, daily | Project-based, sporadic | | Skill specificity | Core to your service | Specialized/niche | | Client interaction | Client-facing | Behind the scenes | | Cost at current volume | Cheaper than contracting | Cheaper than hiring | | Ramp-up time | Worth the investment | Need them productive Day 1 | ### Team Utilization Tracking ```yaml team_member: name: "" role: "" cost_per_hour: 0 # Your cost (salary ÷ working hours) billable_target: "70%" # % of time on client work this_week: total_hours: 40 billable_hours: 0 internal_hours: 0 # Sales, admin, training utilization: "0%" this_month: billable_hours: 0 revenue_generated: 0 effective_rate: 0 # revenue ÷ billable hours ``` **Utilization targets:** - **Below 60%** = underutilized (need more clients or reduce headcount) - **60-75%** = healthy (room for training, sales, admin) - **75-85%** = optimal (high output, sustainable) - **Above 85%** = burnout risk (hire or stop taking new work) ### Delegation Framework As agency grows, delegate in this order: 1. **Execution** (first hire) — Someone to do the work you've been doing 2. **Project Management** — Someone to manage timelines and client comms 3. **Sales** — Someone to handle inbound and proposals 4. **Operations** — Someone to handle invoicing, onboarding, admin 5. **Strategy** — Only delegate last (this is your competitive advantage) ### Standard Operating Procedures (SOP) Template Create one SOP per repeated process: ```yaml sop: name: "" owner: "" last_updated: "" frequency: "" # How often this runs purpose: "" # Why this exists trigger: "" # What kicks this off steps: - step: 1 action: "" tool: "" # What software/tool time: "" # Expected duration output: "" # What this step produces notes: "" quality_check: "" # How to verify it's done right common_mistakes: - mistake: "" prevention: "" ``` --- ## Phase 7: Financial Management ### Monthly P&L Dashboard Track monthly, review weekly: ```yaml monthly_financials: month: "YYYY-MM" revenue: project_revenue: 0 retainer_revenue: 0 other_revenue: 0 total_revenue: 0 cost_of_delivery: team_costs: 0 # Salaries/contractor payments for delivery software_tools: 0 direct_expenses: 0 # Client-specific costs total_cod: 0 gross_margin: 0 # revenue - cost_of_delivery gross_margin_percent: 0 # Should be > 50% operating_expenses: sales_marketing: 0 admin_overhead: 0 office_insurance: 0 total_opex: 0 net_profit: 0 # gross_margin - opex net_margin_percent: 0 # Target: 15-25% cash: opening_balance: 0 cash_in: 0 # Actually received cash_out: 0 # Actually paid closing_balance: 0 runway_months: 0 # closing ÷ monthly burn ar_aging: current: 0 # Not yet due days_30: 0 days_60: 0 days_90_plus: 0 # Chase these aggressively ``` ### Cash Flow Rules 1. **3-month cash reserve minimum** — always 2. **Invoice immediately** upon milestone completion — never wait 3. **Net 14 terms** for small clients, Net 30 for enterprise 4. **Chase at Day 7** past due (friendly), Day 14 (firm), Day 21 (final notice) 5. **Stop work at 30 days overdue** — no exceptions 6. **Retainer clients pay in advance** — not arrears ### Late Payment Sequence ``` Day 1 past due — Automated reminder: "Hi [Name], friendly reminder that invoice #[X] for $[amount] was due on [date]. Payment link: [link]. Let me know if you have any questions." Day 7 — Personal follow-up: "Hi [Name], following up on invoice #[X]. Is everything okay? Happy to jump on a quick call if there's an issue with the invoice." Day 14 — Firm notice: "Hi [Name], invoice #[X] is now 14 days overdue. Per our agreement, work will pause on [date] if payment isn't received. Please process this at your earliest convenience." Day 21 — Final notice: "Hi [Name], this is a final notice for invoice #[X] ($[amount], 21 days overdue). Work on [project] will pause effective [date + 3 days] until payment is received. If there's a cash flow issue, let's discuss a payment plan." Day 30 — Work stops. Send formal letter. Consider collections for large amounts. ``` --- ## Phase 8: Client Retention & Growth ### Client Health Score (0-100) Monitor monthly for each client: | Dimension | Weight | Indicators | Score | |-----------|--------|-----------|-------| | Engagement | 25% | Response time, meeting attendance, feedback quality | /25 | | Satisfaction | 25% | Explicit feedback, NPS, complaint frequency | /25 | | Financial | 20% | Pays on time, budget discussions, upsell receptivity | /20 | | Results | 20% | KPIs trending up, milestones hit, ROI demonstrated | /20 | | Relationship | 10% | Champion strength, stakeholder breadth, referral likelihood | /10 | **80+ = Healthy** — maintain and grow **60-79 = Watch** — proactive check-in needed **Below 60 = At risk** — intervention required ### Expansion Revenue Playbook **Signals a client is ready to buy more:** - Asking about services you haven't pitched - Referring you to colleagues - Saying "Can you also...?" - Achieving ROI on current engagement - New initiative/budget cycle starting - Key stakeholder promoted (bigger budget) **Upsell conversation opener:** "We've delivered [result] on [project]. Based on what I'm seeing, there's an opportunity to [specific next outcome]. Want me to put together a quick proposal?" ### Quarterly Business Review (QBR) Template For retainer clients, do this every 90 days: ``` 1. RESULTS RECAP (10 min) - KPIs: where we started vs. where we are - Key wins this quarter - ROI calculation 2. WHAT WORKED / WHAT DIDN'T (10 min) - Honest assessment of delivery - Process improvements made - Client feedback addressed 3. MARKET/INDUSTRY CONTEXT (5 min) - Relevant trends affecting their business - What competitors are doing - New opportunities you've spotted 4. NEXT QUARTER PLAN (10 min) - Recommended priorities - New ideas/initiatives to explore - Resource/budget implications 5. RELATIONSHIP CHECK (5 min) - "How's our communication working?" - "Anything we should do differently?" - "Anyone else on your team we should loop in?" ``` ### Client Offboarding (When They Leave) Handle gracefully — they might come back or refer others: ```yaml offboarding: - [ ] Exit interview (what went well, what didn't) - [ ] Final deliverables transferred - [ ] All access/credentials returned - [ ] Final invoice sent and collected - [ ] Knowledge transfer document provided - [ ] Testimonial requested (if relationship was positive) - [ ] Added to alumni newsletter/updates list - [ ] CRM status updated with reason for churn - [ ] Internal retrospective completed - [ ] Set 90-day re-engagement reminder ``` --- ## Phase 9: Agency Growth Strategy ### Revenue Concentration Risk **Rule: No single client > 30% of revenue.** If one client dominates: - Actively prospect new clients to dilute - Don't hire specifically for that client - Build savings buffer equal to their monthly revenue - Diversify contact points (don't rely on one champion) ### Growth Levers (In Priority Order) 1. **Raise prices** — 10% increase = ~25% profit increase. Do this annually. 2. **Increase scope with existing clients** — cheapest growth. Upsell, cross-sell. 3. **Get referrals** — ask happy clients. "Who else do you know dealing with [problem]?" 4. **Improve close rate** — better proposals, faster follow-up, case studies. 5. **Generate more leads** — content, partnerships, paid ads (most expensive, do last). ### Productized Service Ladder The path from custom services to scalable revenue: ``` Stage 1: Custom Projects (high margin, low scale) ↓ Identify repeated patterns Stage 2: Templated Delivery (faster, more consistent) ↓ Package into fixed-scope offers Stage 3: Productized Service (fixed price, predictable delivery) ↓ Build self-serve tools Stage 4: Product + Service Hybrid (highest scale) ``` ### Agency Metrics Dashboard Track weekly: ```yaml agency_dashboard: week_of: "YYYY-MM-DD" pipeline: new_leads: 0 proposals_sent: 0 proposals_won: 0 win_rate: "0%" average_deal_size: 0 pipeline_value: 0 delivery: active_projects: 0 projects_on_track: 0 projects_at_risk: 0 milestones_hit: 0 milestones_missed: 0 client_nps: 0 financial: mrr: 0 # Monthly recurring revenue project_revenue: 0 total_revenue: 0 ar_outstanding: 0 cash_position: 0 team: avg_utilization: "0%" team_size: 0 open_positions: 0 attrition_ytd: 0 growth: revenue_vs_last_month: "+0%" revenue_vs_last_year: "+0%" client_count: 0 net_revenue_retention: "0%" # Target: >110% ``` --- ## Phase 10: Edge Cases & Advanced ### Difficult Client Playbooks **The Scope Creeper:** - Set hard boundaries in writing at kickoff - Every request gets classified (see Phase 5) - Track cumulative "free" work — present data quarterly - If chronic: "We've absorbed $X in extra scope. Going forward, all additions go through change orders." **The Ghost:** - Missing reviews block YOUR team — lost productivity - After 48h silence: "Just checking in — we need your feedback on [X] to stay on schedule." - After 72h: "Heads up — without feedback by [date], the milestone will shift by [days]." - Build into contract: "Client delays extend timeline 1:1" **The Everything-Is-Urgent:** - Define urgent vs. important at onboarding - "We can prioritize this, but it means [other thing] moves to next week. Which matters more?" - If chronic: introduce an "expedite fee" (25-50% premium for rush work) **The Micromanager:** - Over-communicate proactively — they micromanage because they're anxious - Daily updates instead of weekly - Share your process: "Here's exactly how we'll approach this and when you'll see progress" - Give them a "status dashboard" they can check anytime ### Multi-Project Capacity Planning ```yaml capacity: total_team_hours_weekly: 0 billable_target_hours: 0 # total × 0.75 currently_committed: 0 available_hours: 0 projects: - name: "" hours_per_week: 0 weeks_remaining: 0 team_members: [] can_take_new_work: true/false # available > 20 hours next_availability: "YYYY-MM-DD" ``` ### Subcontractor Management When outsourcing parts of delivery: - **Never let the client communicate directly with subs** — you're the brand - **Mark up subcontractor rates 30-50%** — you provide the client, the brief, and the QC - **Pay subs within 7 days** of their invoice — builds loyalty - **NDA + non-compete** — prevent them poaching your clients - **Quality check everything** before it touches the client ### Remote/Async Operations - **Default to async** — meetings are expensive (multiple people × time × context switch) - **Document everything** — if it's not written, it didn't happen - **Time zone rules**: overlap minimum 3 hours with client; respond during THEIR business hours - **Weekly sync is sacred** — this is the one meeting that cannot be async - **SOPs for everything** — the person doing the work shouldn't need to ask how --- ## Natural Language Commands | Say | Agent Does | |-----|-----------| | "New lead from [company]" | Create lead qualification with BANT-S scoring | | "Write proposal for [project]" | Generate proposal using framework | | "Price this: [scope description]" | Run pricing calculator with 3-tier output | | "Onboard [client name]" | Generate onboarding checklist and welcome email | | "Weekly update for [client]" | Generate status update from project data | | "Client health check" | Score all active clients on health dimensions | | "Capacity check" | Show team utilization and available hours | | "Chase overdue invoices" | Generate appropriate follow-up for each aging bucket | | "QBR for [client]" | Generate quarterly review deck | | "Agency dashboard" | Compile weekly metrics from all sources | | "Scope creep alert" | List all unpriced change requests across projects | | "Growth plan" | Analyze current metrics and recommend next growth lever |


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