Skill: gitflopez/ai-automation-agency-kit (version 1.0.0)

# AI Automation Agency Starter Kit **Category:** Business / AI / Agency Building **Tier:** Premium **Version:** 1.0.0 **Author:** maxagent0x1 ## What This Skill Does Builds the complete launch system for an AI automation agency in 4 prompts — from positioning and niche selection through client acquisition, service packaging, and delivery playbooks. AI automation is the fastest-growing service category of 2025-2026. Businesses are spending $5K-$50K to automate workflows they can't build themselves. This skill gives freelancers and consultants the complete agency infrastructure to capture that market in under a week. ## The 4 Prompts ### Prompt 1 — Agency Positioning & Niche Selector (FREE) Input: your background, current skills, target industry, desired income Output: - Top 3 niche recommendations with demand score, competition score, and average project value - Agency positioning statement (one-sentence, two-sentence, and elevator pitch versions) - 3 core service descriptions (plain English, no jargon) - Differentiation hook: why YOUR agency vs. a generalist - 30-second cold intro script for phone/video ### Prompt 2 — Service Packaging & Pricing Guide Input: chosen niche, skill level, target client size, local vs. remote Output: - 3-tier productized service menu (Starter / Growth / Enterprise) with scope, deliverables, timeline, and price for each - Proposal template (executive summary, problem statement, solution overview, deliverables, timeline, investment, next steps) - Pricing psychology guide: anchoring, value framing, ROI projection formula - Rate justification script for "that's too expensive" objections - Upsell path: retainer model framing and monthly maintenance pricing - Contract scope definition (what's in, what's out) to prevent scope creep ### Prompt 3 — Client Acquisition System Input: chosen niche, agency name, LinkedIn URL, local market Output: - LinkedIn profile optimization checklist (headline formula, about section, featured section, banner brief) - 5-message LinkedIn DM sequence: connection request → value opener → case study → soft pitch → follow-up - Cold email sequence: 3-email drip (hook → proof → ask) with subject lines, bodies, and CTAs - Discovery call script: 12 questions, qualification framework (Budget / Authority / Need / Timeline), close script - 3 case study templates (before/after format) ready to fill with your first client results - 5 content post templates for LinkedIn to build authority (problem/solution, data insight, mini case study, myth bust, process reveal) - Outreach tracking system: CRM-free pipeline tracker (Notion table structure + status definitions) ### Prompt 4 — Delivery & Fulfillment Playbook Input: service type, primary tools used, client name and industry Output: - Client onboarding sequence: welcome email, questionnaire (15 questions), kickoff call agenda, shared folder structure - Project documentation template: scope document, change order form, progress update format - 3-phase delivery framework: Discovery → Build → Launch, each with owner, deliverables, and sign-off gate - Standard Operating Procedures (SOP) pack: 5 reusable SOPs for common AI automation tasks (Zapier/Make workflow, data pipeline, chatbot deployment, report automation, email automation) - Results reporting template: before/after metrics, ROI calculation, testimonial request email - Offboarding + retention system: project close email, 30-day check-in, retainer pitch script, referral ask ## Worked Example **Agency:** NV Tech Automation (Marcus Rivera, IT Director turned consultant, Las Vegas) **Niche:** Operations automation for Las Vegas hospitality and casino-adjacent businesses **Target client:** 50-500 employee hospitality companies spending $200K+/year on manual data entry and reporting **Prompt 1 Output:** - Niche selected: Hospitality Operations Automation (demand: 9/10, competition: 3/10, avg project: $8,500) - Positioning: "NV Tech Automation helps Las Vegas hospitality companies eliminate manual reporting and cut operational overhead by 40% using no-code AI tools — without hiring a developer." - Core services: Automated Daily Reporting, Reservation & Inventory Workflow Automation, Staff Communication Workflows - Differentiation: 15 years IT operations + Las Vegas hospitality network **Prompt 2 Output:** - Starter tier: Single workflow automation, $1,500, 2-week delivery - Growth tier: Full ops workflow package (5 automations), $5,500, 4-week delivery - Enterprise tier: Department-wide automation system + 3-month retainer, $14,500, 8-week delivery - Proposal template: Complete 6-section document, ready to customize - Objection script for "$5,500 is a lot": ROI bridge — "If this saves your ops manager 15 hours per week, that's $23,400/year at $30/hour. You break even in 3 months." **Prompt 3 Output:** - LinkedIn headline: "Helping Las Vegas hospitality ops teams cut reporting time by 40% | AI Automation Consultant" - 5-message DM sequence targeting F&B directors and hotel ops managers - Discovery call script with BANT qualification - 3 LinkedIn post templates: "The $23K spreadsheet problem Las Vegas hotels ignore", "How I automated 15 hours of weekly reporting in 4 days", "5 signs your ops team is drowning in manual work" **Prompt 4 Output:** - Full onboarding sequence for Resort X — welcome email, 15-question discovery questionnaire, kickoff agenda - 3-phase delivery plan: Week 1-2 discovery, Week 2-3 build (Zapier workflows + Google Sheets reporting), Week 4 launch + training - SOP pack: Zapier multi-step workflow SOP, Google Sheets auto-populate SOP, Slack alert integration SOP - Results report: Before (15 hrs/week manual), After (2 hrs/week), ROI: 40% time savings = $19,200/year - Retainer pitch: "$750/month for monitoring, updates, and 2 new automations per quarter" ## Monetization Path - DFY at $197/kit: 30 min per order on Fiverr/Upwork - Agency bundle: $397 with "Agency in a Day" workshop recording - White-label: $497 for agency owners to resell to their own clients - Consulting upsell: kit buyer → $500 strategy session → $5K implementation ## Competitive Analysis No existing ClawHub skill targeting AI automation agency launch/build. Adjacent: freelance/consulting skills are generic (no AI focus). AI-specific skills focus on using tools, not building an agency. Clear gap. ## Tags ai-automation, agency-building, freelancing, consulting, workflow-automation, zapier, make, no-code, client-acquisition, service-packaging, productized-services, passive-income

path: examples/marcus-nv-tech-automation.md
content: # Worked Example: NV Tech Automation

**Agency Owner:** Marcus Rivera  
**Background:** 15 years IT operations, Las Vegas  
**Niche:** Hospitality operations automation  
**Target client:** 50-300 employee hotels and resort-adjacent businesses  
**Tools:** Zapier, Make, Google Workspace, Airtable  

---

## Prompt 1 Output — Positioning & Niche Selection

**Top 3 Niches:**

1. **Hospitality Operations Automation** (Las Vegas)
   - Demand: 9/10 — 450+ hotels/resorts, nearly all running manual F&B and scheduling
   - Competition: 3/10 — no specialist agencies targeting Las Vegas hospitality ops
   - Avg project: $5,000–$15,000
   - Core pain: Ops managers waste 15-20 hrs/week reconciling PMS, POS, and spreadsheets
   - Marcus's edge: IT ops background + LV network + speaks hotel back-of-house language

2. **Property Management Automation** (Las Vegas/Nevada)
   - Demand: 7/10 — large rental market, most PMs still on manual lease/maintenance workflows
   - Competition: 5/10 — some national players but no local specialist
   - Avg project: $3,000–$8,000

3. **Casino-Adjacent Business Automation** (Gaming support vendors, F&B suppliers)
   - Demand: 8/10 — high-volume transaction businesses with complex reporting needs
   - Competition: 2/10 — very niche, almost no competition
   - Avg project: $8,000–$20,000

**Recommendation:** Hospitality Operations — best combination of demand, margin, and Marcus's background.

**Positioning Statement:**  
"NV Tech Automation helps Las Vegas hotels and resorts cut manual reporting and scheduling work by 40% using Zapier and Google Workspace — without hiring a developer or replacing your existing systems."

**30-Second Cold Intro:**  
"I help hotel operations teams in Las Vegas stop losing 15 hours a week to manual data work. I build automations using the tools your team already has — Zapier, Google Sheets, your PMS — so your ops manager gets their mornings back. I've spent 15 years in IT operations and I know exactly how hotel back-of-house systems talk to each other, or don't."

**Core Services:**
1. Daily Operations Dashboard Automation — automatically pulls nightly numbers from PMS and POS into a live Google Sheets dashboard. GM sees everything at 7AM without anyone touching a keyboard.
2. Staff Scheduling & Call-Out Alerts — automates shift change notifications and fill requests via Slack/SMS. No more phone trees when someone calls out at 5AM.
3. Vendor Invoice Routing — routes incoming invoices to the right approver, tracks status, sends payment reminders. Accounting team stops chasing paper.

---

## Prompt 2 Output — Service Packages

**Starter: Single Workflow Automation — $1,500**  
For: Hotels with one specific painful manual process they want eliminated  
Includes: 1 Zapier/Make workflow (up to 5 steps), 1 Google Sheets output, 1-hour training, 30-day bug fix  
Timeline: 10 business days  
Best for: First-time automation buyer wanting proof before bigger investment

**Growth: Ops Automation Package — $5,500**  
For: Ops managers losing 10+ hours/week to data reconciliation and manual reporting  
Includes: 5 workflows (up to 8 steps each), 1 automated multi-source dashboard, staff training session, 60-day support  
Timeline: 4 weeks  
Best for: 50-200 room property with multiple data systems that don't talk to each other

**Enterprise: Department Automation System — $14,500 + $750/month**  
For: Properties wanting to automate an entire department's data flow  
Includes: Up to 15 workflows, custom dashboard, API integrations, staff training program, monthly retainer  
Timeline: 8 weeks  
Best for: Large properties or multi-property groups with dedicated ops team

**ROI Example for a 150-room hotel (Growth package pitch):**  
"Your ops manager spends 2 hours/day on manual reports. At $28/hour loaded cost, that's $14,560/year. We automate 70% of it — saving $10,192/year. The $5,500 package pays for itself in 6.5 months. Year 2 is pure savings."

---

## Prompt 3 Output — Client Acquisition (condensed)

**LinkedIn Headline:**  
"Helping Las Vegas hotels cut manual reporting by 40% with Zapier automation | IT Operations Consultant | 15 yrs ops background"

**DM Sequence (Message 2 — Value Opener):**  
"Hey [Name] — noticed you're managing ops at [Hotel]. Quick question: is your team still pulling nightly F&B numbers manually into a spreadsheet, or have you automated that yet? Asking because I'm seeing that eat 90+ minutes/day for most mid-size properties here in Vegas — curious if it's a pain point for you too."

**DM Sequence (Message 4 — Soft Pitch):**  
"[Name] — I just finished an automation for a 200-room property on the Strip that cut their ops manager's morning report from 2 hours to 15 minutes. Happy to walk you through exactly what we built if you want to see what's possible — no pitch, just a 20-minute look. Worth a call this week?"

**Discovery Call Question #4:**  
"If I could eliminate that morning reconciliation completely — what would your ops manager do with those 2 hours? Is there something important that keeps getting pushed because they're stuck doing this instead?"  
*(Listen for: strategic priorities, staffing frustrations, revenue opportunities being missed)*

---

## Prompt 4 Output — Delivery Playbook (condensed)

**Client: Desert Palms Suites, 180-room property, Las Vegas Strip**  
**Project:** Nightly F&B reconciliation + scheduling alerts, $5,500, 4 weeks

**Welcome Email (key excerpt):**  
"Welcome to NV Tech Automation, Sarah — really looking forward to what we're about to build. By week four, your ops manager's morning reconciliation is going to take 15 minutes instead of two hours. Here's exactly what happens between now and then..."

**Discovery Questionnaire (key questions):**  
- Q7: List every system the nightly F&B data touches, in order. (POS → ?)
- Q9: What's the error-prone step — where do mistakes usually happen?
- Q12: What does a "successful project" look like to you personally in 60 days?

**Phase 2 Build Plan:**  
Week 2: Build and test Workflow 1 (POS → Sheets) + Workflow 2 (PMS → Sheets)  
Week 3: Dashboard automation + scheduling alert workflows 3-5  
Sign-off gate: All 5 workflows run clean in test mode; dashboard shows correct 7-day history; client can log in and see live data

**Results Report:**  
Before: 2 hrs/day manual reconciliation, 3 errors/week average, ops manager starts day reactive  
After: 12 min/day (automated pull + review), 0 manual errors, GM dashboard live by 6:30AM  
ROI: $14,560/year in labor cost → saved $10,192/year → breakeven in 6.5 months → Year 2 net: +$4,692

**Retainer Close:**  
"Sarah, you've invested $5,500 in these automations. The monitoring tier at $300/month means I catch errors before they become problems and handle small updates as your POS or PMS changes. Given how much your ops manager's workflow now depends on these, it's cheap insurance. Want me to set that up for the first 3 months?"


path: package.json
content: {
  "name": "ai-automation-agency-kit",
  "version": "1.0.0",
  "description": "ClawHub skill: ai-automation-agency-kit",
  "license": "MIT-0",
  "main": "SKILL.md",
  "author": "max_0x1",
  "clawhub": {
    "skill": true,
    "category": "ai-tools",
    "price": 29,
    "currency": "USD",
    "pricingModel": "one-time",
    "prompts": 4,
    "freePrompts": 1,
    "freePrompt": "prompts/prompt1-positioning-niche-selector.md"
  }
}

path: prompts/prompt1-positioning-niche-selector.md
content: # Prompt 1 — Agency Positioning & Niche Selector (FREE)

## Purpose
Help the user identify their best AI automation niche and craft a sharp agency positioning statement before they invest in marketing or outreach.

---

## The Prompt

```
You are an AI automation agency consultant helping a new agency owner find their best niche and build their positioning.

My background:
[DESCRIBE YOUR CURRENT SKILLS AND WORK HISTORY — e.g., "10 years in IT operations, built Zapier automations for internal teams, familiar with Python basics"]

Industries I have connections or experience in:
[LIST 2-3 INDUSTRIES — e.g., "healthcare admin, real estate, hospitality"]

Tools I'm comfortable with (or willing to learn):
[LIST TOOLS — e.g., "Zapier, Make, ChatGPT API, Google Sheets, Airtable"]

My target income goal (monthly):
[INCOME GOAL — e.g., "$8,000/month within 6 months"]

My preferred client size:
[CLIENT SIZE — e.g., "small businesses 10-50 employees" or "mid-market 50-500 employees"]

My location and whether I want to work locally vs. remote:
[LOCATION + PREFERENCE — e.g., "Las Vegas, open to both local and remote"]

Based on this, give me:

1. TOP 3 NICHE RECOMMENDATIONS
For each niche:
- Niche name (specific, not generic — "hospitality operations automation" not "automation")
- Demand score (1-10) with 2-sentence justification
- Competition score (1-10, lower = less saturated, 10 = very crowded)
- Average project value range
- Typical client pain point in one sentence
- Why YOUR specific background gives you an edge here

2. RECOMMENDED NICHE (pick the best one)
- Explain why this niche wins given my specific profile
- Identify the single most painful problem this market has that automation solves

3. AGENCY POSITIONING STATEMENT
Three versions:
- One sentence (for bio/tagline): "[Agency name] helps [niche] [achieve outcome] using [method] — without [pain/risk]."
- Two sentences (for website headline + subhead)
- 30-second elevator pitch (natural spoken language, not corporate, about 75 words)

4. THREE CORE SERVICE DESCRIPTIONS
For each of the top 3 automation services that match this niche:
- Service name
- Plain-English description (no jargon, 2 sentences)
- Who needs it most (job title of buyer)
- One-sentence value statement

5. DIFFERENTIATION HOOK
In 2-3 sentences: why YOUR agency vs. a generalist AI agency or hiring a developer

6. COLD INTRO SCRIPT (30 seconds)
For use at networking events or the start of a discovery call — natural, confident, not salesy
```

---

## Example Input

Background: 15 years IT operations, automated internal reporting with Zapier and Power Automate, managed 3-person ops team  
Industries: Hospitality, property management, light manufacturing  
Tools: Zapier, Make, Google Workspace, Airtable, basic Python  
Income goal: $10,000/month  
Client size: 50-300 employees  
Location: Las Vegas, NV — open to local and remote

## Example Output (condensed)

**Top Niche: Hospitality Operations Automation**  
Demand: 9/10 — Las Vegas has 450+ hotels/resorts, most still running manual F&B reports and scheduling  
Competition: 3/10 — Few agencies target hospitality specifically  
Avg project: $5,000-$15,000  
Core pain: Ops managers waste 10-20 hrs/week reconciling manual data across PMS, POS, and spreadsheets  
Your edge: IT ops background means you speak the language of hotel back-of-house; they don't need to explain their tech stack

**Positioning:** "NV Tech Automation helps Las Vegas hospitality companies cut manual reporting by 40% using Zapier and Make — without hiring a full-time developer."

**Core Services:**
1. Daily Operations Dashboard Automation — Auto-pulls data from PMS and POS into a live Google Sheets dashboard. Ops directors stop their morning copy-paste ritual.
2. Staff Scheduling & Alerts Workflow — Automates schedule changes, call-out notifications, and shift fill requests via Slack/SMS. No more phone tag.
3. Guest Feedback Pipeline — Routes review data from 5 platforms into one tracker, flags negative reviews for same-day response. Front desk managers stay ahead of reputation damage.


path: prompts/prompt2-service-packaging-pricing.md
content: # Prompt 2 — Service Packaging & Pricing Guide

## Purpose
Create a complete productized service menu, proposal template, and pricing system that converts prospects into paying clients at the right price point.

---

## The Prompt

```
You are an agency pricing consultant helping an AI automation agency build their service packages and proposal system.

My agency:
Agency name: [AGENCY NAME]
Niche: [YOUR NICHE — e.g., "hospitality operations automation, Las Vegas"]
My skill level: [BEGINNER / INTERMEDIATE / ADVANCED]
Target client size: [e.g., "50-300 employees"]
Working style: [LOCAL / REMOTE / HYBRID]
My hourly value target: [e.g., "$150/hour"]

Core services I offer (from Prompt 1):
[LIST YOUR 3 SERVICES]

Build me a complete service packaging and pricing system:

1. THREE-TIER PRODUCTIZED SERVICE MENU
For each tier (Starter / Growth / Enterprise):
- Tier name and positioning tagline (who it's for, in one phrase)
- Exactly what's included (bullet list, specific deliverables)
- What's explicitly NOT included (prevents scope creep)
- Timeline from signed contract to delivery
- Price (flat fee, not hourly)
- Ideal client profile (size, pain level, urgency)
- Upsell path to the next tier

2. PROPOSAL TEMPLATE
Full 6-section proposal I can send as a Google Doc or PDF:
Section 1: Executive Summary (3-4 sentences, mirrors their words back)
Section 2: The Problem (what they're losing in time and money today)
Section 3: Our Solution (how your 3 services address the specific pain)
Section 4: Deliverables & Timeline (phase-by-phase, each with week number and owner)
Section 5: Investment (present all 3 tiers, recommend one, explain the selection)
Section 6: Next Steps (specific: "Reply to this email by [date] to hold your spot")

3. PRICING PSYCHOLOGY GUIDE
- Anchoring technique: how to present the 3 tiers so the middle tier gets chosen most
- Value framing script: 3-sentence formula to express ROI, not features
- ROI projection template: fill-in-the-blanks formula to calculate client savings
- "What does it cost to NOT do this?" reframe (use before they push back on price)

4. OBJECTION HANDLING SCRIPTS
For each of the 3 most common objections:
- "That's too expensive" — full reframe script (5-7 sentences)
- "We can build it in-house" — competitive positioning response
- "We need to think about it" — urgency and loss-aversion close

5. RETAINER MODEL FRAMING
- How to present a monthly retainer after project delivery
- Suggested retainer tiers (Monitoring / Active / VIP) with pricing and what's included
- Retainer pitch email template (send at project close)

6. CONTRACT SCOPE DEFINITION
- Standard inclusions list (what every project includes)
- Standard exclusions list (what's always out of scope)
- Change order trigger definition (what constitutes a new request)
- One-paragraph change order language to add to your contracts
```

---

## Example Output (condensed)

**Starter Tier — "First Automation" ($1,500 flat)**  
For: Businesses doing one painful manual process that they know needs fixing  
Includes: 1 Zapier/Make workflow (up to 5 steps), 1 Google Sheets dashboard, 1-hour training session, 30-day bug fix guarantee  
Excludes: API integrations requiring custom code, ongoing monitoring  
Timeline: 10 business days  
Upsell: "Once you see the time savings, most clients want to automate 3-5 more workflows — that's the Growth package."

**Growth Tier — "Ops Automation Package" ($5,500 flat)**  
For: Operations managers with 10+ hours/week of manual reporting or data moving  
Includes: 5 workflows (up to 8 steps each), 1 automated dashboard, staff training, 60-day support  
Ideal client: Hotel/resort with 50-200 employees, ops manager drowning in daily reconciliations  

**Enterprise Tier — "Department Automation System" ($14,500 + $750/month)**  
For: Companies wanting to automate an entire department's data flow  
Includes: Up to 15 workflows, custom dashboard, API integrations, staff training program, monthly retainer  

**ROI Projection Formula:**  
"Your team spends [X hours/week] on [task]. At [average salary of person doing it], that's $[X * salary * 52] per year in labor cost. Our automation reduces that time by 70%, saving $[0.7 * annual cost] in year one. The project pays for itself in [project cost / monthly savings] months."


path: prompts/prompt3-client-acquisition-system.md
content: # Prompt 3 — Client Acquisition System

## Purpose
Generate the full outreach and pipeline infrastructure to land the first 3 clients without a marketing budget.

---

## The Prompt

```
You are a B2B sales strategist specializing in service agency client acquisition. Help me build a complete client acquisition system for my AI automation agency.

My agency:
Agency name: [AGENCY NAME]
Niche: [YOUR NICHE]
Location: [CITY/STATE]
LinkedIn URL: [YOUR LINKEDIN URL or "not yet set up"]
Target client job title: [e.g., "Operations Director, Hotel General Manager, Property Manager"]
Average project value: [e.g., "$5,500"]
My current network size (estimated): [e.g., "200 LinkedIn connections, 50 local business contacts"]

Build me a complete client acquisition system:

1. LINKEDIN PROFILE OPTIMIZATION CHECKLIST
- Headline formula with fill-in-the-blanks (include outcome + niche + method)
- About section: opening hook (first 3 lines visible before "see more"), full body (problem → credibility → proof → CTA), character count check
- Featured section: 3 content pieces to pin (with titles and formats)
- Banner brief: dimensions, headline, sub-text, visual direction
- 5-post content strategy: post titles + first line for each to maximize reach

2. FIVE-MESSAGE LINKEDIN DM SEQUENCE
For each message:
- When to send it (Day 1 / Day 3 / Day 7 / Day 14 / Day 21)
- Full message text (under 150 words, natural tone)
- Goal of this message
- What to do if they respond at this stage

Message 1: Connection request note (under 300 characters)
Message 2: Value-first opener (no pitch — share insight or ask genuine question)
Message 3: Proof message (mini case study, 3-4 sentences)
Message 4: Soft pitch (one-paragraph, offer one specific thing)
Message 5: Final follow-up (short, honest, no pressure)

3. COLD EMAIL SEQUENCE
Three-email drip for cold outreach to businesses in your niche:
Email 1: The Hook (subject line + 150-word body — lead with their pain, not your service)
Email 2: The Proof (send 3-5 days later — brief case study or specific result, ask for 15 minutes)
Email 3: The Ask (send 7 days after Email 2 — direct and short, easy yes/no)

For each email: subject line, preview text, full body, CTA.

4. DISCOVERY CALL SCRIPT
Full 45-minute script:
- Opening (2 min): rapport + agenda setting
- Discovery questions (20 min): 12 questions in 4 categories:
  * Current state (what are they doing today?)
  * Pain quantification (how much time/money is this costing?)
  * Motivation (why now, why not last year?)
  * Decision process (who else is involved, what does yes look like?)
- BANT qualification: how to score Budget / Authority / Need / Timeline during the call
- Transition to proposal (5 min): how to summarize their problem in their words before presenting
- Close script (5 min): how to ask for the next step without pressure
- Post-call follow-up email template (send within 1 hour)

5. THREE CASE STUDY TEMPLATES
For each template (Before/After format):
- Client description (niche, size — no names required)
- The Problem section (their exact situation, quantified)
- The Solution section (what you built, in plain English)
- The Result section (time saved, cost saved, or revenue gained)
- One pull-quote template

6. FIVE LINKEDIN CONTENT POST TEMPLATES
For each post: title, opening hook (first line), structure, CTA
Post types: problem awareness, data insight, mini case study, myth bust, process reveal

7. OUTREACH PIPELINE TRACKER (Notion or spreadsheet structure)
- Column definitions for each stage
- Stage names and definitions (Identified / Reached / Responded / Qualified / Proposed / Closed / Lost)
- Weekly tracking ritual (30-minute Friday review)
- KPI targets for first 90 days (outreach volume, response rate, calls booked, close rate)
```

---

## Example Output (condensed)

**LinkedIn Headline Formula:**  
"Helping [niche] [achieve outcome] with [method] | [location] | [trust signal]"  
Example: "Helping Las Vegas hospitality ops teams cut reporting time by 40% with Zapier automation | IT automation consultant | 15 years ops background"

**DM Sequence — Message 1 (Connection Request):**  
"Hi [Name] — I work with Las Vegas hospitality ops teams on cutting manual reporting time. Saw you're at [Hotel/Company] — would love to connect."

**DM Sequence — Message 3 (Proof):**  
"Quick update — helped a 150-room Las Vegas hotel automate their nightly F&B reconciliation last month. Cut the ops manager's morning routine from 2 hours to 15 minutes. Happy to share how if it's relevant to what you're dealing with."

**Discovery Question Example:**  
"Walk me through a typical Monday morning for your ops team — what does the first hour look like before you hit your stride?"  
(Listen for: manual data pulls, email ping-pong, copy-paste from one system to another)

**90-Day KPI Targets:**  
- Outreach: 10 new contacts/week (LinkedIn + email combined)
- Response rate target: 20% (2 replies per 10 outreaches)
- Discovery calls: 2/week by month 2
- Close rate: 25% of discovery calls (1 client per 4 calls)
- Revenue target: $15,000-$22,000 in 90 days


path: prompts/prompt4-delivery-fulfillment-playbook.md
content: # Prompt 4 — Delivery & Fulfillment Playbook

## Purpose
Build the complete operational infrastructure to deliver projects professionally, get great testimonials, and set up recurring retainer revenue.

---

## The Prompt

```
You are an agency operations consultant. Help me build a complete delivery and fulfillment playbook for my AI automation agency.

My agency:
Agency name: [AGENCY NAME]
Primary tools I use: [e.g., "Zapier, Make, Google Workspace, Airtable, Slack"]
My niche: [YOUR NICHE]

Current client:
Client name: [CLIENT NAME or "Client A" for the template]
Client industry: [INDUSTRY]
Project type: [e.g., "operations reporting automation, 5 workflows"]
Contract value: [$AMOUNT]
Start date: [DATE]
Agreed timeline: [e.g., "4 weeks"]

Build me a complete delivery playbook:

1. CLIENT ONBOARDING SEQUENCE
a) Welcome email (send same day as signed contract):
   - Warm opener (specific to their company)
   - What happens next (numbered, 5 steps)
   - What you need from them in the first 48 hours
   - Calendly/booking link for kickoff call
   - P.S. with one reassurance sentence

b) Discovery questionnaire (15 questions in 4 sections):
   Section 1: Business context (company size, team structure, key stakeholders)
   Section 2: Current process (step-by-step of what's being automated, who does it, how long it takes)
   Section 3: Tools and access (every system we'll touch, who has admin access)
   Section 4: Success definition (what does "done well" look like to them?)

c) Kickoff call agenda (60 minutes):
   - Min 0-5: introductions + tone setting
   - Min 5-20: problem walkthrough (let them talk)
   - Min 20-40: solution walkthrough (you present the plan)
   - Min 40-55: access and logistics (accounts, credentials, shared drive)
   - Min 55-60: next steps and weekly check-in schedule

d) Shared folder structure (Google Drive or Notion):
   - Folder names and what goes in each
   - File naming convention
   - Permission levels (client view vs. edit)

2. PROJECT DOCUMENTATION TEMPLATES
a) Scope of Work document:
   - Project overview (2 paragraphs)
   - Deliverables list (numbered, specific)
   - Out of scope list (numbered, specific)
   - Timeline with milestones
   - Acceptance criteria (how you both know it's done)
   - Signature block

b) Change Order Form:
   - Request description
   - Why it falls outside original scope
   - Additional time required
   - Additional cost
   - Impact on existing timeline
   - Client signature line

c) Weekly Progress Update Format (email template, send every Friday):
   - Completed this week (bullets)
   - In progress (bullets with % complete)
   - Blocked / waiting on client (bullets with specific ask)
   - Next week plan (bullets)
   - Any decisions needed before Monday

3. THREE-PHASE DELIVERY FRAMEWORK
For each phase (Discovery / Build / Launch):
- Duration (weeks)
- Owner (you vs. client)
- Deliverables list
- Sign-off gate (what the client approves before next phase starts)
- Common mistakes to avoid in this phase

Phase 1 — Discovery (Week 1-2)
Phase 2 — Build (Week 2-3)
Phase 3 — Launch & Training (Week 4)

4. SOP PACK — 5 STANDARD OPERATING PROCEDURES
For each SOP, write a complete step-by-step document:

SOP 1: Multi-Step Zapier Workflow Setup
SOP 2: Google Sheets Auto-Populate Dashboard
SOP 3: Slack/Email Alert Integration
SOP 4: Scheduled Report Automation (daily/weekly digest)
SOP 5: Data Pipeline Between Two Systems (e.g., CRM → Sheets → Airtable)

Each SOP format:
- Purpose (one sentence)
- Prerequisites (access, accounts, data)
- Step-by-step instructions (numbered, include screenshots note)
- Testing checklist (5 steps to verify it works)
- Common errors and fixes
- Maintenance notes (what to check monthly)

5. RESULTS REPORTING TEMPLATE
End-of-project report for client:
- Project overview (what was built)
- Before state (quantified — hours/week, error rate, etc.)
- After state (quantified — new time, error reduction)
- ROI calculation (formula + filled example)
- Screenshots of live workflows
- Recommendations for next phase (2-3 ideas)
- Testimonial request section (specific, easy, not generic)

6. OFFBOARDING + RETENTION SYSTEM
a) Project close email (send day of final delivery):
   - Celebrate the win (specific results from the results report)
   - Provide everything: links, credentials, documentation folder
   - Set expectation for 30-day check-in
   - Plant the seed for next project (one natural sentence, not a pitch)

b) 30-day check-in email:
   - How is everything running?
   - One value-add: share something they can use
   - Soft retainer offer: "If you want me keeping an eye on the automations..."

c) Retainer pitch script (after 30-day check-in or at project close):
   - Monitoring tier ($300/month): error alerts, monthly review, 2 minor updates
   - Active tier ($750/month): monitoring + 5 new workflow updates + priority response
   - VIP tier ($1,500/month): monitoring + unlimited updates + new project each quarter
   - How to frame: "You've invested $X in automations — makes sense to protect that."

d) Referral ask email (send at 30-day check-in if results are strong):
   - Specific, easy ask
   - Give them the exact words to use when referring you
   - Offer incentive if appropriate (one month free, gift card)
```

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## Example Output (condensed)

**Welcome Email Opening:**  
"Welcome to the team, Marcus — really looking forward to what we're building together at NV Tech Automation. Your ops team is about to get 15 hours per week back. Here's what happens next..."

**Discovery Questionnaire — Process Section:**  
Q6: Walk me through the nightly F&B reconciliation from start to finish — what's the first action and what's the last?  
Q7: Which systems are involved? (POS, PMS, spreadsheet name, email?)  
Q8: Who does this task today, and what happens if they're out sick?  
Q9: What's the most error-prone step — where do mistakes usually happen?

**Phase 2 Build Sign-off Gate:**  
"Before moving to Launch, client approves: (1) all workflows run in test mode with no errors, (2) dashboard shows correct data for past 7 days, (3) client admin credentials are transferred and tested."

**Retainer Pitch:**  
"You've invested $5,500 in these five automations. The monitoring tier at $300/month means I catch any errors before they become problems, handle small updates as your business changes, and check in monthly to make sure everything's still running clean. Most clients find it pays for itself the first time something breaks before they'd have noticed."


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