"I charged $500 and worked a week"
No scoping framework means you underquote, overdeliver, and burn out. Your effective hourly rate? Under $10.
For AI Automation Agencies
Stop running your agency from scattered Google Docs
SOPs, proposals, contracts, CRM, client portals, and financial tracking — one Notion workspace, ready in 30 minutes.
Active
ChatBot — Realtex CRM
$8,500
Scoping
n8n Workflow — FinLedger
$5,200
Lead
Voice Agent — MediCall
$12,000
Sound familiar?
You build incredible automations for clients. Your own operations? Total chaos.
Client info is everywhere
API keys in Slack. Project notes in Google Docs. Invoices buried in email. You can't find anything when you need it.
Your client thinks you disappeared
No status update template means you forget to communicate. Clients get nervous. Trust erodes. Referrals vanish.
Shipped with bugs. Again.
No QA checklist means edge cases slip through. The Make.com scenario breaks at 3am. Your client calls, furious.
"Am I even profitable?"
No financial tracking means you don't know which projects make money and which ones silently drain you.
Reinventing every project
No SOPs means you start from scratch each time. Every chatbot build, every n8n workflow — like it's your first.
There's a better way to run this.
Side by side — what changes when you stop winging it.
Without a system
- Client info scattered across 5+ apps
- Scope every project from scratch
- Copy-paste proposals from old ones
- Forget to send status updates for weeks
- No QA — cross your fingers and ship
- Manual invoicing, forget to bill
- 40+ hours building your own system
- Every project feels like controlled chaos
With AI Agency OS
- Everything in one Notion workspace
- Scoping SOP with real hour estimates
- Proposal template — send in 20 min
- Email templates for every milestone
- Battle-tested QA checklist
- Revenue & expense tracking built in
- Set up in 30 minutes, not 40 hours
- Every project runs the same playbook
Everything you need. Nothing you don't.
6 modules covering every part of running an AI automation agency.
Module 01
Sales & Lead Management
- CRM database with pipeline views
- AI automation discovery call script
- Proposal template with ROI section
- Pricing calculator (Google Sheet)
- Follow-up email sequence (5 templates)
- Cold outreach templates
Module 02
Client Onboarding
- Onboarding checklist (8 steps)
- Welcome packet template
- Access & credentials tracker
- Kick-off meeting agenda
- Client intake questionnaire
Module 03
Project Delivery (SOPs)
- SOP: Scoping an AI project
- SOP: Running discovery sessions
- SOP: Building & documenting automations
- SOP: Internal QA before delivery
- SOP: Project handoff & training
- SOP: Handling change requests
Module 04
Client Communication
- Client portal template (shareable)
- Meeting notes database
- Status update email template
- Milestone / delay / completion emails
- Testimonial & referral ask templates
Module 05
Finance & Admin
- Revenue tracker (Google Sheet)
- Expense tracker with P&L
- Tool subscription tracker
- Service agreement template
- Retainer agreement template
- NDA template
Module 06
Growth & Knowledge Base
- Services menu (productized offerings)
- Case study template
- Automation process library
- Weekly review dashboard
6
SOPs with real examples
7
Connected databases
15+
Email templates
3
Google Sheet trackers
What you'll save
Build it yourself
$6,000+
40+ hours of research, writing,
and setup at $150/hr
and setup at $150/hr
vs
AI Agency OS
$449
Done for you. Set up in
30 minutes. Use today.
30 minutes. Use today.
That's 93% less than building it yourself — and you get a system built by operators who already made the mistakes.
Plus 3 bonuses included free
Already inside your purchase — no upsells, no add-ons.
Contract Templates
Service agreement, retainer agreement, NDA — ready to customize and send to clients.
Pricing Calculator
Google Sheet with hour estimates per project type and value-based pricing formulas built in.
AI Setup Assistant
Paste the included prompt into Claude or ChatGPT — it knows your entire workspace and walks you through setup step by step.
Real examples from inside the SOPs
Not generic advice — specific numbers, tools, and scenarios.
Scoping a chatbot project
A Make.com customer support chatbot takes 15-25h basic, 40-80h advanced. Always add 20% buffer — clients underestimate edge cases in their support flow.
QA before delivery
Edge cases tested? Error handling for API failures, timeouts, rate limits? Monitoring alerts set up? Documentation complete? Every project runs through the same 20-point checklist.
Handling scope creep
Client asks for "one more feature." Under 2 hours? Do it (builds goodwill). Over 2 hours? "Great idea — I can add it for $X, or we include it in phase 2."
Why this isn't just another Notion template
Generic templates give you empty databases. We give you the entire playbook.
| Feature | Generic agency templates ($49-179) | run/agency ($449) |
|---|---|---|
| Target audience | ✗ Any agency type | ✓ Built for AI automation agencies |
| SOPs with real data | ✗ Empty or generic advice | ✓ 6 SOPs with hours & pricing per project type |
| Google Sheet trackers | ✗ Not included | ✓ Pricing calculator + revenue + expenses |
| Contract templates | ✗ Not included | ✓ Service agreement, retainer, NDA |
| AI onboarding assistant | ✗ Not included | ✓ Paste into Claude/ChatGPT — knows your workspace |
| Tool-specific guidance | ✗ "Use an automation tool" | ✓ Make.com, n8n, Zapier, Voiceflow, Vapi |
| Discovery call script | ✗ Generic questions | ✓ AI automation-specific questions |
| QA checklist | ✗ Not included | ✓ Edge cases, API limits, error handling, GDPR |
One system. One price. Zero recurring.
Launch Price — Limited Time
The AI Agency OS
Complete operating system for AI automation agencies
$449
One-time payment · Lifetime access$599 launch pricing — goes up soon
- Complete Notion workspace (duplicate & go)
- 6 modules: sales → delivery → growth
- 6 battle-tested SOPs with real pricing & hours
- 15+ email templates for every situation
- 3 Google Sheet trackers (pricing, revenue, expenses)
- 3 contract templates (service, retainer, NDA)
- AI setup assistant — paste into Claude or ChatGPT
- All future updates included free
🛡️ 30-day money-back
⚡ Instant access
💳 One-time payment
🔄 Free updates
Questions? Answers.
Solo operators and small teams (1-5 people) running AI automation agencies. If you're building chatbots, workflow automations, or AI agents for clients using Make.com, n8n, Zapier, Voiceflow, or similar tools — this was built for you.
The opposite — it's perfect for beginners. The SOPs tell you exactly what to do step-by-step, from your first discovery call to project handoff. You'll look like you've been running an agency for years. We wish we had this when we started.
Nope. Everything works on Notion's free plan. You only need a paid plan if you share the workspace with 2+ team members. For solo operators, free is fine.
Absolutely. It's your workspace once you duplicate it. Change anything — add fields, remove sections, adjust templates to match your style. That's the whole point of Notion.
Generic templates say "estimate the hours based on complexity." We say "a Make.com chatbot takes 15-25 hours, add 8-12 for CRM integration, always add 20% buffer." Every SOP has specific project types, real pricing ranges, and actual tool names. Built by agency operators, not business coaches.
Full refund within 30 days, no questions asked. Email us, we refund. We'd rather you try it risk-free than wonder "what if."
Yes. The SOPs cover Make.com, n8n, Zapier, Voiceflow, Vapi, and more. The operational framework works regardless of which automation tools you use. It's tool-agnostic by design.
Build automations for clients.
Not spreadsheets for yourself.
Every day without a system is another day of scattered docs, missed follow-ups, and underpriced projects. 40+ hours of work, done for you in 30 minutes.
Get The AI Agency OS — $449One-time payment · Instant access · 30-day money-back guarantee