Built for AI Automation Agencies

Stop running your AI agency from scattered Google Docs

The complete operational system for AI automation agencies. SOPs, proposals, contracts, CRM, client portals, and financial tracking — all in one Notion workspace. Set up in 30 minutes.

Get The AI Agency OS →

One-time payment · No subscription · Instant access

Sound familiar?

Every AI agency operator hits these walls. You're not alone.

🔥

"I charged $500 and worked a week"

No scoping framework means you underquote, overdeliver, and burn out. Your effective hourly rate? Under $10.

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Client info is everywhere

API keys in Slack, project notes in Google Docs, invoices in email. You can't find anything when you need it.

😶

"The client thinks I disappeared"

No status update template means you forget to communicate. Clients get nervous. Trust erodes.

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Shipped with bugs. Again.

No QA checklist means edge cases slip through. The automation breaks at 3am. Client calls, furious.

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"Am I even profitable?"

No financial tracking means you don't know which projects make money and which ones drain you.

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Reinventing every project

No SOPs means you start from scratch each time. Every project feels like the first one.

There's a better way.

❌ Without a system

  • Client info in 5+ different apps
  • Scope every project from scratch
  • Copy-paste proposals from old ones
  • Forget to send status updates
  • No QA process — hope it works
  • Manual invoicing, forget to bill
  • 40+ hours to build your own system
  • Every project feels chaotic

✓ With AI Agency OS

  • Everything in one Notion workspace
  • Scoping SOP with real hour estimates
  • Proposal template — fill in the blanks
  • Email templates for every situation
  • Battle-tested QA checklist
  • Revenue & expense tracking built in
  • Set up in 30 minutes, not 40 hours
  • Every project runs the same way

Everything you need. Nothing you don't.

6 modules covering every part of running an AI agency.

Module 1

📊 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 sequences (5 templates)
  • Cold outreach templates
Module 2

🤝 Client Onboarding

  • Onboarding checklist (8 steps)
  • Welcome packet template
  • Access & credentials tracker
  • Kick-off meeting agenda
  • Client intake questionnaire
Module 3

⚙️ 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 4

💬 Client Communication

  • Client portal template (share with clients)
  • Meeting notes database
  • Status update email template
  • Milestone / delay / completion emails
  • Testimonial & referral ask templates
Module 5

💰 Finance & Admin

  • Revenue tracker (Google Sheet)
  • Expense tracker with P&L
  • Tool subscription tracker
  • Service agreement template
  • Retainer agreement template
  • NDA template
Module 6

📈 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

🎁 Plus 3 bonuses included free

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Contract Templates

Service agreement, retainer agreement, NDA — ready to customize and send to clients.

🧮

Pricing Calculator

Google Sheet with built-in hour estimates per project type + value-based pricing formulas.

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Video Walkthrough

5-minute setup guide showing exactly how to customize the workspace for your agency.

The AI Agency OS

Complete operating system for AI automation agencies

€399

One-time payment · Lifetime access · No subscription
€599 — Launch price (limited time)

  • Complete Notion workspace (duplicate & go)
  • 6 modules covering 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)
  • Video walkthrough for quick setup
  • All future updates included free
Get Instant Access →

🛡️ 30-day money-back guarantee. Not happy? Full refund, no questions.

Questions? Answers.

Who is this for?

Solo operators and small teams (1-5 people) running AI automation agencies — people building chatbots, workflow automations, and AI agents for clients using Make.com, n8n, Zapier, Voiceflow, etc.

I'm just starting my agency. Is this too advanced?

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.

Do I need a paid Notion plan?

No. Everything works on Notion's free plan. You only need a paid plan if you want to share the workspace with 2+ team members.

Can I customize it?

Absolutely. It's YOUR workspace once you duplicate it. Change anything — add fields, remove sections, adjust templates to match your style.

How is this different from generic agency templates?

Generic templates say "estimate the hours based on complexity." We say "a Make.com chatbot takes 15-25 hours, add 8-12 hours for CRM integration, always add 20% buffer." Every SOP has specific project types, real pricing, and actual tool names.

What if I don't like it?

Full refund within 30 days, no questions asked. We handle refunds through Lemon Squeezy — you email, we refund. Simple.

Can I use this if I build with [specific tool]?

Yes. The SOPs and templates cover Make.com, n8n, Zapier, Voiceflow, Vapi, and more. The operational framework works regardless of which tools you build with.

Build automations for clients.
Not spreadsheets for yourself.

40+ hours of work, done for you in 30 minutes. Set up today, close your next client tomorrow.

Get The AI Agency OS — €399 →