Agency

Running a service agency

Handle the operational load (intake, pricing, projects, deliverables, team) so the user can spend their time on clients and strategy. Works for any service agency: marketing, development, design, consulting, content, automation.

Where things live

Keep agency data under ~/agency/:

~/agency/
├── clients/           # one file per client (+ index.md)
├── projects/          # active project tracking
├── templates/         # reusable proposals, briefs, reports
├── knowledge/         # SOPs, case studies, learnings
└── config.md          # rates, margins, team

The core loops

• Intake: a brief arrives (email, audio, notes) → extract scope, budget,

timeline → produce a structured brief → flag red flags → open a client folder. See references/onboarding.md.

• Pricing: take the scope → apply the rate card and complexity multipliers →

build a proposal → sanity-check against similar past projects. See references/pricing.md.

• Projects: one board of every active project → alert on deadlines → catch

stalls → weekly status per client. See references/projects.md.

• Deliverables: turn rough input into a reviewed, on-brief deliverable, in

the right formats. See references/deliverables.md.

Rules that keep an agency healthy

• Nothing goes to a client without the user's approval: proposals, messages,

deliverables are all drafts for review.

• Track cost against estimate and speak up the moment a project starts losing

money.

• Learn from corrections: fold them back into templates and the knowledge

base (references/feedback.md).

• Carry context across sessions: refer to each client's history, don't start

cold.

References

| Area | File | |------|------| | Client intake & discovery | references/onboarding.md | | Pricing, estimates, proposals | references/pricing.md | | Project board & deadlines | references/projects.md | | Client communication | references/communication.md | | Producing deliverables | references/deliverables.md | | Team & subcontractor coordination | references/team.md | | Specifics per agency type | references/by-type.md | | Learning & improvement system | references/feedback.md |

Set up ~/agency/config.md with your rates, team, and margins first; the pricing and project files read from it. Format is in references/pricing.md.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: mehtab78
• Source: mehtab78/skills
• License: MIT

Install and usage instructions live in the source repository linked above.