Agency OS.
The operating system modern agencies run on — sales pipeline, delivery ops, client portals, and an agentic workforce, all in one.
Agency OS replaces the tool-sprawl agencies live with — separate CRMs, project trackers, client portals, timesheet apps, knowledge docs — with one platform. Underneath it: named agents handling the repeatable 80% so your people focus on the work that moves clients.
Replaces
Consolidated into one operating system
(01) — The system
What's inside.
Commercial engine
Inbound capture, pipeline, proposals, contracts, and onboarding — one funnel, fully instrumented end-to-end.
Delivery operating system
Projects, sprints, briefs, assets, approvals, and client portals — unified so every engagement runs the same way.
Agentic workforce
Named agents installed across sales, content, research, and ops — taking repeatable work off your team's plate.
(02) — Agent layer
Your team of named agents.
Each agent has a role. Each role is installed inside the system — running, logging, reporting.
Scout
Sales qualification
- —Qualifies inbound leads
- —Drafts first-touch outreach
- —Books discovery calls
Architect
Proposals & scoping
- —Drafts proposals from discovery notes
- —Models pricing & scope
- —Flags risk before contract
Producer
Delivery orchestration
- —Spins up projects from won deals
- —Manages briefs & approvals
- —Keeps clients updated automatically
Drafter
Content & assets
- —Drafts copy, outlines, decks
- —Runs first-pass edits
- —Keeps brand voice consistent
Researcher
Insight & intelligence
- —Monitors client industries
- —Delivers weekly intel drops
- —Surfaces pitch-worthy angles
Steward
Client success
- —Tracks client health scores
- —Flags retention risks early
- —Drafts QBR decks automatically
(03) — Features
What it does day-to-day.
Unified client record
Every deal, project, asset, invoice, and conversation under one client profile. Nothing hidden in Slack or email.
Pipeline to delivery, seamless
Won deal auto-spins a project. Brief is pre-filled. Team is notified. Client gets a portal.
White-label client portal
Your clients see progress, assets, approvals, and invoices in one branded space.
Agent-assisted production
Drafts, research, and summaries generated inside the OS — approved by humans, shipped fast.
Utilisation & margin view
See live utilisation, project margin, and team capacity. Spot underperforming work before it hurts.
Retention intelligence
Client health scored on sentiment, delivery, usage. QBRs drafted automatically with real data.
(04) — Expected outcomes
What changes when it's running.
7→1
Tools consolidated
+40%
Team output
−50%
Admin overhead
2×
Proposal velocity
Ranges reflect deployed engagements. Exact numbers depend on starting stack.
(05) — Who it's for
Agencies, studios, and productised services teams — typically 5-50 people — done losing hours to context-switching between disconnected tools and ready to run from one commercial operating system.
Run your agency from one operating system.
Book a walkthrough. We'll show you what Agency OS looks like loaded with your client list, your services, and your team.
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