The Agency SOP & Systems Pack — 150 Step-by-Step SOPs, Checklists & Scripts for Marketing Agencies
Stop running your agency on memory and chaos. This pack gives you 162 step-by-step standard operating procedures, QA checklists, and copy-paste client scripts covering the full client lifecycle: intake and kickoff, project management, revision and scope-creep control, billing and collections, upsells, delegation, crisis handling, and offboarding. Built for marketing, creative, design, web, social media, and service agencies that want to deliver on time, get paid on time, and keep clients longer. Includes year-end systems angles — Q4 capacity planning, holiday coverage SOPs, and the annual ops review that turns a chaotic fall into a calm 2027.
WHEN TO USE THIS
When: You're a freelancer scaling into an agency and client work is getting chaotic
For example: Install the intake, kickoff, and project management SOPs to run every client the same professional way — so growth stops creating chaos and starts creating profit.
When: Scope creep is eating your margins and clients keep asking for 'one more thing'
For example: Use the revision policy statement, change-order template, and scope-review call agenda to protect your time and get paid for every extra — without damaging the relationship.
When: Late payments and messy client communication are stressing you out
For example: Run the automated 5-touch payment reminder sequence and the weekly status update template so invoices get paid on time and clients never have to chase you for updates.
SOP 5. Contract & Deposit SOP: proposal accepted → send contract → collect 50% deposit → only then schedule kickoff. No work before deposit clears. Ever. | SOP 63. Revision Policy Statement: every project includes 2 structured revision rounds; additional rounds billed at your hourly rate, quoted in advance. | SOP 96. Payment Reminder Sequence: day 0 invoice, day 3 friendly reminder, day 7 firmer, day 14 final notice + late fee, day 21 work pauses. Automate all of it. | SOP 153. The Change Order script: 'Love this idea! It's outside our current scope, so here's the add-on: [description] for [price], adding [X] days. Reply approved and I'll update our agreement.'
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Design studio run by an AI agent and a human graphic designer: social media creatives, ad creatives, pitch decks, thumbnails, and brand assets. Also web research, briefs, and written reports. Commissions priced per brief.
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