Marketing Agency Set-up | Complete Agency OS Ecosystem
The Ultimate Agency OS

Marketing Agency Set-up

Complete Custom System Setup & Automation
$99/month
+ onboarding

Transform your agency operations with a fully branded, automated, and scalable business ecosystem. This offer covers everything from client portals to back-end intelligence — built specifically for marketing agencies.

White Label Ready
AI Powered
CRM Included
Unlimited Growth
Agency OS Ecosystem Preview

What You Get

Phase 1: Agency Brand & Infrastructure
Complete white-label portal setup with your agency colors, logo, and custom domain configuration.
Custom roles for agency admins, account managers, and clients — with granular permissions and custom fields.
Professional template installation for up to 10 pages — perfect for service showcases and lead generation.
Phase 2: Client CRM & Workflow Intelligence
Custom sales pipelines for lead intake, client onboarding, retention, and upsell automation.
Ready-to-use templates for email sequences, SMS reminders, branded data forms, and meeting booking pages.
2-way sync with Facebook Ads, Google Ads, Analytics, and any external webhook or reporting tool.
Phase 3: AI Agency Assistants & Communication
Custom AI training using your agency's data — answers client questions, captures leads, and books discovery calls.
Dedicated training sessions for you and your team: how to manage clients, automate reporting, and optimize workflows.
Phase 4: Multi-Client Scaling & Sub-Accounts
Create a master "Agency Theme" for rapid deployment of individual client portals, white-labeled under your brand.
Deploy automated flows to instantly onboard new clients — including login setup, data imports, and kickoff sequences.

Complete System Breakdown

Phase 1
Agency Brand & Infrastructure
  • Full Agency Branding
  • Client & Team Roles
  • Agency Website Setup
Phase 2
Client CRM & Workflow
  • Agency CRM Architecture
  • Client Communication Hub
  • API & Ad Platform Integrations
Phase 3
AI Assistants & Communication
  • Live Chat & AI Chatbots
  • Agency System Training
Phase 4
Multi-Client Scaling
  • Parent/Child Client Portals
  • Automated Client Onboarding

Everything You Need to Scale

Agency Branding
White-label portal & custom domain
Client Portals
Role-based access & permissions
CRM Setup
Sales pipelines & automation
Workflow Automation
Email, SMS & data flows
AI Chatbots
Custom AI trained on your data
Training
Dedicated onboarding sessions
Sub Accounts
Master theme for rapid deployment
Automated Onboarding
Instant client setup & deployment

Why Agencies Choose This

Branding & Infrastructure

Full Agency Branding
Complete white-label portal setup with your agency colors, logo, and custom domain configuration.
Client & Team Roles
Custom roles for agency admins, account managers, and clients — with granular permissions and custom fields.
Agency Website Setup
Professional template installation for up to 10 pages — perfect for service showcases and lead generation.

CRM & Automation

Agency CRM Architecture
Custom sales pipelines for lead intake, client onboarding, retention, and upsell automation.
Client Communication Hub
Ready-to-use templates for email sequences, SMS reminders, branded data forms, and meeting booking pages.
API & Ad Platform Integrations
2-way sync with Facebook Ads, Google Ads, Analytics, and any external webhook or reporting tool.

AI & Scaling

Live Chat & AI Chatbots
Custom AI training using your agency's data — answers client questions, captures leads, and books discovery calls.
Parent/Child Client Portals
Create a master "Agency Theme" for rapid deployment of individual client portals, white-labeled under your brand.
Automated Client Onboarding
Deploy automated flows to instantly onboard new clients — including login setup, data imports, and kickoff sequences.

Ready to systematize your agency?

Get the complete agency OS — branding, AI client support, CRM automation, and multi-client scaling for just $99/month.

White-glove onboarding & training included