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
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