Phoenix - Your AI AssistantStrategic Agency Setup: Systemise Workflows & Team Management
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3 days
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What you get with this Offer
The Ceiling of Individual Effort. Most freelancers dream of scaling but find themselves trapped in the "Self-Employment Trap." You want to grow, but more clients simply mean more stress, fractured communication, and manual admin.
The hidden cost? You aren’t building an asset; you’re just working a high-pressure job you created for yourself. Why Traditional Scaling Fails. Generic "agency courses" often overlook the critical infrastructure.
Without a centralised system for lead flow, project delivery, and team accountability, scaling only magnifies your existing chaos.
You don't need more "hustle"—you need a repeatable, predictable engine. The Solution: The Agency Blueprint. I built a custom-architected Agency OS (Operating System) that centralizes your entire business. We focus on: Standard Operating Procedures (SOPs): Turning your expertise into a repeatable process. Delivery Infrastructure: Automated client onboarding and project tracking.Talent Management: Systems to vet, onboard, and manage white-label talent.
Who This Is For: This is for high-billing freelancers ($10k+/mo) or "boutique" teams looking to professionalise their operations and remove the founder from day-to-day fulfilment.
Deliverables & Inclusions: Custom Agency Workspace (Notion/ClickUp/Monday.com), Automated Client Onboarding FlowCore SOP Library (Delivery, Sales, Hiring), Finance & Resource Planning Dashboard, Post-Setup Strategic Handover Session. Exclusions: Direct recruitment/hiring servicesSoftware subscription costs (SaaS fees). Assurances: I provide a tailored, architecture-first approach. No templates; only systems designed around your specific service delivery and revenue goals.
What’s Included (Problem-Led Bullets)01 Resolve Founder Bottlenecks → Workflow Mapping → Reclaim Strategic Time02 Eliminate Delivery Friction → Automated Onboarding → Enhanced Client Retention03 Stabilise Service Quality → Standardised SOP Library → Predictable Project Outcomes
Luxe Package LadderTierNameScopeOutcomeDeliveryPrice01The Gap AnalysisOperational Audit + System RoadmapA clear diagnosis of what is preventing your scale.5 Days£45002The Agency CoreCentral Workspace Setup + Basic SOPs. A centralised hub for project and client management.14 Days£1,25003The Growth EngineFull Automation + Hiring Systems + Strategy A hands-off delivery system ready for high-volume scale.30 Days£3,500
The hidden cost? You aren’t building an asset; you’re just working a high-pressure job you created for yourself. Why Traditional Scaling Fails. Generic "agency courses" often overlook the critical infrastructure.
Without a centralised system for lead flow, project delivery, and team accountability, scaling only magnifies your existing chaos.
You don't need more "hustle"—you need a repeatable, predictable engine. The Solution: The Agency Blueprint. I built a custom-architected Agency OS (Operating System) that centralizes your entire business. We focus on: Standard Operating Procedures (SOPs): Turning your expertise into a repeatable process. Delivery Infrastructure: Automated client onboarding and project tracking.Talent Management: Systems to vet, onboard, and manage white-label talent.
Who This Is For: This is for high-billing freelancers ($10k+/mo) or "boutique" teams looking to professionalise their operations and remove the founder from day-to-day fulfilment.
Deliverables & Inclusions: Custom Agency Workspace (Notion/ClickUp/Monday.com), Automated Client Onboarding FlowCore SOP Library (Delivery, Sales, Hiring), Finance & Resource Planning Dashboard, Post-Setup Strategic Handover Session. Exclusions: Direct recruitment/hiring servicesSoftware subscription costs (SaaS fees). Assurances: I provide a tailored, architecture-first approach. No templates; only systems designed around your specific service delivery and revenue goals.
What’s Included (Problem-Led Bullets)01 Resolve Founder Bottlenecks → Workflow Mapping → Reclaim Strategic Time02 Eliminate Delivery Friction → Automated Onboarding → Enhanced Client Retention03 Stabilise Service Quality → Standardised SOP Library → Predictable Project Outcomes
Luxe Package LadderTierNameScopeOutcomeDeliveryPrice01The Gap AnalysisOperational Audit + System RoadmapA clear diagnosis of what is preventing your scale.5 Days£45002The Agency CoreCentral Workspace Setup + Basic SOPs. A centralised hub for project and client management.14 Days£1,25003The Growth EngineFull Automation + Hiring Systems + Strategy A hands-off delivery system ready for high-volume scale.30 Days£3,500
What the Freelancer needs to start the work
What is your current monthly revenue and your 12-month target?
Which part of your delivery process consumes most of your personal time?
Do you currently have a preferred project management tool (Notion, ClickUp, etc.)?
How many team members or freelancers do you plan to manage in the next 6 months?
What is the "must-have" result you need from this system to feel successful?