Resources
Guides
How agencies run the work, written by people who run one. Each guide starts with the answer.
All guides
6| Guide | Related | Updated |
|---|---|---|
| AI social media drafts with human approvalUse AI to draft client social posts in each brand's voice, with a person approving every one before it goes out. Setup, limits and a checklist. | MUSE marketing, CRM and pipeline | 21 Oct |
| How to monitor client websites as an agencyCheck every client site on a schedule for uptime, response time and certificate expiry, send alerts to one owner, and review the results weekly. | Website health, Delivery | 21 Oct |
| How to reduce handovers in an agencyFewer handovers mean fewer lost details. Keep one record per client, carry the proposal into the project, assign one owner, and write handovers down. | Delivery, Proposals and Discovery, CRM and pipeline | 21 Oct |
| How to run an agency sales pipelineRun an agency pipeline with a few clear stages, one owner and a dated next action on every lead. Here is the setup, the weekly rhythm and a checklist. | CRM and pipeline, Proposals and Discovery | 21 Oct |
| How to write an agency proposal clients openWrite a proposal that gets read: lead with the client's problem, give a clear scope and price, keep it short, and send it as a link you can see opened. | Proposals and Discovery, CRM and pipeline | 21 Oct |
| White-label software for agencies, explainedWhite-label software lets an agency present a tool as its own, under its name and brand. What it covers, what to check and how to compare options. | CRM and pipeline, Proposals and Discovery, Delivery | 21 Oct |
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