Agencies
AI Agency Operations OS
Agency client onboarding, delivery, reporting and knowledge are connected into one operating system, not five separate tools.
Agencies often run on a patchwork of tools that do not talk to each other, so client details get retyped and approvals get lost between teams. AI Agency Operations OS connects onboarding, delivery, reporting and your agency knowledge base into one system, working from the same client data and approval rules. Each area has a named owner, and your team keeps the final say.
- Onboarding, delivery, reporting and knowledge connected in one system
- One set of client data and approval rules across workflows
- Handoffs between areas tested end to end before launch
$13,900
20–30 working days
Optional maintenance $695/mo
What it is
AI Agency Operations OS connects client onboarding, delivery workflows, client reporting and agency knowledge into one system. Every part runs from the same client data and approval rules. It is the operating hub, with no sales or proposal agents. The AI Agency OS bundle is different: five separate products from first enquiry to monthly report.
Why businesses buy it
As an agency grows, the gaps between teams cost more than the work inside them. Account leads chase the same information twice, reporting disagrees with delivery, and new staff learn the process by asking around. Buying separate tools fixes one area at a time and leaves the handoffs broken. AI Agency Operations OS builds the connections as well as the parts, tested end to end. The Scope Card sets the channels, systems and workflows before you buy, so a large project stays a clearly defined one.
Problems this solves
Onboarding, projects and reporting live in separate tools that disagree
The system connects client onboarding, project and deliverable workflows, client reporting and the agency knowledge base. All of them run from the same client data, so an update in one place carries through.
Each team follows its own approval habits, so steps get skipped
One set of approval rules covers up to ten connected workflows across the system. Work that falls outside those rules goes to a person, so nothing important is approved by accident.
Monthly client reports eat hours of copying numbers between tools
Client reporting is one of the connected workflows, drawing on the same client data as everything else. Your team reviews the figures and adds commentary instead of rebuilding each report by hand.
Account knowledge is split between onboarding notes and project files
The agency knowledge base sits inside the same system as onboarding and delivery. Details captured when a client joins are available to the people running their projects later.
A good fit if
You've already bought, or were about to buy, two or more of our Agency products, and would rather run them as one system from day one instead of stitching them together after the fact.
A client's journey through your agency, kickoff, active campaign work, deliverable sign-off and the report they see, currently touches separate tools that don't talk to each other.
You can name an owner for each part of that journey, onboarding, delivery, reporting, knowledge, plus one person who has final say across the whole system.
You're running enough client accounts that a handful of connected workflows, up to 10 in total, covering multiple parts of the agency, makes more sense than building one at a time.
Not the right fit if
You only need one piece of this, say client reporting or the deliverable handoff. Start with AI Agency Reporting, AI Agency Delivery Agent, or AI Agency Project Manager, and expand later if it grows.
You're still working out how new clients get onboarded in the first place. Get that settled with AI Agency Client Onboarding, before connecting it into a larger system.
You'd rather prove out one part of your agency's operations before committing to the full spend. Any single Agency product can be folded into a system like this one later.
You need more than four connected systems, or more than 10 workflows, to cover how your agency runs. Add a note at checkout for a written Change Quote, or use our Custom AI enquiry form.
You want new enquiries qualified and proposals drafted as well. See the AI Agency OS bundle, which includes the AI Agency Sales Agent and AI Agency Proposal Agent.
How it works
- You name who owns what. A person is assigned to each part of the client journey the system covers, whoever runs onboarding, whoever owns delivery, whoever owns reporting and the knowledge base, so the build reflects your actual org chart, not an assumed one.
- One rulebook replaces four. Approval limits, who escalates to whom, and how often clients hear from you are decided once, at the system level, so a client's onboarding, their live campaign and their monthly report are all governed the same way.
- Your core systems are wired in with the right permissions. Up to four systems, read and write where the work happens, such as your project tool and CRM, read-only where it's just for reporting, with up to 200 documents behind the whole thing as shared knowledge.
- Up to 10 workflows carry a client from kickoff to their next report. Onboarding intake, task and deadline tracking, deliverable packaging and client sign-off, and the recurring report that goes out afterward, are built to hand off to each other rather than sit as separate builds.
- 80 end-to-end scenarios prove the handoffs, not just the parts. We don't just confirm onboarding works and reporting works in isolation, we run a client through the whole path, kickoff to first report, and check it behaves the way your team expects at every handoff.
- You get two recorded sessions and three rounds of changes to refine it. A system this connected has more places a rule can be slightly wrong than a single build does, so there's more room built in to fix it before it's final.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Whatever each connected system on its own would ask for, since this build touches more of your agency's operations than any single product does.
- A named owner for every part of the journey the system covers, whether that's onboarding, delivery, reporting or the knowledge base.
- The KPIs you actually want visibility into across the connected workflows, campaign performance, deliverables shipped, whatever your team already tracks informally.
- One person with final sign-off across the whole system, on top of whoever owns each individual area.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who signs off on the finished build before it goes live.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, area owners named and the shared rulebook agreed.
Weeks 1–2
The connected workflows are built across onboarding, delivery, reporting and knowledge.
Week 3
Your core systems are wired in with the access each workflow needs.
Weeks 3–4
80 end-to-end scenarios run, following a client from kickoff to report.
Week 4
Your review and three rounds of changes across the whole system.
Go-live
Live, two recorded sessions delivered, 45 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $13,900 |
| Express | 15–25 working days | $15,300 |
| Rush | 10–20 working days | $16,700 |
What you receive at handover
- AI Agency Operations OS configured and deployed in your environment across up to two channels
- Up to ten connected workflows with shared workflow, prompt and guardrail configuration
- Connections to up to four of your agreed systems
- A test report covering 80 end-to-end scenarios
- An admin guide and two recorded 60-minute handoff sessions
- 45 days of post-launch support
Expected benefits and how to measure them
- Can reduce the time spent re-entering client details across tools.
- Helps every team work to the same approval rules.
- Makes it easier for leadership to see the whole client lifecycle in one place.
- Billable share of hours
- Compare billable hours against total logged hours in your timesheet tool, for the quarter before launch and the quarter after.
- Client onboarding time
- Measure days from signed contract to project kickoff in your CRM or project tool, for clients won before and after launch.
- Report preparation time
- Ask the reporting team to log hours spent on monthly client reports for one cycle before launch and one cycle after.
Before you start: Export last quarter's billable and non-billable hours, and note kickoff dates for your last five new clients. Record how long one monthly reporting cycle takes today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running the connected system afterward costs roughly $100 to $500 a month across the tools it touches and AI usage, moving with how many of the 10 workflows are active and how much client work flows through them month to month.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Plans pick up once the 45 days of included support ends, bill monthly, and can be cancelled whenever you like.
$695/mo (5% of the build price a month, includes 6 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | Running separate agency tools for each function adds up to several bills every month | An operations consultancy scopes it as a multi-phase engagement | Ours is one fixed price, shown on this page before you buy |
| Scope | Each separate tool is its own setup project you're responsible for | A consultancy defines scope one phase at a time | Ours is written on a single Scope Card before purchase |
| Delivery | Wiring several tools together yourself is often a months-long side project | A consultancy engagement typically runs several months end to end | Ours has a fixed delivery time shown before you buy, with faster options |
| One rulebook | Each tool enforces its own approval logic, none of them aligned | Rules live in whichever consultant documented them last | Ours applies a single rulebook across onboarding, delivery and reporting |
| Proven end to end | Separate tools are almost never tested together as one path | Testing depends entirely on what the engagement happened to cover | Ours runs 80 scenarios following a client's full path through the system |
Questions about this product
How much does AI Agency Operations OS cost?
The one-time build price is shown in the price and delivery panel on this page, along with the express and rush options, before you buy anything. It covers up to four connected systems, up to 10 workflows spanning onboarding, delivery, reporting and knowledge, 80 end-to-end test scenarios before launch and three rounds of changes.
Why buy AI Agency Operations OS instead of the separate Agency products?
Each individual Agency product does one job well on its own, onboarding or reporting or delivery. What the OS adds is the connective tissue: one rulebook, one reporting layer, and 80 scenarios testing the handoffs between areas rather than each area in isolation. It's built for agencies that already know they need more than one piece.
How long until AI Agency Operations OS is live?
The price and delivery panel on this page shows the time for each speed, counted from the day your intake is complete and access is verified. The clock only starts once everything we need has been submitted, including access to all four systems and a named owner for each area, so gather those first.
What's actually included in AI Agency Operations OS, system and workflow-wise?
Up to four connected systems and up to 10 workflows running across them, backed by up to 200 documents as shared knowledge. Each system gets the access level its workflows need, write access where something has to happen, read-only where it's purely for reporting, all set up through access you control rather than shared over email.
Does every area of AI Agency Operations OS need its own named owner?
Yes. Onboarding, delivery, reporting, knowledge, whichever areas the system covers, each needs a person named as its owner, plus one person with final sign-off across the system as a whole. Without that, a connected system just becomes a bigger version of the same confusion it was meant to fix, so owners are built in from day one.
Can we expand AI Agency Operations OS after it launches?
Tweaks to a workflow already in the system, an updated approval rule, say, come out of the monthly change hours that come with maintenance. A genuinely new eleventh workflow, or a fifth connected system, is quoted separately as a Change Quote, delivered of your request.
What does it cost to keep AI Agency Operations OS running each month?
Somewhere between $100 and $500 a month, covering the connected tools and AI usage, all billed directly to your own accounts. The exact figure depends on how many of the up-to-10 workflows are active and how much client work is actually moving through the system at any given time. We add no markup on top of that.
How much support is included after AI Agency Operations OS goes live?
45 days of post-launch support, 15 more than our standard single-product builds, plus two recorded 60-minute sessions instead of one. That extra runway exists because a system spanning this much of your agency's operations has more moving parts to settle before monthly maintenance takes over the ongoing changes.
Stop running your agency's client work through five separate tools.
Order AI Agency Operations OS and onboarding, delivery, reporting and your agency's knowledge run as one connected system, live on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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