Agency Operations
Agency Engine — 12-person team, zero project management overhead
Client setup cut from 4 days to 6 hours
End-to-end client delivery system with automated onboarding, progress tracking, and invoice generation.
The constraint
Kickoffs lived in email, scope lived in decks, and status lived in Slack threads. Clients never saw the same story twice, and the team burned cycles on “where is this?”
What we built
One intake-to-invoice path: templated onboarding, milestone visibility for clients, and triggers that prep invoices when work is accepted — without adding headcount.
Outcome
New client setup dropped from four days to about six hours of focused work, with a paper trail the whole team trusts.