AI Agency Kit — Everything You Need to Get Clients

📋 Client Onboarding SOP

Phase 1: Discovery Call (30 minutes)

1. Understand client's business and goals
2. Identify their biggest pain points
3. Determine budget and timeline
4. Present your service packages
5. Close the deal or schedule follow-up

Phase 2: Setup (Day 1-3)

1. Create client folder in Google Drive
2. Set up project management (Notion/Trello)
3. Gather access credentials (website, social, email)
4. Conduct initial audit (content, SEO, automation)
5. Create 30-day action plan

Phase 3: Delivery (Day 4-30)

1. Execute on 30-day action plan
2. Weekly check-in calls (15 minutes)
3. Bi-weekly progress reports
4. Adjust strategy based on results
5. Present month 1 results

Phase 4: Retention (Ongoing)

1. Monthly strategy call
2. Monthly performance report
3. Identify upsell opportunities
4. Request testimonial/review
5. Renew contract

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📄 Proposal Template

AI Services Proposal

Prepared for: [Client Name] Date: [Date] Prepared by: [Your Name/Company]

#### Executive Summary We will help [Client Name] leverage AI to [achieve specific goal]. Our services will deliver [specific outcomes] within [timeline].

#### Services Included

Month 1: Foundation

• AI content strategy setup
• SEO audit and keyword research
• Social media content calendar
• Email marketing setup
• Automation workflow design

• Ongoing content creation (8 blog posts/month)
• SEO optimization and link building
• Social media management (20 posts/month)
• Email marketing (4 emails/month)
• Monthly reporting and strategy

#### Next Steps 1. Select your package 2. Sign the agreement 3. Submit payment 4. Schedule kickoff call

#### Terms

• 3-month minimum contract
• 30-day cancellation notice
• Payment due on the 1st of each month

💰 Pricing Guide

Service Pricing

How to Calculate Your Price

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✅ Delivery Checklist

Content Delivery

• [ ] Content brief approved by client
• [ ] First draft completed
• [ ] SEO optimization applied
• [ ] Client review requested
• [ ] Revisions completed
• [ ] Final approval received
• [ ] Content published
• [ ] Performance tracked

SEO Delivery

• [ ] Technical audit completed
• [ ] Keyword research done
• [ ] Content optimized
• [ ] Backlinks acquired
• [ ] Rankings tracked
• [ ] Report generated

Automation Delivery

• [ ] Workflow documented
• [ ] Automation built and tested
• [ ] Client training completed
• [ ] Monitoring set up
• [ ] Documentation delivered

📧 Outreach Templates

Cold Email Template 1: AI Content

Subject: [Company] + AI content idea
Hi [Name],
I noticed [specific observation about their content].
I help companies like yours create 10x more content using AI — without sacrificing quality.
Would you be open to a quick call to see if this could work for [Company]?
[Your name]

Cold Email Template 2: AI Automation

Subject: Save 20+ hours/week at [Company]
Hi [Name],
I saw [specific pain point] on your website.
I help businesses automate repetitive tasks with AI — typically saving 20+ hours per week.
Worth a quick 15-minute call?
[Your name]

Follow-up Template

Subject: Re: [Original subject]
Hi [Name],
Just following up on my previous email.
I've helped similar companies [specific result]. Would love to do the same for [Company].
Are you free for a quick call this week?
[Your name]

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📊 Monthly Report Template

Executive Summary

• Key wins this month
• Key metrics and improvements
• Next month's priorities

Content Performance

• Blog posts published: X
• Organic traffic change: +X%
• Social media engagement: +X%
• Email open rate: X%

SEO Performance

• Keyword rankings improved: X
• Backlinks acquired: X
• Domain authority change: +X

Automation Performance

• Workflows running: X
• Hours saved: X
• Errors resolved: X

Next Month Plan

• Priority 1: [Action]
• Priority 2: [Action]
• Priority 3: [Action]

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