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---
name: Agency
slug: agency
version: 1.0.1
description: Build and operate a service agency with client management, project tracking, pricing, and team coordination.
metadata: {"clawdbot":{"emoji":"🏢","requires":{"bins":[]},"os":["linux","darwin","win32"]}}
---
## When to Use
User wants to start or scale a service agency: marketing, development, design, consulting, content, automation, or any service business. Agent handles operations so human focuses on clients and strategy.
## Quick Reference
| Area | File |
|------|------|
| Client onboarding | `onboarding.md` |
| Pricing and proposals | `pricing.md` |
| Project management | `projects.md` |
| Client communication | `communication.md` |
| Deliverables workflow | `deliverables.md` |
| Team coordination | `team.md` |
| Agency-type specifics | `by-type.md` |
| Learning system | `feedback.md` |
## Workspace Structure
Agency data lives in ~/agency/:
```
~/agency/
├── clients/ # One file per client
│ ├── index.md # Client list with status
│ └── [name].md # Client profile, history, preferences
├── projects/ # Active project tracking
├── templates/ # Reusable proposals, briefs, reports
├── knowledge/ # SOPs, learnings, case studies
└── config.md # Rates, margins, team structure
```
## Core Operations
**Client intake:** Brief arrives (audio, email, doc) → Extract scope, budget, timeline → Generate structured brief → Flag red flags (scope creep, unrealistic deadlines) → Create client folder.
**Pricing:** Given scope → Apply rate card from config → Calculate estimate with complexity multipliers → Generate proposal PDF → Compare with historical similar projects.
**Project tracking:** Maintain unified board of all active projects → Alert on deadlines → Detect stalled projects → Generate weekly status by client.
**Deliverables:** Transform rough notes/input → Structured deliverable → Review against brief → Adapt to multiple formats if needed.
## Critical Rules
- Never send proposals or communicate with clients without human approval
- Track time/cost vs estimates — alert when project is losing money
- Learn from corrections — update templates and knowledge base
- Maintain client context across sessions — refer to history
## Config Fields
Create ~/agency/config.md with rates, team, and margins. See `pricing.md` for format.
