Step 2 of 2 · Agency Owner
What do you need to do?
Pick the task you're facing — we'll point you at the 3 skills that handle it.
Onboard a new client without the messy first month
Kickoffs set the tone. You need a process that builds confidence in week one — not the silent panic clients feel when nothing's documented.
Plan team capacity for next quarter
You can't take on more work, but you also can't lose pipeline. You need a real capacity model, not a guess.
Send a monthly client report that justifies the retainer
Reporting that builds trust shows results AND honest performance. You need a structure clients actually read.
Save a client showing churn signals
Quiet emails, missed meetings, slow approvals. You need to surface what's going wrong and address it before the contract ends.
Package up a retainer offer
Project work is feast-or-famine. You need three-tier monthly packages with deliverables, exclusions, and a middle tier engineered to be the target.
Run a useful retrospective (not the usual ritual)
Most retros are theatre. You need to surface the real friction, assign owners, and not waste an hour.
Define positioning that defends against AI commoditisation
Clients can generate copy themselves now. You need a positioning that names what they can't replicate.
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