Client Intake
Turns discovery calls and messy notes into clean briefs with goals, audience, proof, constraints, and open questions.
AI workflow system for small marketing agencies
Small Marketing Agencies Workflow Stack
Turn client chaos into clean deliverables. This ready-to-use skill stack helps solo marketers, consultants, and small teams create briefs, calendars, posts, emails, reports, proposals, and client updates without rebuilding the process every time.
12 agency modules
5 markdown files
Built for Codex and Claude-style skills
Who it is for
Built for solo marketers and lean agency teams.
Solo consultants
Turn client calls and strategy notes into polished work faster.
2-5 person agencies
Create a shared delivery standard without hiring another strategist.
Fractional CMOs
Package direction into briefs, calendars, updates, and reports clients can act on.
The agency bottleneck
Small teams lose hours translating messy inputs into polished work.
Client notes arrive as call transcripts, scattered docs, half-finished ideas, analytics screenshots, and voice memos. The stack gives your AI agent repeatable instructions for turning that raw material into work your client can review, approve, or use.
It is not another generic prompt pack. It is a delivery system for recurring agency work.
Product preview
The files buyers receive
The stack is delivered as clean markdown files your AI agent can read, adapt, and reuse. Keep it broad, or add your own client examples and niche workflows.
SKILL.md
The main operating instructions for agency deliverables, context gathering, and output defaults.
client-strategy.md
Client intake, brand voice, campaign brief, and strategic framing workflows.
content-production.md
Content calendars, social posts, email campaigns, SEO blog posts, and ad copy workflows.
client-communication.md
Monthly reports, proposals, SOWs, approval emails, update emails, and feedback responses.
quality-control.md
Anti-slop edits, client-ready checks, risk flags, and revision prompts.
What is inside
A full client-delivery stack
Each module is designed around a real agency deliverable, with checks for specificity, channel fit, client approval, and anti-generic marketing language.
Brand Voice
Builds practical voice guides from websites, emails, posts, transcripts, and founder notes.
Content Calendar
Maps campaigns, posts, channels, CTAs, owners, and source assets into an organized publishing plan.
Social Posts
Creates platform-specific copy for LinkedIn, Instagram, Facebook, X, Threads, TikTok, and Shorts.
Email Campaigns
Drafts welcome, nurture, launch, event, and reactivation emails with subject lines and CTAs.
SEO Blog Writer
Turns transcripts, keywords, outlines, and source notes into structured search-friendly articles.
Ad Copy
Creates ad variants by angle: pain point, outcome, objection, proof, convenience, and cost of inaction.
Client Reports
Turns metrics and work notes into plain-English reports with wins, insights, risks, and next steps.
Proposals and SOWs
Transforms sales notes into clear scopes, deliverables, timelines, pricing options, and client responsibilities.
Example use case
From a messy client call to a ready-to-review campaign package.
Before
Forty minutes of discovery notes, a half-written offer idea, three audience segments, and no clear approval path.
After
A campaign brief, four-week content calendar, launch email sequence, client approval email, and a list of missing inputs.
How it works
One workflow, many deliverables
1
Drop in the raw material
Use call notes, transcripts, analytics, screenshots, client emails, website copy, or a rough idea.
2
Choose the deliverable
Ask for a brief, calendar, post set, email campaign, report, proposal, SOW, or client update.
3
Review client-ready output
Get structured work with assumptions, missing inputs, approval needs, and the next reusable template.
How to use it
Install once, then call the stack by name.
The stack is intentionally lightweight. Add the folder to your skills directory or upload the markdown files as project knowledge, then reference it whenever you need agency work produced.
1
Download the stack
Keep the folder structure intact so the main skill can reference the supporting files.
2
Add your context
Paste in your agency voice, offer types, sample deliverables, client niches, and approval rules.
3
Run client work
Ask for a deliverable, drop in raw notes or assets, and use the output as your first client-ready draft.
Prompt
Use the Small Marketing Agencies Workflow Stack. Turn these client discovery notes into a campaign brief, a 4-week content calendar, and a client approval email.
Campaign Brief
Goal, audience, insight, offer, channel plan, timeline, risks
Content Calendar
Weekly themes, channels, hooks, CTAs, source assets, status
Approval Email
Clear ask, deadline, deliverable summary, next step
Built for real work
Give your AI agent the agency brain it needs.
The stack tells the agent how to think through client context, avoid unsupported claims, choose the right format, and polish work before it reaches a client.
Launch offer
Start with the workflow stack. Customize it as you grow.
Use it internally, package it for your team, or adapt it into niche-specific stacks for your agency services.
Digital skill stack
$99 $49.50
50% off — launch offer
Replace the button href with your Stripe payment link.
Get the Stack- Core SKILL.md file
- 4 supporting workflow references
- 12 agency delivery modules
- Quality-control and anti-slop checks
- Plain markdown, easy to customize
FAQ
Questions clients will ask
Is this only for technical users?
No. The stack is written as plain-language workflows. If you can paste client notes and ask for a deliverable, you can use it.
Can I customize it for my niche?
Yes. Add your own voice rules, sample deliverables, client types, pricing, and approval process to make it more defensible.
What do I get after purchase?
You get the markdown skill folder: the main skill file plus four supporting workflow references for strategy, production, communication, and quality control.
Can my team use it?
Yes. The stack is designed to create a shared delivery standard. Add your team rules, review process, and client examples before rolling it out.
Does it replace strategy?
No. It turns strategy and raw context into repeatable output. You still own the judgment, client relationship, and final approval.
Is there support?
Add your support policy here. A simple version is email support for download issues and basic setup questions.