AI Agency Operating System

Most AI service providers are great at the work but chaotic at running the business. This skill installs Paul James's complete agency operating system into Claude — every template, checklist, and script you need from "client signed" through "final delivery + testimonial captured." Phase 1 — Onboarding (Day 1–7): welcome email template, access credential checklist, project questionnaire, and the kickoff deck outline. Phase 2 — Kickoff Meeting (45–60 min): the 6-segment agenda that aligns expectations and prevents the #1 cause of unhappy clients (scope mismatch). Phase 3 — Project Communication: the weekly status update template that keeps clients informed before they have to ask, the scope-change response framework that handles scope creep without losing the relationship, and professional email templates for every situation. Phase 4 — Quality Control: the universal Pre-Launch QC checklist (completeness → accuracy → consistency → technical testing → assets) — the 30–60 minutes that separates amateur and professional delivery. Phase 5 — Final Delivery & Handoff: the delivery folder structure, Loom walkthrough script, documentation requirements, and testimonial-capture sequence. Phase 6 — Monthly Business Review: financial review, client metrics, business growth scorecard. Phase 7 — SOP Creator: the meta-prompt that turns any recurring process you do into a documented SOP. Built for service providers running AI-powered offers: web builds, voice agents, content packages, automation systems, GBP optimization, anything you charge for and have to deliver.