[AGENCY]-HQ 🏠 Command Center 📊 Content Strategy 👥 Client Tracker 🔌 Connections 📖 SOP Wiki

[YOUR AGENCY] — Command Center

[YOUR NAME] — [YOUR NICHE] Marketing Agency — [MONTH YEAR]

📖 SOP Wiki
Businesses & Entities
All Entities [X] ENTITIES
  • [YOUR AGENCY NAME]Marketing Agency · [NICHE]
  • [YOUR SERVICE BUSINESS]Active · [Your niche] services
  • [SIDE BUSINESS / BRAND 2]Building
  • [PASSIVE INCOME ASSET]Passive Income
  • [PARKED BUSINESS]🚫 PARKED
[YOUR SERVICE BUSINESS] PRE-LAUNCH / ACTIVE
  • WebsiteLive on Cloudflare Pages
  • GA4YOUR_GA4_ID installed
  • GSCVerified
  • [CERTIFICATION 1]In Progress
  • [CERTIFICATION 2]In Progress
  • Insurance / Full Launch[TARGET DATE]
  • Stats Tracking SheetCreate now — document from Day 1
Service Call SOP Cold Outreach Stats Tracking Pricing & Offers
[YOUR AGENCY NAME] PRE-REVENUE / ACTIVE
  • WebsiteLive on Cloudflare Pages
  • AnalyticsGA4 + Clarity installed
  • [KEY CREDENTIAL]In Progress
  • First GBP audit outreachStart [DATE]
  • First founding clientTarget [DATE]
  • 10-client milestone[TARGET DATE]
  • Podcast launched[TARGET DATE]
Podcast Strategy Lead Magnet Agency Packages Full Timeline
Team [X] + AI
  • [YOUR NAME] (Owner)Strategy / Filming / Decisions
  • [TEAM MEMBER 1]SEO + Video Editor
  • [TEAM MEMBER 2]SEO & Admin
  • [TEAM MEMBER 3]Account Management
  • Claude (AI)CEO Assistant / 2nd Brain
Agency Packages ACTIVE
  • Starter$[X]/mo — Foundation tier
  • Growth$[X]/mo — Scaling tier
  • Dominate$[X]/mo — Full-stack tier
  • Off-Menu (last resort)$[X]/mo — Sales call only
  • Setup fee (one-time)$[X] — All tiers
  • Contract typeMonth-to-month · No lock-in
  • Max new clients/month[X] — legitimate scarcity
Full Package Details Discovery Call SOP
Social Media
Account Status — All Businesses REVIEW NEEDED
  • ✅ Exists   🔴 Reconnect to GHL   🆕 Needs creation   ⚠️ Check   🚫 Parked
  • 🎯 [YOUR AGENCY NAME] Portfolio 🆕 · FB 🆕 · IG 🆕 · LinkedIn 🆕 · YouTube 🆕 · Ad Acct 🆕
  • 🎯 [YOUR SERVICE BUSINESS] Portfolio 🆕 · FB 🆕 · IG 🆕 · GBP ⏳ · Ad Acct 🆕
  • [BRAND 2]FB ✅🔴 · IG ✅🔴 · TikTok ⚠️
  • 🚫 [PARKED BRAND]PARKED — skip
[TEAM MEMBER] handles account setup · Owner only: add billing to ad accounts — keep ad accounts separate per business (critical for client trust)
📣 Meta Business Suite SOP 📱 Account Status Map Posting Cadence GHL Social Planner Meta Business Suite
Priorities & Timeline
Top Priorities — [CURRENT QUARTER] ACTION NEEDED
  • 🚨 [COMPLIANCE ITEM — taxes, licenses, permits]Owner · ASAP
  • [KEY DEADLINE 1]Owner · Due [DATE]
  • [KEY DEADLINE 2]Owner · Due [DATE]
  • Book [CERTIFICATION] examOwner · [DATE]
  • File [AGENCY] LLCBefore 1st client
  • Film first [X] content videosOwner
  • Meta BM — add billing to ad accountsOwner
  • Password manager — set up team orgOwner · Bitwarden or 1Password
  • Get video backlog into ClickUpOwner + VA
  • GHL — verify all automation triggersVA
  • GHL YouTube lead funnelThis quarter
  • First podcast episode recordedThis quarter
  • Get general liability insurance quotesThis quarter
[YOUR AGENCY] — Launch Roadmap [START DATE] → [12-MONTH GOAL]
Month 1–2 Get certified · Tag / serve your own [niche] business · Build prospect list of 30 · Send first 5 audit Looms · Landing page live NOW
Month 3–4 First [X] founding clients at Starter price · Podcast recorded and launched · First case study published (your own business as #1) SOON
Month 5–6 Referral program active · First Google Ads campaign for a client · [Industry event / trade show] attendance · 6–8 clients SOON
Month 7–9 Full site launch with case studies + booking calendar · First Growth-tier client · Hire first part-time fulfillment help LATER
Month 10–12 WIN CONDITION: 10 clients · $[X] MRR · Case study library · Podcast at [X] episodes · Systems running without daily oversight GOAL
36-Month Target 30–40 clients · $[X]K+ MRR · $[X]M+ ARR · Team handles fulfillment · Owner on strategy only LATER
SOP Wiki — YOUR_WIKI_URL
All SOP Sections LIVE · AUTO-DEPLOY
Operations
Sales
Onboarding
Paid Acquisition
Organic & SEO
Measurement
Content & Creative
Agency Marketing
[Niche Service Business]
Team & Delegation
Finance
Tools & Tech
Client Accounts
Active Clients [X] CLIENTS · $[X]K MRR
  • [CLIENT NAME 1]Starter · Month [X] · 📈 Ranking
  • [CLIENT NAME 2]Growth · Month [X] · 📈 Leads up
  • [CLIENT NAME 3]Starter · Month [X] · ⚠️ Reviews stalled
  • [YOUR OWN BUSINESS]Case Study #1 · Day [X] · Documenting
Kickoff SOP Report Template QBR Template GHL Pipeline
Pipeline — Prospects IN PROGRESS
  • [PROSPECT 1]Loom sent · Follow up [DATE]
  • [PROSPECT 2]Call booked · [DATE]
  • [PROSPECT 3]Proposal sent · Awaiting
  • Prospect list size[X] / 30 built
  • Looms sent this month[X] / 20 goal
  • Strategy calls booked[X] this month
GBP Audit Loom SOP Discovery Call SOP
Revenue Tracking MRR FOCUS
  • Current MRR$[X]/mo
  • Active clients[X]
  • Avg revenue per client$[X]/mo
  • Churn this quarter[X] client(s)
  • Next milestone$[X]K MRR · [X] clients
  • Trend📈 Growing
Tools & Claude Sessions
Tools & Platforms
ClickUp GoHighLevel YouTube Studio SEMrush Agency Website Canva Google Drive Gmail Cloudflare GitHub Wiki Repo
Claude Sessions by Department ORGANIZED
Master HQ (All Businesses)
~/Desktop/[AGENCY]-HQ/
Open here for big-picture strategy and cross-business decisions.
Content / YouTube SEO
~/Desktop/[AGENCY]-HQ/youtube/leaf-strategy/
Agency Website / SEO
~/Desktop/[AGENCY]-HQ/website/[agency]-astro/
GHL / CRM / Funnels
~/Desktop/[AGENCY]-HQ/ghl/
SOP Wiki
~/Desktop/[AGENCY]-HQ/sop-wiki/
Push to main → auto-deploys to Cloudflare Pages
YouTube Channel ([MONTH YEAR]) ACTIVE
  • Total Videos[X]
  • Subscribers[X]
  • Total Views[X]
  • Public[X]
  • Unlisted[X]
  • Private[X]
  • Unedited Backlog[X]
[YOUR AGENCY] · [YOUR NICHE] Marketing · Built with the 7-Figure Agency SOP Wiki template · YOUR_WIKI_URL · Updated [DATE]