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AI for Agency Operations

Where AI Fits in Agency Operations

Where AI Fits in Agency Operations — Quick Check

Auditing Your Workflows for AI Leverage

Auditing Your Workflows for AI Leverage — Quick Check

Guardrails, Confidentiality & Client Data

Guardrails, Confidentiality & Client Data — Quick Check

Setting Realistic Expectations

Setting Realistic Expectations — Quick Check

Client Lifecycle

AI-Powered Lead Intake & Qualification

AI-Powered Lead Intake & Qualification — Quick Check

Discovery Briefs & Proposal Drafting

Discovery Briefs & Proposal Drafting — Quick Check

Client Onboarding Sequences

Client Onboarding Sequences — Quick Check

Status Reporting & Client Updates

Status Reporting & Client Updates — Quick Check

Systemizing the Agency

Building Your SOP Library with AI

Building Your SOP Library with AI — Quick Check

Meeting Notes & Action-Item Systems

Meeting Notes & Action-Item Systems — Quick Check

Team Training & Knowledge Base Creation

Team Training & Knowledge Base Creation — Quick Check

Capstone — Your Agency’s AI Ops Playbook

Capstone — Your Agency’s AI Ops Playbook — Quick Check

Setting Realistic Expectations — Quick Check

AI for Agency Operations
Foundations
Setting Realistic Expectations
Setting Realistic Expectations — Quick Check

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Question 1 of 3

1. Question

An account lead sends a Claude-drafted status report straight to a client without reading it, and it references a metric that was actually from a different client. What went wrong according to this lesson?

Claude made an unavoidable error; nothing could have prevented this
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The human review pass — the step where agency judgment catches exactly this kind of mistake — was skipped
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The agency should stop using Claude for reporting entirely
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The client should be told never to expect accurate reports
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Question 2 of 3

2. Question

A skeptical senior strategist doesn’t believe AI can help with their workflow. What does the lesson suggest is more effective than arguing the case?

Mandating usage without demonstration
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Running a side-by-side comparison using their own real inputs and letting them judge honestly
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Showing them a generic marketing demo from Anthropic
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Avoiding the topic until they bring it up
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Question 3 of 3

3. Question

A client directly asks whether the agency uses AI. What’s the approach this lesson recommends?

Deny using it to avoid any concern
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Give a prepared, honest answer that AI speeds up drafting but every deliverable is reviewed and finalized by the account team
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Explain the full technical architecture of the tools in use
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Deflect and change the subject
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