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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

AI-Powered Lead Intake & Qualification — Quick Check

AI for Agency Operations
Client Lifecycle
AI-Powered Lead Intake & Qualification
AI-Powered Lead Intake & Qualification — Quick Check

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Question 1 of 3

1. Question

An agency owner wants Claude to score inbound leads but hasn’t written down qualification criteria anywhere — it’s all in their head. What should they do first?

Ask Claude to guess general best practices for lead scoring
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Have Claude help turn their actual, specific instincts into an explicit written rubric before scoring any leads
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Skip qualification and respond to every lead the same way
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Only score leads manually since criteria can't be written down
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Question 2 of 3

2. Question

A lead scores as a ‘decline’ under the agency’s rubric, and Claude drafts a polite decline email. What should happen before it’s sent?

Send it immediately since the rubric already made the decision
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A human should glance at it first, since context like a personal referral connection isn't something a rubric can catch
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Escalate to legal review
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Delete the lead without a response
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Question 3 of 3

3. Question

What does the lesson suggest analyzing past closed-won and closed-lost deals can reveal that a founder’s stated rubric might miss?

Nothing useful — historical deals are irrelevant to future scoring
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Patterns like a specific lead source correlating strongly with win rate, which becomes a disqualifier or accelerator worth adding to the rubric
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The exact dollar amount to charge every future client
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Which competitor is stealing the most deals
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