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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

Team Training & Knowledge Base Creation — Quick Check

AI for Agency Operations
Systemizing the Agency
Team Training & Knowledge Base Creation
Team Training & Knowledge Base Creation — Quick Check

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Question 1 of 3

1. Question

An agency has thorough SOPs for its processes, but new hires still constantly interrupt senior staff with questions about how to handle ambiguous client situations. What gap does this lesson identify?

The SOPs need to be longer
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SOPs cover steps, not judgment — the agency needs a separate knowledge base that captures reasoning and context for situations without a fixed script
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New hires should not be allowed to ask questions
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This means the SOPs were written incorrectly
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Question 2 of 3

2. Question

When drafting a knowledge base article about handling an upset client, why does the lesson instruct Claude to keep the reasoning intact rather than flatten it into a rigid 5-step process?

Longer articles are always better regardless of content
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The situation genuinely depends on judgment and varies by context, so compressing it into a rigid checklist would misrepresent how the decision is actually made
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Rigid processes are against company policy
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Claude cannot produce numbered steps
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Question 3 of 3

3. Question

How does this lesson recommend organizing a knowledge base library so people can actually find articles?

Alphabetically by article title only
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By the situation someone is in, phrased the way a confused new hire would actually search, rather than by internal department structure
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By the date each article was written
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In a single long document with no categories
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