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Agency operations

Agency operations & process

Agency operations is the discipline that decides whether your agency scales or burns out. This category covers the structural decisions — onboarding cadence, department boundaries, client-facing standards — that compound across every engagement.

Posts in Agency operations

  • May 1, 2026 · 6 min read

    The new-client tracking audit: a one-hour template for week one

    Most agencies burn 20 billable hours on week-one discovery and still can't answer 'what's tracking what?' This is the 60-minute audit template that fixes that — and the four questions you must close before strategy starts.

  • April 23, 2026 · 3 min read

    Per-active-client pricing: why agencies shouldn't pay per seat

    Every seat-based tool punishes agencies for hiring. Per-active-client pricing aligns what you pay with what you actually run.

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