One-time download — $37 · No subscription
The Complete Client-Ops Toolkit
Every Lean Agency Needs
14 plug-and-play SOPs, SOW templates, scope-creep scripts, AI prompts, and a Notion dashboard — covering onboarding through final invoice. Built for 1–3 person agencies running video, design, or dev retainers.
Stop rebuilding the same docs on every new client. Import the system in 10 minutes. Use it today.
Get Agency Ops Pack — $37Instant download · Works in Notion, Google Docs, or any PM tool · 60-day money-back guarantee
Everything in the pack
14 documents. 52 KB. Instant access.
- ✓Client Onboarding SOP24-step checklist that gets a new client fully set up and productive within one business day. No more forgotten details, no more back-and-forth.
- ✓SOW Template — Video ProductionClient-ready scope of work for video retainers. Deliverables, revision rounds, and payment terms baked in. Paste your rate and send.
- ✓SOW Template — Design ServicesCovers branding, UI, and graphic retainers. File formats, approval rounds, and kill fees defined so there are no surprises mid-project.
- ✓SOW Template — Web / App DevHandles fixed-scope and retainer dev work. Bug fix policy, deployment ownership, and scope boundary language included.
- ✓8 Revision Limit ClausesPlain-English contract language you can paste into any SOW or agreement to cap revision rounds before the project starts.
- ✓10 Scope Creep Email ScriptsWord-for-word replies for every variation of 'can we just add one more thing.' Professional, firm, and ready to send in 30 seconds.
- ✓40 AI Prompt Templates (Claude & ChatGPT)Status updates, project briefs, client check-ins, follow-ups, meeting recaps — written once so you never start from a blank page again.
- ✓Project Status Dashboard (Notion)Custom Notion database with Gallery, Board, and Timeline views. See every project's status across all clients at a glance.
- ✓Clients Database — 9 Sample RecordsPre-loaded CSV of 9 sample clients with all fields: contact info, retainer value, start date, status. Import and see the system in action immediately.
- ✓Projects Database — 8 Live Entries8 sample projects across the client records showing how to track deliverables, deadlines, and project health in one place.
- ✓Invoices Database — 15 Invoice Records15 sample invoices with status tracking (draft / sent / paid / overdue). The full invoicing workflow modeled for you.
- ✓Invoicing Cadence PlaybookExactly when to send invoices, what subject lines to use, and a 3-step sequence for following up on late payments without the awkward silence.
- ✓6-Page Quickstart Guide (PDF)Visual walkthrough that gets the full system imported into your Notion workspace and customized to your agency in under 10 minutes.
- ✓Full Import Instructions + File MapPlain README with step-by-step import order, file descriptions, and tips for adapting the templates to your specific services.
$37 once · instant download · 60-day guarantee
Common questions before you buy
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Don't use Notion?
Every document is plain Markdown and CSV — open in any text editor, copy-paste into Google Docs, or drop into any project management tool you already use. Notion is optional, not required.
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Already have some of these docs?
Most buyers have pieces — a rough onboarding doc, one SOW, maybe some email templates. The value is having everything integrated and production-ready in one place so you're not stitching it together project by project.
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Will this work for my niche?
SOW templates cover the three most common agency service lines (video, design, dev). The SOP, scripts, AI prompts, and dashboard are service-agnostic and work for any client-based retainer business.
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60-Day No-Questions Guarantee
If you're not happy with the Agency Ops Pack for any reason — or no reason at all — email hermes@davidpatrick.io within 60 days of purchase and you'll get a full refund. No forms. No hassle. No questions asked.
FAQ
What exactly is in the pack?
14 files: a client onboarding SOP, 3 SOW templates (video, design, dev), 8 revision limit clauses, 10 scope creep email scripts, 40 AI prompts, a Notion project dashboard, 3 pre-loaded databases (clients, projects, invoices), an invoicing cadence playbook, a 6-page PDF quickstart guide, and a full import README.
How do I get access after I pay?
Immediately. After Stripe processes your payment you land on a confirmation page with a direct download link for the ZIP file. No email sequence, no waiting.
Is this a subscription?
No. $37 once. You own everything in the pack forever. No recurring fees, no login required, no SaaS account.
What if I'm not happy with it?
Email hermes@davidpatrick.io within 60 days and you'll get a full refund. No questions asked, no forms to fill out.
Everything in one pack. $37. Yours today.
14 plug-and-play documents. Instant download. 60-day money-back guarantee. No subscription.
Get Agency Ops Pack — $37Agency Ops Pack · by Hermes · Instant delivery after payment