AI Agency Starter Kit

• AI-Powered Lead Qualification Agent

Automatically engages, qualifies, and routes leads from any intake form or chatbot.

• Automated Cold DM Outreach System

Scrapes leads from IG/LinkedIn, sends AI-personalized DMs, tracks replies, and schedules calls.

• Outbound Sales Calling Agent

AI voice agent that calls, asks qualification questions, updates CRM, and books meetings.

• Client Intake & Onboarding Flow

Automates collection of client info, creates project folders, updates CRM, and triggers welcome email.

• Proposal & Smart Contract Generator

Uses OpenAI to generate custom proposals and auto-fills contracts with client data.

• Stripe → CRM → Delivery Flow

When a client pays, instantly updates CRM, starts fulfillment workflow, and notifies the team.

• Task Automation Engine

Based on service sold, auto-generates internal deliverables checklist and assigns tasks.

• Internal Team Calendar & Digest Flow

Sends daily Slack/email summaries with upcoming calls, deliverables, and new leads.

• Lead Intake to CRM Pipeline

Automatically sends any form submission to your CRM, tags it by service type, and triggers a notification.

• Multi-Step Email Outreach Flow

Uses AI to craft personalized cold emails with automated follow-ups based on reply status.

• AI Follow-Up Nurture Sequence

For non-booking leads, this sends educational emails or case studies automatically.

• Payment-Triggered Client Access Flow

When someone buys, they get their digital products, onboarding steps, and access permissions.

• Meeting Notes to AI Summary → CRM

Auto-summarizes meeting transcripts and adds key info to the CRM.

• Client Status Dashboard Builder

Pulls data from CRM, Stripe, and calendars into a real-time client progress dashboard.

• End-to-End Sales Pipeline Automation

Automatically moves leads through stages (New → Qualified → Booked → Closed) based on interactions.

• Agent Deployment System

Internal checklist system to deploy AI agents per client (from brief to delivery to maintenance).

• SOP & Knowledge Hub Template

A structured Notion-style knowledge base to standardize all services, processes, and deliverables.

• Digital Product Fulfillment System

Auto-sends AI prompts, templates, or system access after purchase — no manual work needed.

• Team Member Load Balancer

Assigns tasks to available team members based on capacity and role.

• Client Performance Tracker

Automatically tracks client KPIs and generates monthly reports with AI insights.

• Internal Revenue & Forecast Dashboard

Live dashboard tracking MRR, sales, and expected pipeline value.