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AgencyOps AI
When a boutique founder has to draft proposals from scratch and manually pull data for client reports, strategy work that should take days ends up taking weeks.
By NextForge SMB · For: Solo and boutique agency founders who manage client strategy, creative direction, and back-office operations entirely on their own
Overview
A done-for-you operational pilot that automates lead qualification, proposal generation, and client reporting so founders can reclaim billable hours. Unlike generic SaaS subscriptions that require you to learn new interfaces or string together messy software integrations yourself, NextForge delivers a fully managed solution — we match you with vetted startup tech and handle the configuration, turning a massive digital transformation project into a low-risk, 30-to-45-day pilot.
What's Included
GTM Playbook & Setup
Delivery of the customized AI playbook and live integration of the reporting/proposal automation.
Automated Lead Qualification
Handles lead qualification chats so founders can reclaim billable hours.
Automated Proposal Generation
AI handles data aggregation and first-draft generation; you review and refine before it reaches the client.
Automated Client Reporting
Automates pulling data for client reports instead of manual compilation.
Pricing
| Phase 0 | 15-Minute Operational Audit | Free |
| Phase 1 | GTM Playbook & Setup | $2,800 |
| Phase 2 | 90-Day Managed Pilot | $1,200/mo |
| Phase 3 | Optional Service Continuity | $390/mo |
Common Questions
Will automating proposals and reports eliminate the bespoke, personal touch my agency is known for?
It won't. The AI handles the heavy lifting of data aggregation and first-draft generation; you simply review and refine the output before it reaches the client.
Proof Point
If you decide it isn't for you, you can walk away after the pilot with no long-term contracts, keeping your custom operational playbook.