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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 015-Minute Operational AuditFree
Phase 1GTM Playbook & Setup$2,800
Phase 290-Day Managed Pilot$1,200/mo
Phase 3Optional 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.
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