Design your Agency's Operating System
Twelve questions, twelve sections out: operating cadence, RACI, north-star metrics, four playbooks (Acquire / Deliver / Bill / Retain), decision rules, tool stack, gaps, and a 30/60/90 implementation plan. Every section tuned to your team, your service shape, your growth target.
The 12 sections in your manual
Not a template. Every section generated from your inputs — different output for different agencies.
1. Operating snapshot
One-paragraph narrative of your agency's shape + the 4-lane operating diagram.
2. Operating cadence
Calendar of daily/weekly/monthly/quarterly rituals tuned to your team size and growth target.
3. Roles & RACI
Per-lane table: who is responsible, who is accountable, calibrated to your team size and sales maturity.
4. North-star metrics
KPIs with target ranges + the cadence to track each one. Different ranges for different service models.
5. Acquire playbook
Qualification gates, proposal structure, scope-change rule. Adapts to founder-led vs dedicated-sales setups.
6. Deliver playbook
Kickoff artefacts, work cadence, definition of done — shaped by your stated delivery methodology.
7. Bill playbook
Time-capture rules, invoice cadence, payment-chase script — tuned to your pricing model.
8. Retain playbook
QBR rhythm, expansion triggers, churn signals — depth increases when retention is the bottleneck.
9. Decision rules
When to raise rates, when to hire, when to fire a client, when to systematise — gated by team size and ambition.
10. Tool stack
Current vs. ideal — the consolidation principle, with an honest read on what Ascend covers.
11. Risks & gaps
What your current setup is missing, ranked by leverage. Specific gaps surfaced from your inputs.
12. 30 / 60 / 90 plan
A focused implementation plan — what to stand up first, second, third. Not "do everything at once".
Why this isn't another template
Generated, not filled in
No blank template to populate. The wizard asks 12 questions; the manual generates 12 sections of prose, tables, and calendars — different for every agency.
Tuned to your reality
A solo founder targeting steady gets different cadence rituals and decision rules from a 12-person agency growing 3x. RACI scales with team size. Bill rules match your pricing model.
Honest tool stack section
The tool-stack section names what Ascend covers and what stays outside it (qualification calls, payment processing, formal QBRs). Auditable claim, not marketing.
PDF + share URL
12–15 page A4 PDF download, plus a shareable URL that re-renders the same manual without a database. Bookmark it, re-run quarterly, compare.
Twelve questions. A real operating manual. Yours to keep.
Free, no signup, no email gate. PDF download as soon as the manual is generated.