FOUNDER OS

Agency Owner

Runs 14 client retainers on a 4-person team without dropping a ball

Agency Operator

A marketing/creative agency owner who lives in client delivery, new-business pipeline, and reporting. This OS variant turns a small team's chaos into a watched factory line: every retainer's scope, deadlines, deliverables, and monthly report run on rails so nothing slips and no client churns silently.

North star

Net retainer MRR retained (revenue kept, not just won)

Pillars · 5

New BusinessLead-to-signed-retainer pipeline and proposals

Pipeline BotProposal DrafterDiscovery SchedulerWin-Loss Logger

Client DeliveryRetainer scope, deadlines, and deliverables across every account

Account PilotDeadline SentinelScope GuardQA Reviewer

Creative StudioAsset production, brand consistency, and approvals

Brief BuilderAsset WranglerBrand CopApproval Chaser

Reporting & RetentionMonthly client reports, health scores, and churn defense

Report CompilerHealth ScorerChurn SentinelQBR Prep

Agency OpsTeam utilization, billing, and margin per account

Capacity PlannerInvoice RunnerMargin WatchTime Auditor

Connectors

HubSpot CRMAsanaSlackGoogle Analytics 4Meta Ads ManagerGoogle AdsHarvestQuickBooks Online

Tracks

›Net retainer MRR
›Client health score
›On-time delivery rate
›Team utilization %
›Gross margin per account

Every agent reads the shared G-Brain for each client's brand guidelines, scope-of-work, past approvals, and account history, so proposals, creative, and reports all speak in the right voice without re-briefing.

Signature play

On the 1st of each month, Report Compiler pulls GA4, Meta, and Google Ads numbers for all active retainers, drafts a branded report per client in their voice, and Health Scorer flags any account trending toward churn so the owner walks into every QBR already knowing who's at risk and who to upsell.