Get your agency's operating knowledge out of the founder's head and into 12 written procedures your team can actually follow — so onboarding isn't improvised, quality doesn't depend on who's in the room, and every hire stops meaning re-teaching everything from scratch.
Founders and operators of marketing, creative, web, or PR agencies (roughly 2–30 people) who are tired of re-explaining everything, missing follow-ups, and having quality depend on who's in the room.
Every agency hits the same wall: all the knowledge lives in the founder's head. Onboarding is improvised, quality depends on who does the work, and every hire means re-teaching everything from scratch.
Agency OS is a complete set of 12 standard operating procedures written specifically for small marketing and creative agencies. These aren't outlines with blank headings — each SOP is a genuinely detailed, step-by-step procedure your team can actually follow.
WHAT'S INSIDE (27 files)
A 7-person creative agency where the founder still writes every proposal and chases every invoice. Week 1 of the rollout: the invoicing follow-up ladder and file naming go live. By day 30, all 12 SOPs show "Live" in the tracker, and the newest hire onboards from documents instead of shoulder-taps.
Editable .docx (Word, Google Docs, Canva Docs) + print-ready PDFs + .xlsx tracker. Nothing to install.
None — just your agency's name, tools, and role assignments to fill the brackets.
Instant download as a ZIP file after purchase.
Use within your own single agency; share customized copies with your employees and contractors. No resale or redistribution of the templates. Full terms in README-license.txt.
Q: Are these just outlines I have to fill in myself? A: No. Every SOP contains complete, detailed procedures — typically 10+ numbered steps plus checklists. You only fill in the [bracketed] fields (your tools, names, thresholds).
Q: We're a 3-person agency. Is this overkill? A: Start with the week 1–2 rollout (invoicing, file naming, onboarding, communication cadence). Add the rest as you grow. Small agencies benefit most because there's no ops team to write these.
Q: Can we edit these in Google Docs? A: Yes — the DOCX files open in Word, Google Docs, and import into Canva Docs.
Q: Do these work outside the US? A: The processes are tool- and region-neutral by design (your tools go in the brackets). Employment and contract topics are framed as workflow templates — get local counsel review, as the guide explains.
Q: How do we keep SOPs from going stale? A: Each SOP has a Revision Notes section and the tracker computes 90-day review reminders automatically. The guide's rule: when reality contradicts a SOP, update the SOP.
Questions? Contact us through the Gumroad product page. Free updates to v1.x.
No. Every SOP contains complete, detailed procedures — typically 10+ numbered steps plus checklists. You only fill in the [bracketed] fields (your tools, names, thresholds).
Start with the week 1–2 rollout (invoicing, file naming, onboarding, communication cadence). Add the rest as you grow. Small agencies benefit most because there's no ops team to write these.
Yes — the DOCX files open in Word, Google Docs, and import into Canva Docs.
The processes are tool- and region-neutral by design (your tools go in the brackets). Employment and contract topics are framed as workflow templates — get local counsel review, as the guide explains.
Each SOP has a Revision Notes section and the tracker computes 90-day review reminders automatically. The guide's rule: when reality contradicts a SOP, update the SOP.
Message the seller through the Gumroad product page contact form.
12 fully written SOPs for agencies — client onboarding, proposals, QA, invoicing & more. Editable Word docs + PDFs, setup guide with 30-day rollout plan, and a tracker. Stop running your agency from memory.
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