For agency operators · 5–50 clients

The agency command centre. Notion and Asana wish they had built.

Most agency ops tools tell you what tasks to do. This one tells you which clients to actually spend Monday on, then gets smarter every week because of it.

Install it tonight - $297 AUD
One-time·Instant delivery·Built on 10+ years of agency ops·30-day refund
10+ Client roster size
Weekly Triage cadence
10 Modules
<2hrs Setup
The whole argument

Notion is a filing cabinet. This is a decision engine.

01 - The problem

Task lists don't rank clients

Your Asana shows 47 open items. Your Slack has 12 channels lighting up. Nothing tells you which of your 14 clients to actually spend Monday on.

02 - The other problem

Your portfolio has no memory

Every client's pattern lives in your head — which one drifts in month 6, who responds faster to Loom, what fires recur. You forget. The next operator inherits nothing.

03 - The fix

A Claude Project that triages every Monday

Reads every client log. Scores health. Names the week's highest-leverage action. Compounds per-client intelligence. After 12 weeks it knows your accounts better than you do.

What's in the zip

10 modules. One operating system.

M01
Client Roster Intake Builds the single source of truth: every client, tier, retainer, cadence, contact.
Outputs 01-CLIENT-ROSTER.md
M02
Brand Master (per client) Per-client context: KPIs, ICP, what success looks like, retention signals.
Outputs 02-BRAND-MASTER-[Slug].md
M03
Cadence & Decision Rules Your rhythm: weekly/monthly per tier. Kill/escalate/save/upsell thresholds.
Outputs 03 + 05
M04
Team Capacity Map Who does what, capacity per role, who's overloaded. Skip if solo.
Outputs 04-TEAM-CAPACITY.md
M05
Monday Portfolio Triage [FLAGSHIP] The weekly scorecard. Per-client health, the week's #1 action, what NOT to focus on.
Weekly cadence
M06
Friday Client Wrap Per-client weekly recap. Updates client log. Compounds intelligence.
Updates 06-CLIENT-LOG-[Slug].md
M07
Monthly Client Review Deeper monthly read. Retention risk. Expansion opportunity. Loom script.
Monthly cadence
M08
New Client Onboarding 14-day async sequence. Forces a Day-7 wrap. Catches drift before Day 30.
Per new client
M09
Offboarding / Save Playbook Churn-risk diagnostic. Save the client or plan a clean exit. No hedging.
Event-driven
M10
Active Patterns Refresh Monthly cross-portfolio audit. Identifies patterns across multiple clients. Promotes to Decision Rules.
Monthly cadence
Vs. everything else

Project tools store information. This makes decisions.

Operations Hub Notion / Asana Generic AI chat Your spreadsheet
Ranks clients by attention needed Every Monday No Not stateful Manual
Compounds per-client memory Weekly Records, doesn't synthesise Resets each chat Manual
Cost $297 once $8–24/user/mo forever Generic Your hours, forever
Time to value Week 1 useful, week 12 sharp Months of setup Instant but shallow Weeks
Who built it
M

Built by Jake and Chris. With 20 years of ecom experience between them, 10+ successful exits and $20m+ of ad spend, operations has always been key, running ultiple rbands isn't easy.

For years I tried Notion, Asana, Monday, Click-Up. Every one of them either was too expensive or too basic.

I ran a version of this manually on my own roster for six months before packaging it. The question I kept asking: why doesn't every operator with multiple brands or clients have something like this already?

10+ years agency opsMulti-brand operator$20M+ managed spend
Be honest with yourself

Not for everyone. Not built to be.

Built for you if

  • You run 5–50 client accounts
  • You're the operator making the calls
  • You use Claude (or you'll start tonight)
  • You want a triage tool, not a task list
  • Notion / Asana isn't giving you decisions

Not for you if

  • 1–2 clients only — overkill
  • You want a PM tool to track tasks
  • You won't get Claude Pro / Team
  • You want a tool that runs the agency for you
  • You won't commit 45 min every Monday
The stupidest maths in agency

You bill $297 in under an hour.

Operations Hub
PM tools: $2,000–$10,000/yr per agency
$297
AUD · one-time · instant digital delivery
Lock it in for $297
Requires Claude Pro or Team (~$28/mo AUD)
30 DAY
If your Mondays don't visibly sharpen, full refund. Run it 4 Mondays. Not sharper? Email me — every dollar back, no friction.
Last questions before you click buy

FAQ

Do I need Claude Pro or Team?
Yes — Pro (~$28/mo AUD) minimum.
I'm solo with 2 brands. Will this work?
Yes. Treat your brands as clients. The compounding intelligence is even more powerful when concentrated.
Does this replace Notion / Asana?
No. It sits on top. Keep your task tools. Use this to decide which Monday matters.
How long does setup take?
About 1h45m total — split across two sittings if you want. Day 1 is ~1h. Day 2 is ~45m.
What if I have 30+ clients?
Start with your top 10 by retainer. Add the rest over the first month. M01 is additive.
Can my team install it?
Yes. Per-buyer licence. Run it across as many roster setups as you manage.
Do I get updates?
Yes. New modules and refinements ship to existing buyers free.

Either your Mondays decide what matters.
Or your clients do.

Install it tonight — $297 AUD
30-day refund·Instant delivery