FOR AGENCY FOUNDERS

The prompts you would write if you had six more hours a week

Hand-picked prompts for owners juggling sales, delivery, and growth — to drag the heavy lifting out of your head and into a system.

Structure · Cold / Discovery / Demo Scripts
Build a Discovery Question Bank for an SEO Agency
Generate a layered discovery question bank an SEO seller can use across first calls to surface budget, urgency, and decision process.
foundermanagerrepIntermediate⏱ 2–3 hours of playbook building
Structure · Cold / Discovery / Demo Scripts
Write a Portfolio / Case-Study Walkthrough Demo Script
Turn a case study into a tight, narrative-driven demo script that mirrors the prospect's situation back to them.
repmanagerfounderIntermediate⏱ 1–2 hours per pitch
Structure · Cold / Discovery / Demo Scripts
Create a LinkedIn Voice-Note Cold Outreach Script
Write a 60-second LinkedIn voice note script that feels personal, references the prospect's profile, and asks a low-friction next step.
repfounderIntermediate⏱ 20–30 min per voice note
Structure · Cold / Discovery / Demo Scripts
Create a Multi-Channel First-Touch Outreach Script
Write a coordinated Day-1 outreach sequence — email + LinkedIn + call — where each touch reinforces the others.
repmanagerfounderAdvanced⏱ 45–60 min per tier-1 account
Structure · Comp Plans & Role-Play Scenarios
Design a Base + Commission Plan for Agency AEs
Generate a base + commission comp plan for agency AEs with OTE math, accelerators, and retention hooks.
foundermanagerIntermediate⏱ 4-6 hours
Structure · Comp Plans & Role-Play Scenarios
Build an SDR Compensation Plan
Build an SDR comp plan tied to qualified meetings and pipeline created, not vanity activity.
foundermanagerIntermediate⏱ 3-5 hours
Structure · Comp Plans & Role-Play Scenarios
Design a Referral Incentive Comp Structure
Design a referral comp structure that pays internal team members and external partners for closed-won introductions.
foundermanagerIntermediate⏱ 3-5 hours
Structure · Comp Plans & Role-Play Scenarios
Create a SPIFF / Sales Contest Plan
Design a time-boxed SPIFF or sales contest that drives a specific behavior without warping the comp plan.
managerfounderBeginner⏱ 2-3 hours
Structure · Comp Plans & Role-Play Scenarios
Write a Renewal / Expansion Comp Plan
Build a comp plan for the role(s) that own retainer renewals and account expansion, balancing retention and growth.
foundermanagerAdvanced⏱ 5-7 hours
Structure · ICP & Niche Definition
Define an Ideal Client Profile for a Digital Marketing Agency
Build a complete ICP document for your agency based on services, best clients, and unit economics.
foundermanagerIntermediate⏱ ~3 hours
Structure · ICP & Niche Definition
Pick a Profitable Niche for a New Agency
Stress-test 3-5 candidate niches against demand, margin, competition, and your unfair advantages.
founderIntermediate⏱ ~5 hours
Structure · ICP & Niche Definition
Audit Your Current Client Roster to Find Your Real ICP
Pattern-match your actual book of business to discover the ICP you're already winning with.
foundermanagerIntermediate⏱ ~4 hours
Structure · ICP & Niche Definition
Build a Disqualification ("Who We're Not For") List
Codify the bad-fit patterns that have cost your agency money so reps stop chasing them.
foundermanagerBeginner⏱ ~2 hours
Structure · ICP & Niche Definition
Find Underserved Verticals for a Paid Media Agency
Surface 5-10 verticals where paid media demand is high but specialized agency supply is thin.
founderAdvanced⏱ ~6 hours
Structure · ICP & Niche Definition
Build a Buyer Persona Doc for an Agency Offer
Create a one-page buyer persona keyed to a specific agency offer — what they care about, fear, and need to hear.
foundermanagerIntermediate⏱ ~3 hours
Structure · ICP & Niche Definition
Identify Expansion ICPs from Existing Best-Fit Clients
Find the adjacent ICPs your best clients unlock — same buyer, neighboring industry, or upstream/downstream of their value chain.
foundermanagerAdvanced⏱ ~4 hours
Structure · Offer / Positioning / Messaging
Write an Agency Positioning Statement
Generate a tight, defensible positioning statement that anchors every piece of agency sales and marketing copy.
foundermanagerIntermediate⏱ 4-6 hours
Structure · Offer / Positioning / Messaging
Generate a "Why Us vs Other Agencies" Differentiator List
Produce a ranked, evidence-backed list of differentiators reps can drop into proposals and discovery rebuttals.
foundermanagerrepIntermediate⏱ 3-5 hours
Structure · Offer / Positioning / Messaging
Reframe an Agency Service as a Business Outcome
Convert a deliverable-heavy service description into outcome-first language a CFO would actually approve.
foundermanagerrepBeginner⏱ 2-3 hours
Structure · Offer / Positioning / Messaging
Build a Value Proposition Matrix per ICP Segment
Map distinct value props, pains, and proof points to each ICP segment so sales and marketing stop one-size-fits-all messaging.
foundermanagerAdvanced⏱ 6-10 hours
Structure · Offer / Positioning / Messaging
Rewrite an Agency Homepage Hero in 30 Seconds
Generate three on-brand homepage hero variants (H1, subhead, primary CTA) that pass the 5-second clarity test.
foundermanagerBeginner⏱ 3-4 hours
Structure · Offer / Positioning / Messaging
Craft a Category-of-One Narrative for an Agency
Build a 4-part narrative that names a new category and positions your agency as its only credible provider.
founderAdvanced⏱ 8-12 hours
Structure · Offer / Positioning / Messaging
Generate Three Offer Angles for the Same Service Line
Spin one core service into three distinct positioned offers (productized, premium retainer, fixed-outcome) for different buyer triggers.
foundermanagerIntermediate⏱ 5-8 hours
Structure · Offer / Positioning / Messaging
Audit Agency Messaging for Buyer-Language Fit
Compare your website and sales copy to the actual words buyers use in calls and emails, then flag every mismatch.
foundermanagerIntermediate⏱ 4-7 hours
Structure · Offer / Positioning / Messaging
Write a One-Line "What Do You Do?" Pitch
Generate a memorable one-line pitch your whole team can use at events, in DMs, and on LinkedIn intros without sounding scripted.
foundermanagerrepBeginner⏱ 1-2 hours
Structure · Playbooks & SOPs
Write a Discovery Call Playbook for an Agency
Turn a blank doc into a repeatable, agency-specific discovery call playbook your reps actually follow.
foundermanagerrepIntermediate⏱ 3-4 hours per playbook
Structure · Playbooks & SOPs
Build a Demo / Portfolio Walkthrough Playbook
Build a repeatable playbook for walking prospects through your agency's case studies and live work without losing the room.
foundermanagerrepIntermediate⏱ 2-3 hours
Structure · Playbooks & SOPs
Create a Proposal-Stage Playbook
Define exactly how proposals get built, sent, and followed up on so deals don't stall after the pitch.
foundermanagerIntermediate⏱ 4-5 hours
Structure · Playbooks & SOPs
Build an Inbound-Lead Response Playbook (Speed-to-Lead)
Build a minute-by-minute playbook for how inbound leads get touched, qualified, and booked before they go cold.
foundermanagerrepIntermediate⏱ 3-5 hours
Structure · Playbooks & SOPs
Create a Referral-Handling SOP
Write the rule for how referrals get acknowledged, qualified, attributed, and thanked so your best lead source stays warm.
foundermanagerBeginner⏱ 1-2 hours
Structure · Playbooks & SOPs
Write a Weekly CRM Hygiene SOP
Codify a 30-minute weekly CRM cleanup ritual so your pipeline reports are actually trustworthy.
foundermanagerIntermediate⏱ 3-4 hours weekly across the team
Structure · Pricing & Packaging
Build Three-Tier Pricing for a Paid Media Retainer
Generate a Good/Better/Best paid media retainer pricing structure with clear scope, deliverables, and margin targets.
foundermanagerIntermediate⏱ 4-6 hours of pricing workshops
Structure · Pricing & Packaging
Price a One-Off Website Build Project
Calculate a defensible fixed price for a one-off website build with scope, hours, margin, and risk buffer baked in.
foundermanagerIntermediate⏱ 2-3 hours per quote
Structure · Pricing & Packaging
Productize an SEO Offer as a Fixed Package
Turn a custom SEO service into a productized fixed-scope, fixed-price package reps can sell off the shelf.
foundermanagerIntermediate⏱ Half a day of packaging work
Structure · Pricing & Packaging
Build a Creative Services Rate Card
Generate a clear, defensible rate card for creative services (design, video, copy) that reps can quote from.
foundermanagerIntermediate⏱ 1-2 days of pricing work
Structure · Pricing & Packaging
Write a Discounting Policy for an Agency
Draft a one-page discounting policy that tells reps when, how much, and with what approval they can discount.
foundermanagerBeginner⏱ 3-4 hours of policy drafting
Structure · Pricing & Packaging
Design a Value-Based Pricing Model
Move a service from hourly or cost-plus pricing to a value-based model tied to client outcomes and willingness to pay.
founderAdvanced⏱ A full pricing strategy session
Structure · Pricing & Packaging
Build a Performance / Outcome-Based Pricing Structure
Design a hybrid base+performance pricing structure with clear KPIs, payout math, and risk caps both sides accept.
founderAdvanced⏱ A full-day pricing/legal session
Structure · Pricing & Packaging
Compare Annual vs Monthly Pricing for Retainers
Model annual vs monthly retainer pricing side-by-side with cash flow, churn, and margin trade-offs spelled out.
foundermanagerIntermediate⏱ A half-day modeling session
Structure · Pricing & Packaging
Write a Price-Increase Letter for Existing Clients
Draft a tailored price-increase email that names the increase, justifies it, gives the client a path forward, and protects the relationship.
foundermanagerIntermediate⏱ 30-45 min per client email
Structure · Pricing & Packaging
Build an Add-On / Upsell Services Menu
Create a menu of fixed-price add-ons reps and account managers can offer to existing clients to expand revenue.
foundermanagerrepIntermediate⏱ A full day of packaging and enablement
Structure · Proposals & SOWs
Write a Digital Agency Proposal Template
Generate a complete, reusable proposal template tailored to your agency's services and ideal client profile.
foundermanagerBeginner⏱ 3-4 hours per template build
Structure · Proposals & SOWs
Build a Statement of Work for an SEO Retainer
Draft a complete Statement of Work for an ongoing SEO retainer with scope, deliverables, KPIs, and exit terms.
foundermanagerIntermediate⏱ 2-3 hours per SOW
Structure · Proposals & SOWs
Create a Paid Media Proposal Outline
Produce a tight, channel-specific paid media proposal outline that maps spend, channels, and projected CAC.
foundermanagerrepIntermediate⏱ 2 hours per proposal outline
Structure · Proposals & SOWs
Write a Web Design Project SOW
Draft a fixed-scope web design SOW with phases, deliverables, revision limits, and milestone payments.
foundermanagerIntermediate⏱ 3 hours per SOW
Structure · Proposals & SOWs
Build a Creative Services Proposal
Build a creative services proposal that justifies your craft and pricing without sounding precious about it.
foundermanagerIntermediate⏱ 3-4 hours per proposal
Structure · Proposals & SOWs
Write the Executive Summary Section of an Agency Proposal
Write the executive summary that makes a busy buyer agree before they read the rest of the proposal.
foundermanagerrepBeginner⏱ 45-60 minutes per proposal
Structure · Proposals & SOWs
Build a Projected-Outcomes / ROI Section
Write a projected-outcomes section that shows a credible ROI range with stated assumptions, not magic numbers.
foundermanagerAdvanced⏱ 2-3 hours per projection
Structure · Proposals & SOWs
Write a Deliverables and Scope Section for a Retainer
Spell out exactly what's in and out of scope for a monthly retainer so neither side ends up resentful.
foundermanagerIntermediate⏱ 60-90 minutes per retainer
Structure · Proposals & SOWs
Write a Pricing and Payment Terms Section
Write a pricing and payment terms section that protects cash flow without scaring off the buyer.
foundermanagerIntermediate⏱ 45-60 minutes
Structure · Proposals & SOWs
Build a Scope-Creep Prevention Clause
Write a scope-creep prevention clause that turns 'just one more thing' requests into billable change orders.
foundermanagerAdvanced⏱ Recovers 5-15 hours/month of unbilled work
Structure · Rep Onboarding & Ramp
Write a 30-60-90 Day Ramp Plan for a New Agency Rep
Generate a milestone-based 30-60-90 day ramp plan that gets a new agency rep to first closed deal with measurable weekly KPIs.
foundermanagerIntermediate⏱ 4-6 hours
Structure · Rep Onboarding & Ramp
Create a Service-Line Training Outline (SEO/Paid/Web/Creative)
Outline a multi-week service-line training (SEO, paid, web, creative) that turns a green rep into someone who can credibly discovery a buyer.
foundermanagerIntermediate⏱ 5-7 hours
Structure · Rep Onboarding & Ramp
Write a Sales Certification Checklist
Produce a rigorous sales certification checklist with named criteria and pass thresholds so a rep is either certified or not — no vibes.
managerfounderAdvanced⏱ 3-5 hours
Structure · Sales Process & Stage Design
Map an End-to-End Agency Sales Process
Generate a complete, stage-by-stage sales process tailored to your agency's services, deal size, and sales cycle.
foundermanagerIntermediate⏱ 4-6 hours vs. building from scratch with the team
Structure · Sales Process & Stage Design
Define Exit Criteria for Every Pipeline Stage
Turn fuzzy pipeline stages into provable, CRM-enforceable exit criteria so deals stop ghost-advancing.
managerfounderIntermediate⏱ 3 hours and one painful forecast meeting
Structure · Sales Process & Stage Design
Design a Discovery-to-Proposal Handoff Process
Build a watertight handoff process so nothing learned in discovery gets lost on the way to a proposal.
managerfounderIntermediate⏱ Recovers ~10% of lost deals from handoff drops
Structure · Sales Process & Stage Design
Write Per-Stage Disqualification Criteria
Define what kills a deal at every stage so reps stop dragging dead pipeline through the forecast.
managerfounderIntermediate⏱ Reclaims ~6 AE hours/week on dead pipeline
Structure · Sales Process & Stage Design
Set SLAs for Each Step of the Sales Cycle
Set response and handoff SLAs across every step of the sales cycle so deals stop dying from internal latency.
managerfounderIntermediate⏱ Can compress sales cycle 15-25%
Structure · Sales Process & Stage Design
Define MQL → SQL Handoff Criteria
Define exactly when a marketing-qualified lead becomes a sales-qualified lead so the handoff stops being a fight.
managerfounderIntermediate⏱ 3 hours of meeting + months of friction
Structure · Sales Process & Stage Design
Design a Multi-Stakeholder Sales Process for Mid-Market Agencies
Design a sales process built for deals with 4+ stakeholders, procurement, and a 60-120 day cycle.
foundermanagerAdvanced⏱ Protects 6-figure deals from late-stage death
Structure · Sales Process & Stage Design
Build a Weekly Deal Review Template
Create a structured weekly deal review template that surfaces risk, drives next actions, and keeps reviews under 45 minutes.
managerfounderIntermediate⏱ 30+ minutes per rep per week
Structure · Sequence / Cadence Design
Build a 14-Day Cold Outbound Sequence
Design a 14-day, multi-touch cold email cadence tailored to your agency's ICP and offer.
foundermanagerIntermediate⏱ 2-3 hours
Structure · Sequence / Cadence Design
Create a Proposal-Sent Nurture Sequence
Build a 12-day proposal-sent nurture cadence that pressure-tests objections without feeling pushy.
repmanagerfounderAdvanced⏱ 2 hours
Structure · Sequence / Cadence Design
Design a Multi-Channel Outbound Cadence (Email + LinkedIn + Call)
Architect a 17-day email + LinkedIn + call cadence with clear channel sequencing rules and SDR-friendly task design.
managerfounderAdvanced⏱ 3-4 hours
Structure · Sequence / Cadence Design
Create a Referral-Ask Cadence for Happy Clients
Systematize a 30-day referral-ask cadence triggered by client wins, milestones, or high NPS scores.
foundermanagerBeginner⏱ 1 hour
Structure · Sequence / Cadence Design
Build a Webinar / Event Follow-Up Cadence
Design a 10-day post-event cadence that segments attendees vs no-shows and books qualified discovery calls.
managerfounderIntermediate⏱ 2 hours
Structure · Sequence / Cadence Design
Design an Inbound Lead Nurture Sequence
Design a 21-day inbound nurture sequence that segments by lead source and routes high-fit leads to sales fast.
managerfounderAdvanced⏱ 3 hours
Structure · Sequence / Cadence Design
Build a Renewal / Annual Review Cadence
Build a 90-day pre-renewal cadence that surfaces expansion opportunities and locks in agency retainer renewals.
foundermanagerAdvanced⏱ 3-4 hours
Tracking · Attribution & Source Tracking
Build a Lead Source Taxonomy for an Agency
Generate a clean, MECE lead source picklist that ends the 'Other / Unknown' mess in your CRM.
foundermanagerIntermediate⏱ 6-8 hours
Tracking · Attribution & Source Tracking
Design First-Touch vs Multi-Touch Attribution Rules
Decide which attribution model to use for which decision, written as rules your team can actually follow.
foundermanagerAdvanced⏱ 8-10 hours
Tracking · Attribution & Source Tracking
Map Referral Source Tracking in a CRM
Capture WHO referred each deal — client, partner, or employee — so you can pay, thank, and double down.
foundermanagerIntermediate⏱ 5-7 hours
Tracking · Attribution & Source Tracking
Build a Self-Reported Attribution Survey
Write a 'How did you hear about us?' question that actually produces useful answers and reconciles with platform data.
foundermanagerIntermediate⏱ 4-6 hours
Tracking · Attribution & Source Tracking
Design a Pipeline Source vs Revenue Source View
Build two side-by-side views that show which channels create pipeline vs which actually convert to revenue.
foundermanagerAdvanced⏱ 8-12 hours
Tracking · Attribution & Source Tracking
Write an Attribution Audit for Existing Pipeline Data
Audit your last 12 months of pipeline and find every deal with broken, missing, or wrong source data.
foundermanagerAdvanced⏱ 12-16 hours
Tracking · Attribution & Source Tracking
Build an Account-Based Attribution Model
Roll up every contact-level touch to the account so you can see what's really driving target-account pipeline.
foundermanagerAdvanced⏱ 10-14 hours
Tracking · Attribution & Source Tracking
Design a Channel Mix Attribution Report
Build one report that shows the full channel mix — paid, organic, outbound, referral — with revenue, spend, and ROI side by side.
foundermanagerAdvanced⏱ 10-14 hours
Tracking · Call/Email Summary to CRM
Turn an Email Thread Into a CRM Activity Log
Compress a long back-and-forth email thread into a chronological CRM activity log a teammate can scan in 60 seconds.
repmanagerfounderBeginner⏱ 20-30 min per thread
Tracking · Call/Email Summary to CRM
Extract Competitor Mentions From a Call Transcript
Pull every competitor mention out of a call transcript, classify it (incumbent / shortlist / replaced / informational), and log it to CRM.
managerfounderrepIntermediate⏱ 10-15 min per call
Tracking · Call/Email Summary to CRM
Turn a Slack DM Sales Conversation Into a CRM Update
Convert a sprawling Slack Connect or DM thread with a prospect into a clean CRM update with commitments, sentiment, and next steps.
founderrepIntermediate⏱ 20-30 min per thread
Tracking · Call/Email Summary to CRM
Extract Pricing Objections From a Call Transcript
Find every pricing pushback in a transcript, categorize it (sticker shock, comparison, scope, ROI doubt, timing), and suggest a CRM-tagged response.
repmanagerfounderIntermediate⏱ 15-20 min per call
Tracking · Call/Email Summary to CRM
Generate a CRM-Ready Deal Summary From Raw Notes
Take your messy post-call notes (typos, shorthand, brain-dump) and turn them into a clean, structured deal summary ready for the CRM.
repfounderBeginner⏱ 15-20 min per deal
Tracking · CRM Setup & Required Fields
Build a CRM Field Spec for an Agency Sales Pipeline
Generate a complete CRM field specification covering deal, contact, and company objects tailored to an agency's services and reporting needs.
foundermanagerIntermediate⏱ 4-6 hours of RevOps planning
Tracking · CRM Setup & Required Fields
Define Required Fields per Pipeline Stage
Map which CRM fields must be filled at each pipeline stage so deals can't move forward with garbage data.
managerfounderIntermediate⏱ 3-4 hours plus prevents 1-2 blown forecasts/quarter
Tracking · CRM Setup & Required Fields
Map Custom Fields for Tracking Agency Service Lines
Design a custom field structure that cleanly tracks which service lines a deal includes, what each is worth, and which AM owns delivery.
foundermanagerAdvanced⏱ 6-8 hours of CRM architecture work
Tracking · CRM Setup & Required Fields
Build a Lead Source Field Taxonomy
Design a two-level lead source taxonomy (Source + Source Detail) so attribution reports actually work and reps stop typing 'Referral' 9 different ways.
managerfounderIntermediate⏱ 3-5 hours of attribution cleanup
Tracking · CRM Setup & Required Fields
Design a Deal Object Schema for a Retainer Agency
Architect a Deal object that handles MRR, contract length, renewal dates, and expansion deals cleanly — built for retainer agencies, not SaaS.
foundermanagerAdvanced⏱ 8-10 hours of CRM architecture
Tracking · CRM Setup & Required Fields
Audit a Messy CRM for Missing Required Data
Run a structured audit of an agency CRM to find missing, stale, or inconsistent data — with a triage plan for what to fix first.
managerfounderIntermediate⏱ 8-12 hours of audit work
Tracking · CRM Setup & Required Fields
Standardize Field Names Across Pipedrive/HubSpot/Salesforce
Build a canonical field naming convention that maps cleanly between Pipedrive, HubSpot, and Salesforce — so migrations, integrations, and reporting don't break.
foundermanagerAdvanced⏱ 10-15 hours and one migration disaster avoided
Tracking · CRM Setup & Required Fields
Build a CRM Field Glossary for the Whole Team
Turn your CRM's fields into a plain-English glossary every rep, AM, and leader can actually understand — so 'MRR' means the same thing to everyone.
managerfounderBeginner⏱ 3-4 hours and weeks of internal arguments
Tracking · CRM Setup & Required Fields
Map Required Fields by Stage to a Conditional Logic Spec
Turn your stage-by-stage required fields into a developer-ready conditional logic spec your CRM admin can build directly into validations and workflows.
managerfounderAdvanced⏱ 6-8 hours of admin spec work
Tracking · Dashboard & KPI Spec
Spec a Sales Pipeline Dashboard for an Agency Founder
Generate a focused, founder-level pipeline dashboard spec ready to hand to a BI builder.
founderIntermediate⏱ 4-6 hours of dashboard scoping
Tracking · Dashboard & KPI Spec
Design a Conversion-Rate Dashboard by Stage
Spec a stage-by-stage conversion dashboard that exposes exactly where deals leak.
foundermanagerIntermediate⏱ 3-4 hours
Tracking · Dashboard & KPI Spec
Spec a Forecast Roll-Up Dashboard for Managers
Spec a forecast roll-up dashboard so managers can submit a defensible number, not a guess.
managerfounderAdvanced⏱ 5-7 hours
Tracking · Dashboard & KPI Spec
Build a Service-Line Performance Dashboard
Spec a per-service-line P&L-style dashboard so you know which offerings to double down on.
founderAdvanced⏱ 5-8 hours
Tracking · Dashboard & KPI Spec
Design a Lead-Source ROI Dashboard
Spec a lead-source ROI dashboard so you stop paying for channels that don't close.
foundermanagerIntermediate⏱ 4-6 hours
Tracking · Dashboard & KPI Spec
Build a Win-Rate Trend Dashboard
Spec a win-rate trend dashboard that segments wins by rep, service, and deal size so the trend is actionable.
foundermanagerIntermediate⏱ 3-5 hours
Tracking · Dashboard & KPI Spec
Spec a Revenue-by-Cohort Dashboard
Spec a client-cohort revenue dashboard so you see retention, expansion, and churn by signup cohort.
founderAdvanced⏱ 6-10 hours
Tracking · Data-Capture Checklists
Build a Closed-Won Data Capture Checklist
Lock in the fields that must be captured the day a deal closes-won so onboarding, finance, and reporting all fire correctly.
foundermanagerIntermediate⏱ 3–5 hours per won deal in handoff cleanup
Tracking · Data-Capture Checklists
Write a Closed-Lost Data Capture Checklist
Capture structured loss data on every dead deal so the agency can spot patterns instead of guessing why deals die.
foundermanagerIntermediate⏱ Unlocks 5–10% win-rate gains via pattern recognition