AgencyOS

Built on ArtMetrics

Delivery / Client Ops

ClientOps

Account management, client communication, and service workflows.

available
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

Service package scaffold

This plugin can be added to proposal only or installed as a draft tenant service package.

Problem / Outcome Summary

Business problem

Client work drifts when account communication, tasks, and health signals are not unified.

Business impact

better client communicationless operational drift

Operational symptoms

  • client updates are inconsistent
  • account health is subjective
  • service workflows vary by manager

Recommended user

Account managerDelivery manager

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

ClientOps Workspace

workflow

Operational workspace for ClientOps tasks, owners, and outcomes.

ClientOps Dashboard

dashboard

Manager visibility and KPI reporting for ClientOps.

ClientOps Implementation Checklist

checklist

Step-by-step install and operationalization checklist for ClientOps.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for ClientOps.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for ClientOps.

Templates

ClientOps SOP

sop

Standard operating procedure for installing and running ClientOps.

ClientOps Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

ClientOps Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

ClientOps Executive Dashboard

scorecard, trend, exception table

Executive rollup for ClientOps outcomes, risk, and implementation progress.

ClientOps Operator Queue

table, kanban

Daily action queue and blocked-work visibility for ClientOps.

AI Actions

Diagnose ClientOps gap

system recommendation

Which ClientOps workflow should we install first for this client?

Write ClientOps proposal insert

RevMax proposal section

Explain ClientOps to an executive buyer.

Automations

ClientOps task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

ClientOps exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

ClientOps

available

manual import and demo-local workflow

KPIs

Client Update Cadence

leading

Improve 20% in 60 days

Account Health

operational

Tracked weekly

Service Sla

lagging

Tracked weekly

Interactive Preview

Operational workspace for ClientOps tasks, owners, and outcomes.

ClientOps Workspace

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsAccount manager1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationAccount manager3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingAccount manager2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationAccount manager1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingAccount manager1-2 weeks
Install ClientOps

This will add

ClientOps Workspace
ClientOps Dashboard
ClientOps Implementation Checklist
ClientOps Executive Dashboard
ClientOps Operator Queue
ClientOps SOP
ClientOps Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

none

Commonly paired

deliveryosqbropsretentionos

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: none for demo install

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

ClientOps Proposal Section

ClientOps addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Client Update CadenceAccount HealthService Sla