AgencyOS

Built on ArtMetrics

Delivery / Client Ops

DeliveryOS

Project coordination, kickoff, ownership, and implementation visibility.

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

Delivery loses trust when sales promises, owners, scope, and implementation status are disconnected.

Business impact

faster kickoffclearer delivery ownership

Operational symptoms

  • handoff gaps
  • unclear owners
  • client asks for status manually

Recommended user

Delivery managerAccount managerCOO

Install / Configure

Tooling Included

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

Tools

DeliveryOS Workspace

workflow

Operational workspace for DeliveryOS tasks, owners, and outcomes.

DeliveryOS Dashboard

dashboard

Manager visibility and KPI reporting for DeliveryOS.

DeliveryOS Implementation Checklist

checklist

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

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for DeliveryOS.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for DeliveryOS.

Templates

DeliveryOS SOP

sop

Standard operating procedure for installing and running DeliveryOS.

DeliveryOS Proposal Section

proposal_section

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

DeliveryOS Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

DeliveryOS Executive Dashboard

scorecard, trend, exception table

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

DeliveryOS Operator Queue

table, kanban

Daily action queue and blocked-work visibility for DeliveryOS.

AI Actions

Diagnose DeliveryOS gap

system recommendation

Which DeliveryOS workflow should we install first for this client?

Write DeliveryOS proposal insert

RevMax proposal section

Explain DeliveryOS to an executive buyer.

Automations

DeliveryOS task routing

low

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

DeliveryOS exception alert

medium

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

Integrations

DeliveryOS

available

manual import and demo-local workflow

KPIs

Handoff Completion

leading

Improve 20% in 60 days

On Time Kickoff

operational

Tracked weekly

Implementation Visibility

lagging

Tracked weekly

Interactive Preview

Operational workspace for DeliveryOS tasks, owners, and outcomes.

DeliveryOS 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-winsDelivery manager1-2 days
2

Operationalize workflow

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

operationalizationDelivery manager3-5 days
3

Add visibility layer

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

reportingDelivery manager2-4 days
4

Enable MarketX actions

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

ai-optimizationDelivery manager1-3 days
5

Scale controls

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

enterprise-scalingDelivery manager1-2 weeks
Install DeliveryOS

This will add

DeliveryOS Workspace
DeliveryOS Dashboard
DeliveryOS Implementation Checklist
DeliveryOS Executive Dashboard
DeliveryOS Operator Queue
DeliveryOS SOP
DeliveryOS 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

handoffmaxclientops

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: pixelguard

Proposal Usage

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

Generated proposal-ready section

DeliveryOS Proposal Section

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

Handoff CompletionOn Time KickoffImplementation Visibility