AgencyOS

Built on ArtMetrics

Industry Systems

LocalBusinessOS

Local lead intake, reviews, local SEO, follow-up, offers, and retention systems.

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

Local businesses need a simple operating layer for demand, follow-up, reputation, and retention.

Business impact

faster speed-to-leadbetter local visibilityhigher retention

Operational symptoms

  • missed local leads
  • review requests are inconsistent
  • offers are not tracked

Recommended user

CEOFront deskCOO

Install / Configure

Tooling Included

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

Tools

LocalBusinessOS Workspace

workflow

Operational workspace for LocalBusinessOS tasks, owners, and outcomes.

LocalBusinessOS Dashboard

dashboard

Manager visibility and KPI reporting for LocalBusinessOS.

LocalBusinessOS Implementation Checklist

checklist

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

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for LocalBusinessOS.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for LocalBusinessOS.

Templates

LocalBusinessOS SOP

sop

Standard operating procedure for installing and running LocalBusinessOS.

LocalBusinessOS Proposal Section

proposal_section

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

LocalBusinessOS Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

LocalBusinessOS Executive Dashboard

scorecard, trend, exception table

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

LocalBusinessOS Operator Queue

table, kanban

Daily action queue and blocked-work visibility for LocalBusinessOS.

AI Actions

Diagnose LocalBusinessOS gap

system recommendation

Which LocalBusinessOS workflow should we install first for this client?

Write LocalBusinessOS proposal insert

RevMax proposal section

Explain LocalBusinessOS to an executive buyer.

Automations

LocalBusinessOS task routing

low

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

LocalBusinessOS exception alert

medium

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

Integrations

LocalBusinessOS

available

manual import and demo-local workflow

KPIs

Speed To Lead

leading

Improve 20% in 60 days

Review Volume

operational

Tracked weekly

Repeat Customer Rate

lagging

Tracked weekly

Interactive Preview

Operational workspace for LocalBusinessOS tasks, owners, and outcomes.

LocalBusinessOS 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-winsCEO1-2 days
2

Operationalize workflow

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

operationalizationCEO3-5 days
3

Add visibility layer

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

reportingCEO2-4 days
4

Enable MarketX actions

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

ai-optimizationCEO1-3 days
5

Scale controls

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

enterprise-scalingCEO1-2 weeks
Install LocalBusinessOS

This will add

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

localrankreviewflowretentionos

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

LocalBusinessOS Proposal Section

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

Speed To LeadReview VolumeRepeat Customer Rate