AgencyOS

Built on ArtMetrics

Proposal / Sales Systems

RAMP

Role onboarding, coursework modules, roleplay, manager signoff, and readiness scorecards.

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

New operators ramp slowly when training, certification, manager checkoffs, and readiness benchmarks are not an installed system.

Business impact

faster onboardingclearer readinessbetter manager coaching

Operational symptoms

  • slow onboarding
  • unclear certification criteria
  • manager signoffs are missed

Recommended user

COORecruiterSales rep

Install / Configure

Tooling Included

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

Tools

Onboarding Syllabus

timeline

Create week-by-week syllabus, coursework, benchmarks, and required signoffs.

Roleplay Engine

ai_assistant

Generate roleplays, scoring rubrics, readiness checks, and coaching prompts.

Readiness Scorecard

report

Track coursework, manager signoffs, certification criteria, and ramp risk.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for RAMP.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for RAMP.

Templates

RAMP SOP

sop

Standard operating procedure for installing and running RAMP.

RAMP Proposal Section

proposal_section

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

RAMP Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

RAMP Executive Dashboard

scorecard, trend, exception table

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

RAMP Operator Queue

table, kanban

Daily action queue and blocked-work visibility for RAMP.

AI Actions

Diagnose RAMP gap

system recommendation

Which RAMP workflow should we install first for this client?

Write RAMP proposal insert

RevMax proposal section

Explain RAMP to an executive buyer.

Automations

RAMP task routing

low

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

RAMP exception alert

medium

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

Integrations

RAMP

available

manual import and demo-local workflow

KPIs

Ramp Time

leading

Improve 20% in 60 days

Readiness Score

operational

Tracked weekly

Manager Signoff Rate

lagging

Tracked weekly

Interactive Preview

Create week-by-week syllabus, coursework, benchmarks, and required signoffs.

Onboarding Syllabus

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-winsCOO1-2 days
2

Operationalize workflow

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

operationalizationCOO3-5 days
3

Add visibility layer

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

reportingCOO2-4 days
4

Enable MarketX actions

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

ai-optimizationCOO1-3 days
5

Scale controls

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

enterprise-scalingCOO1-2 weeks
Install RAMP

This will add

Onboarding Syllabus
Roleplay Engine
Readiness Scorecard
RAMP Executive Dashboard
RAMP Operator Queue
RAMP SOP
RAMP 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

salesenablementosmanager-visibility-layer

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

RAMP Proposal Section

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

Ramp TimeReadiness ScoreManager Signoff Rate