Running an agency documentation

The hard part of running a small agency is usually not the marketing. It is the business around it: a price that gets negotiated down on the call, scope that keeps growing with no upgrade conversation, a finished audit that never gets sent, invoices that go out late, and a client who leaves without the logins. If you do marketing for clients, or want to, these guides are the operating system I run my own one-person practice on, from packaging and pricing the work to prospecting, discovery calls, onboarding, the weekly rhythm, billing, and handing everything back when an engagement ends.

Start with packaging and pricing, because every later step depends on a clear offer at a price you will hold. If you own a business and are about to hire an agency, the same pages show what a well-run engagement looks like, so you know what to ask before you sign.