AgencyOS
How we're building the agency to run:
your seat, the tools, the client folder, and the robot.
Your team Claude account
The win is shared tooling. Build it once, the whole team has it.
Shared apps & prompts
The tools we've built plus a shared prompt library. Reuse, don't reinvent.
Connectors to our stack
HubSpot, Teamwork, Slack, Agency Backpack. Connect once, everyone has it.
Packaged workflows
bb-content, bb-ads, blueprint. One person builds it, everyone runs it.
Heads up: some content has to migrate. Existing prompts, skills, and client context don't move themselves.
Team Role Clarity
Everyone is a hands-on contributor, working alongside the robot.
What each seat owns
You own the strategy.
Know what success looks like, own the plan to get there, and every client conversation along the way.
You own the sprint & calendar.
Prep before, execution after, the quarter's schedule, every deadline.
You own the creative.
Design, copy, video, brand, concepting. Quality and turnaround are yours.
Additional Roles
Where you run it
agencybackpack.com, the operating system the whole agency runs on. We run our own agency on the product we sell.
The robot is built in.
Where client knowledge lives
The production engine
Turn one input into many finished outputs. Set up the client folder first, then the engine has something to work with.
Client OS is the input. Marketing OS is the output.
Intulse, our new phone system
Call and text from one dedicated BB number, with every conversation synced to HubSpot.
- Unique business numbers to call and text from, not personal cells.
- Calls, texts, voicemail in one app, on web and mobile.
- Two-way HubSpot sync: click-to-call, every call and text auto-logged.
- Team visibility: live transfer, who's available, shared history.
