@theaustinschneider

What they said

1. Client operating system: nothing about clients lives in your head (Notion "CLIENTOS" dashboard).
2. Sales framework: so you're not winging every call.
3. Lead gen engine: "Your Lead Pipeline, Automated"; not begging for referrals.
4. Onboarding system: wow the customer once they say yes ("Client Success Onboarding" checklist).
5. Fulfillment funnel: work never stalls and gets done effectively.
6. An AI employee running stuff that doesn't need you ("AI Project Manager": Notion + AI + "U" logo, the Agency U brand mark).
7. Hiring pipeline ("A-Player Hiring System"): stops panic hiring.
8. Reporting system: trust your numbers (FinancialOS-style dashboard).
9. Client win tracker ("Client Success Onboarding" tracker): never forget your proof.
10. NPS system: churn doesn't blindside you (NPS Surveys dashboard, score 8.5).

• Caption backstory: 7 years ago started an agency; was doing $30K/month and drowning; later $200K+ months; claims 650+ agency owners helped, $10.3M tracked client results; program "Agency U" takes owners from $10K to $100K/month.

Try this

• Agency owners: Score yourself against the ten systems: client hub, sales framework, lead pipeline, onboarding, fulfilment, AI helper for routine work, hiring, reporting, win tracker and NPS. Fix the two weakest first.
• Starting out: Build one Notion client hub per client with scope, contacts, deliverables, status and next steps. Duplicate it for every new client so nothing lives in your head.
• Anyone selling services: Keep a win tracker of results, quotes and screenshots. It feeds case studies and sales pages.
• Retention: Send a short NPS survey after delivery. A low score is an early churn warning.
• Creators: A fast 10-item list with a screenshot for each item is saveable. Offering the template behind a comment keyword turns it into a lead magnet.
• Be careful: The income claims are self-reported and the list is generic, so use it as a checklist, not proof.

Links

• Notion (confirmed by creator reply: "we use notion which is pretty customizable and based on the offer it's built around").
• Agency U (@agencyu.co), his program.
• AI project manager concept (Notion + AI).
• No downloadable resource linked.