In this lesson you'll build your Agency Brain — a single Claude Project that holds everything about your agency in one place. You'll create the Project, then run a guided knowledge-extraction interview where Claude asks you one question at a time across the five pillars — Services & value ladder, Niche & ICP, Pricing & deliverables, Proof & results, and Process & delivery — pulling out detail you'd never think to write down on your own. You'll save the finished summary into your Project so that, from here on, Claude answers as your agency rather than generically. It's a one-time setup, and it's the foundation every other prompt in the course runs inside.
Live demo with AI prompts.
Here you'll teach Claude to write in your voice instead of generic AI. You'll feed it a handful of your real writing samples and let the voice analyser break down your tone, sentence length, vocabulary and habits, then turn that into a simple "Voice Rules" block — your do's and don'ts — that lives inside your Agency Brain alongside your knowledge. You'll also set your output rules, so every draft comes back sounding like you and ready to use. With this in place, you can add a quick voice-check to any prompt in the course to strip out hype and clichés and keep everything unmistakably yours.
Live demo with AI prompts.
This lesson helps you make the single most important decision before you build anything: what kind of agency you're actually creating. You'll work through the trade-offs between a lifestyle agency — built for freedom, cash flow and control — and an equity agency built to scale, hire and one day sell. Using a no-nonsense coaching prompt, Claude asks you a series of sharp questions about your goals, risk appetite, time and money, then tells you which model fits, what it means for your pricing, hiring and reinvestment, and the key trap to avoid. You'll leave with a clear, deliberate direction that shapes every decision that follows.
Here you'll choose the niche your agency will own, backed by research rather than guesswork. Starting from your own skills and interests, Claude shortlists a set of viable agency niches and scores each one on real demand, pricing potential and how well it fits what you can already do. You'll compare them side by side, pressure-test the top options, and land on a focused market you can win in. The result is a deliberate niche decision — the foundation your positioning, offer and outreach all build on.
With your niche set, this lesson builds a sharp picture of exactly who you're selling to. Claude helps you define your ideal client in detail — their role and seniority, their top pains, what they've already tried that didn't work, the exact phrases they use, where they spend their time, and the outcome they're really after. Because this runs inside your Agency Brain, your ICP is saved as part of your agency's knowledge and quietly shapes every prompt you run from here on. You'll come away knowing your buyer well enough to speak directly to them.
This lesson turns "I do marketing" into a clear, sellable set of services. You'll work from a menu of proven agency offerings — content, social, community, strategy, paid ads, analytics, full-funnel lead gen — and let Claude recommend which ones fit your niche, your skills and what you can genuinely deliver well right now. You'll decide what's in, what's out, and what to add later as you grow. The outcome is a focused service line-up you're confident selling, not a scattered list that confuses buyers.
Here you'll sharpen your services into one clear offer that's easy to say yes to. Rather than launching with everything at once, you'll deliberately start narrow — a tight, well-defined offer you can deliver brilliantly — with a plan to expand as you build proof and capacity. Claude helps you clarify the core promise, strip out anything that dilutes it, and map what comes next. You'll finish with a clean, focused offer that's simple to pitch and simple to deliver.
This lesson answers the question every prospect is silently asking: why choose you? You'll pull your niche, ICP and offer together into a clear positioning statement that sets you apart from every other agency chasing the same clients. Claude helps you articulate your angle, your edge and your "why you" in language that lands with your ideal client. The result is your positioning pillar — a saved part of your Agency Brain that keeps all your messaging consistent and distinctive.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the model coach, niche scorer, ICP builder, service selector, offer clarifier and positioning writer — run inside a real Agency Brain so you can see exactly what good output looks like. You'll learn how to feed each prompt, read its results, and turn them into decisions rather than just reading them. By the end you'll be comfortable running the whole module's toolkit yourself, on your own agency.
Before you set a single price, this lesson grounds you in the numbers that actually keep an agency alive. You'll get to grips with money in versus money out, timing and runway, and why a profitable-looking agency can still run into trouble if the cash doesn't flow at the right moments. It's the financial foundation everything else in this module sits on. You'll leave understanding exactly which numbers to watch so pricing decisions are made with your eyes open.
Here you'll turn bespoke, made-to-order work into repeatable products that are far easier to sell and deliver. Instead of quoting every job from scratch, you'll package what you do into clear, defined offerings with a known scope, price and outcome. That consistency is what lets you sell faster, deliver more smoothly and eventually hand work to a team. You'll finish with your services reframed as products a buyer can understand in seconds.
This lesson maps your offers into a deliberate ladder that runs from an easy entry point up to your premium engagements. Claude helps you build the full ladder — what sits at each rung, how a client moves up it, and how each step naturally leads to the next — using everything it already knows about your agency. A well-designed ladder means you can say yes to more prospects and grow the ones who join. You'll save the finished ladder into your Agency Brain as your Services & value pillar.
Here you'll learn the four main ways agencies charge — retainer, project, performance and high-ticket — and, crucially, when to reach for each. Claude works through your services and niche to recommend the right model for each offer, weighing predictability, risk and upside on both sides. You'll understand the trade-offs well enough to price with confidence rather than guesswork. The outcome is a clear pricing approach matched to what you actually sell.
This lesson builds your actual retainer packages — the tiered offers that turn your services into serious monthly recurring revenue. You'll define what's included at each level, from an entry retainer up to a £5K-plus engagement, so every tier feels complete and worth its price. Claude helps you assemble the deliverables, set the boundaries and shape packages a client can say yes to easily. You'll come away with ready-to-sell retainer tiers rather than a vague "it depends."
Here you'll learn to anchor your price to the results you create, not the hours you spend. Claude helps you frame each package around the outcome and return a client can expect, so your fee reads as an investment with a payoff rather than a cost. You'll build the language and the logic to hold your price under pressure and handle the "why so much?" conversation calmly. The result is pricing you can defend on value, every time.
This lesson focuses on the recurring-revenue engine that makes an agency stable and valuable: the retainer relationship itself. You'll design ongoing engagements that keep clients on the books month after month, and learn how to position recurring work so it's the obvious choice for both sides. Claude helps you structure the offer, the cadence and the commitment so retainers feel like a partnership, not a subscription to cancel. You'll finish with a recurring model that smooths your income and compounds as you add clients.
Winning clients is only half the job — this lesson is about keeping them and keeping the work profitable. You'll look at what really drives churn, how to spot the early warning signs, and the levers that protect your margins as you grow. Understanding these two numbers together is what separates an agency that scales from one that just stays busy. You'll leave knowing how to hold on to good clients and make sure each one is actually worth serving.
This is a hands-on build lesson: you'll stand up a WordPress and WooCommerce store where clients can view and buy your productised services. Following clear, numbered steps, you'll set up the site, add your products, and connect Stripe so you can take payments straight away. It's the practical home for the packages you priced earlier in the module. By the end you'll have a live store ready to sell your offers.
Here you'll fill that store with copy that sells, written with Claude in your own voice. You'll generate product names, descriptions and store pages that make each package clear and compelling, drawing on your positioning, ICP and pricing from earlier in the module. Because it runs inside your Agency Brain, the copy speaks directly to your ideal client and sounds like you, not like AI. You'll finish with a store that's not just live, but genuinely persuasive.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the value-ladder builder, pricing advisor, package builder, ROI justifier, retainer designer and store-copy prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into pricing and product decisions. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson lays out the whole lead-generation system you'll build across the module, so every piece that follows has a place to fit. At its heart is the free-audit machine — a simple, high-value offer that turns cold strangers into warm, interested leads who put their hand up for a conversation. You'll see how the lead magnet, landing page, nurture emails and audit template connect into one engine that fills your pipeline on autopilot. You'll leave with a clear map of the funnel before you start assembling it.
A break down of the tools you can use for the free audits as outlines in 3.1
Here you'll create the free offer that gets your ideal client to raise their hand. Working inside your Agency Brain, Claude helps you design a lead magnet that speaks directly to your ICP's pains and positions your free audit as the obvious next step. You'll shape the hook, the promise and the format so it's genuinely useful and easy to say yes to. You'll finish with a lead magnet built to attract exactly the right people, not just anyone.
This lesson turns interest into opt-ins with a landing page that converts. Claude drafts the full page for you — headline, subheadings, benefits, and the call to action — all drawn from your positioning, ICP and offer, and written in your voice. You'll learn what each section needs to do and how to keep the page focused on a single action. You'll come away with landing-page copy ready to drop into your builder and start collecting leads.
Here you'll write the follow-up emails that warm leads up and move them toward a call. Claude builds a full nurture sequence from your context — the right number of emails, the right order, and messaging that builds trust without hard selling. Because it runs inside your Agency Brain, every email sounds like you and speaks to your ideal client's specific concerns. You'll finish with a ready-to-load sequence that does the follow-up for you.
This lesson builds the deliverable at the centre of your funnel: the free-audit results your prospects actually receive. Claude helps you create a clean, repeatable template that makes you look sharp, surfaces real insight, and naturally leads into your paid offer without giving everything away. You'll define what to include, what to hold back, and how to end on a clear next step. You'll leave with a professional audit template you can reuse for every lead who comes through.
This is a hands-on build lesson where the pieces come together into a working machine. Following clear steps, you'll connect the lead magnet, landing page, nurture emails and audit template, wire up the automation between your tools, and set up a tracker so you can see leads moving through each stage. You'll know exactly what's firing, what's converting and where to improve. By the end you'll have a live, connected funnel with visibility over every lead it brings in.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the lead-magnet, landing-page, nurture-sequence and audit-template builders — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into a funnel that's ready to publish. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson sets the foundation for showing up consistently without burning yourself out. You'll learn how organic social actually works for an agency — choosing the right platforms, deciding what to post, and building a simple rhythm you can sustain week after week. Rather than chasing every channel, you'll focus your effort where your ideal client actually pays attention. You'll leave with a clear, realistic strategy that guides everything in the rest of the module.
Here you'll get a focused playbook for the platform where most B2B agency clients spend their time. You'll learn how to optimise your profile so it sells for you, what kinds of posts build authority and start conversations, and how to show up in a way that pulls the right people toward you. It's practical and specific — the moves that actually work on LinkedIn, not vague advice. You'll come away knowing exactly how to use the platform to attract clients.
This lesson covers how to make Facebook and Instagram work for your agency and your niche. You'll learn what to post, how to use each platform's strengths, and how organic content here supports the rest of your funnel. Whether these channels are central to your clients or a supporting act, you'll know how to use them with intent rather than posting for the sake of it. You'll finish with a clear plan for both platforms.
Here you'll get a straightforward playbook for building presence and authority on X. You'll learn the content styles that gain traction, how to join the right conversations, and how to turn attention into interest in your offer. It's about using the platform deliberately to grow visibility with the people you want as clients. You'll leave knowing whether and how X fits your strategy, and how to work it if it does.
This is where the module's organic strategy becomes effortless to execute. Working inside your Agency Brain, you'll feed Claude a single input and generate a whole month of platform-ready posts — on-topic, on-strategy and written in your voice. You'll learn how to shape the input, adapt the output across LinkedIn, Facebook, Instagram and X, and keep a consistent presence without staring at a blank page every day. You'll finish with a repeatable engine that turns one idea into weeks of content.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the AI Content Engine and the platform post prompts — run inside a real Agency Brain so you can see exactly what strong, on-brand output looks like. You'll learn how to feed each one, adapt what comes back for each channel, and build a content batch you could publish straight away. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson gives you the map of the whole outreach system before you build any of it. You'll see the full stack of tools involved and, more importantly, learn where automation genuinely helps versus where a human touch wins — so you scale volume without sounding like a robot. It's the strategic frame that keeps the rest of the module from turning into spray-and-pray. You'll leave knowing exactly what to automate, what to keep manual, and why.
Here you'll learn the fundamentals that make any outreach channel work, before a single tool gets involved. You'll cover the principles behind effective DMs, cold emails and calls — how to open, how to earn a reply, and how to lead toward a conversation rather than pitching straight away. These foundations carry through everything that follows in the module. You'll finish understanding what actually makes a stranger respond, on any channel.
This is a hands-on lesson where you set up automated LinkedIn outreach using Dripify. You'll build connection-and-message sequences that run on autopilot, with sensible daily limits that keep your account safe. Following clear steps, you'll get campaigns live that reach your ideal clients without you sending each message by hand. You'll come away with a working LinkedIn outreach engine doing the legwork for you.
Here you'll learn to build clean, accurate prospect lists that match your ICP. Using LinkedIn Sales Navigator's advanced search, you'll find the right people at the right companies, then feed that list straight into Dripify to fuel your outreach. You'll also get a tour of the wider lead-gen tools worth knowing. You'll finish able to generate a targeted list of real prospects on demand.
This lesson adds depth to your lists using Clay to scrape and enrich lead data at scale. You'll pull in the extra detail — roles, company data, signals — that makes outreach relevant, and see how Clay can run AI prompts across an entire list at once. It's the bridge between a raw list and genuinely personalised outreach. You'll leave with enriched lead lists ready to power messaging that actually lands.
Here you'll solve the classic outreach trade-off — personal or scalable — by getting both. Working with your Agency Brain and your enriched data, Claude generates custom first lines and tailored messages across a whole list, so every prospect gets something that feels written for them. You'll learn how to prompt for personalisation that's specific rather than generic, and keep it in your voice. You'll finish able to send at volume without sounding mass-produced.
This is a hands-on lesson on running cold email at scale while actually landing in the inbox. You'll set up automated sending in Instantly or Smartlead and put the deliverability essentials in place — warm-up, inbox rotation and the settings that keep you out of spam. Volume means nothing if your emails never arrive, so this lesson protects both. You'll come away with a cold-email system that sends reliably and gets seen.
Getting a reply is only halfway — this lesson is about converting interest into a booked call. Claude helps you handle responses, answer the common questions and objections, and steer the conversation smoothly toward a time on the calendar. You'll learn the language that moves a curious prospect into an actual meeting without being pushy. You'll finish able to turn more of your replies into real sales conversations.
This is the build lesson that connects your whole outreach system into one automated flow. Using Make or Zapier, you'll wire your tools together so a new lead moves automatically from outreach into your CRM, onto your calendar, and wherever else it needs to go — no manual copying. You'll see exactly what to connect and how the pieces hand off to each other. By the end you'll have a joined-up system that runs with far less hands-on effort.
This lesson keeps your outreach effective and out of trouble for the long haul. You'll learn the rules worth respecting, the sending limits that keep your accounts healthy, and how to protect the sender reputation that determines whether your messages ever get delivered. It's the unglamorous discipline that lets everything else in the module keep working month after month. You'll leave knowing how to scale outreach safely and sustainably.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the personalisation, first-line, message and reply-handling prompts — run inside a real Agency Brain so you can see exactly what strong output looks like across a list. You'll learn how to feed each one, read what comes back, and turn it into outreach that's ready to send. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson gives you a simple, repeatable framework for winning clients through relationships rather than cold volume. You'll learn the three stages — Connect with the right people, Converse in a way that builds genuine rapport, and Convert that relationship into a client — and how to move people through them without ever feeling salesy. It's the backbone that ties together every relationship-based tactic in the module. You'll leave with a clear system for turning connections into paying clients.
Here you'll learn to build a steady stream of warm leads through your network. You'll cover how to network with intent both locally and online, how to ask for and earn referrals, and how to set up strategic partnerships with people who serve the same clients you do. These are some of the highest-converting leads an agency can get, because trust is already in place. You'll finish with practical ways to turn relationships and partners into a reliable source of business.
This lesson shows you how to borrow other people's audiences to grow your own authority and reach. You'll learn how to land speaking slots, contribute guest content, and work with ambassadors and influencers who can put you in front of your ideal clients. Each of these positions you as the expert rather than the one chasing. You'll come away with clear routes to visibility that build credibility while they generate leads.
Here you'll build your signature talk — a single, reusable presentation that positions you as the authority and leads naturally toward your offer. You'll learn how to structure it so it delivers real value, tells your story and ends with a clear call to action, ready to use whether you're on a stage, a webinar or a screen-share. One strong talk can be delivered again and again to different audiences. You'll finish with a presentation blueprint you can pull out whenever an opportunity to speak appears.
This lesson puts Claude to work on all the writing this module demands. Inside your Agency Brain, you'll generate networking and referral outreach, partnership pitches that make the value obvious to a potential partner, and outlines for your signature talk — all in your voice and aimed at your ideal client. You'll learn how to prompt for each so the output is specific and ready to use, not generic. You'll finish able to produce your relationship-building assets in minutes rather than hours.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the outreach, partnership-pitch and talk-outline prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into ready-to-send pitches and a usable talk outline. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson shows you how to package your services specifically for freelance marketplaces, where buyers want a clear, fixed offer they can purchase with confidence. You'll learn how to shape productised offers with a defined scope, price and outcome that stand out in a crowded listing and attract the right clients. It's about meeting marketplace buyers the way they actually shop. You'll leave knowing how to turn your services into offers built to sell on these platforms.
Here you'll get focused playbooks for the major freelance and portfolio platforms. You'll learn how each one works, how to set up a profile that wins trust, and the specific tactics that get you noticed and hired on Upwork, PeoplePerHour, Freelancer and Behance. Rather than treating them all the same, you'll use each platform to its strengths. You'll finish knowing how to work whichever platforms fit your niche and offer.
This lesson puts Claude to work writing the listings and bids that win marketplace work. Inside your Agency Brain, you'll generate compelling profile and service listings, plus tailored proposals and bids that respond directly to each job — all in your voice and aligned to your offer. You'll learn how to prompt for bids that feel personal at speed, so you can apply to more of the right jobs in less time. You'll come away able to produce sharp listings and winning bids on demand.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the listing and bid-generator prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into listings and bids ready to post. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson teaches you how to run a discovery conversation that uncovers what a client actually needs — and what it'll take to win the deal. You'll learn how to ask the right questions, map out who's involved in the decision, and surface the real goals, constraints and pains beneath the surface request. Good discovery is what makes everything downstream — your PRD, your proposal, your pitch — land. You'll leave able to lead a discovery call that builds trust and gathers exactly what you need to close.
Here you'll turn what you learned in discovery into a clear project requirements document that defines the work. You'll learn how to translate a client's goals into scope, deliverables and outcomes both sides agree on, so there's no ambiguity later. The PRD becomes the backbone your proposal is built on and the reference that keeps delivery on track. You'll finish able to produce a sharp, professional PRD that sets the engagement up to succeed.
This lesson shows you how to build a proposal that wins the yes. Drawing on your PRD and everything you know about the client, you'll structure a document that frames the outcome, justifies the price on value, and makes the decision easy. You'll learn what to include, what to cut, and how to lead the reader toward signing. You'll come away with a repeatable proposal you can tailor and send with confidence.
Here you'll learn to present your proposal with confidence and handle everything that comes after. You'll cover how to walk a client through the pitch, share sharp insights that prove your value, and answer the objections that tend to surface — then follow up in a way that keeps the deal moving without nagging. The close often lives in the follow-up, and this lesson makes sure yours works. You'll finish able to pitch and follow up in a way that converts more proposals into clients.
This is where the whole sales workflow collapses from days into minutes. Inside your Agency Brain, you'll feed Claude your raw discovery-call notes and watch it produce a structured PRD, then turn that PRD into a polished proposal — each step feeding the next, all in your voice and format. You'll learn how to chain the prompts, keep your own templates in play, and refine the output into something client-ready. You'll leave able to go from call notes to a sent proposal faster than you ever could by hand.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the discovery, PRD, proposal, call-prep and objection-handling prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, chain them together, and turn a set of call notes into a finished proposal. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson gives you a repeatable structure for running strategy calls that convert. You'll learn the four phases a strong call moves through — from opening and building rapport to uncovering needs and leading toward the close — so every conversation follows a proven path instead of wandering. Having a reliable flow takes the pressure off and keeps you in control. You'll leave with a clear framework you can run on every strategy call.
Here you'll get the words and the system to run a call smoothly while capturing everything that matters. You'll work from a script that guides the conversation through each phase, and learn a simple way to take on-call notes that feed straight into your follow-up and your proposal. Good notes mean nothing gets lost between the call and the close. You'll finish with a script and note-taking method you can use straight away.
This lesson makes sure the momentum from a great call doesn't fade. You'll build a follow-up sequence that keeps the conversation alive, reinforces the value you discussed, and moves the prospect toward a decision — without chasing or nagging. Much of the close happens here, in the days after the call. You'll come away with a follow-up sequence that converts more of your calls into signed clients.
Here you'll use Claude to walk into every call fully prepared. Inside your Agency Brain, you'll generate research on the prospect, sharp insights you can share to demonstrate value, and ready answers to the objections most likely to come up. You'll learn how to prompt for prep that's specific to each prospect and offer, so you're never caught flat-footed. You'll finish able to prepare for any strategy call in minutes and handle it with confidence.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the call-prep, insight and objection-handling prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into a prepared, confident strategy call. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson maps the full journey from signed client to delivered work, so nothing falls through the cracks at the handoff. You'll learn the seven stages a client moves through once they say yes — and how a smooth, systemised transition sets the tone for the whole relationship. A messy handoff loses trust fast; a clean one makes you look like the professional you are. You'll leave with a clear flow that carries a client from close to delivery without friction.
Here you'll put the practical foundations in place that protect you and start the engagement properly. You'll cover getting a contract signed, taking payment, and setting up the triggers that kick off onboarding automatically once a client is in. These are the steps that turn a verbal yes into a secure, active engagement. You'll finish knowing exactly what needs to happen — and in what order — the moment a client commits.
This lesson is about keeping clients longer and growing their value over time. You'll learn how to build retention into the relationship from the start, and how to use an upsell ladder to move clients naturally into more work as you deliver results. Expanding an existing client is far cheaper than winning a new one, and this is how you do it deliberately. You'll come away with a clear approach to holding on to clients and growing each account.
Here you'll hand the recurring paperwork of delivery to Claude. Inside your Agency Brain, you'll generate proposals, complete onboarding packs — welcome emails, access checklists, kickoff agendas — and clear weekly status reports, all in your voice and drawn from your real client context. You'll learn how to prompt for each so the documents come back client-ready with minimal editing. You'll finish able to produce the documents that keep delivery running in a fraction of the usual time.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the proposal, onboarding-pack and status-report prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into client-ready delivery documents. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson shows you how to start every engagement in a way that builds instant confidence. You'll learn how to run a smooth onboarding and kickoff — setting expectations, gathering what you need, and making the client feel they've made the right choice from day one. Those first days shape how the whole relationship goes. You'll leave with a repeatable onboarding process that gets every client off to a strong start.
Here you'll set the communication rhythm that keeps clients happy and reassured between results. You'll define how and how often you'll be in touch, and build a habit of clear weekly updates that show progress and keep everyone aligned. Consistent, proactive communication is one of the biggest drivers of retention — and one of the easiest to get right. You'll finish with clear standards and an update format you can run every week.
This lesson focuses on keeping clients for the long term through deliberate, structured reviews. You'll learn how to run a quarterly review that reconnects the work to the client's goals, demonstrates the value you've delivered, and opens the door to expanding the engagement. Regular reviews turn one-off results into lasting relationships. You'll come away with a review process that strengthens retention and surfaces new opportunities.
Here you'll let Claude handle the recurring client communications for you. Inside your Agency Brain, you'll generate complete onboarding packs, clear weekly updates from a few notes, and fully prepped quarterly reviews — including results framing and upsell recommendations — all in your voice. You'll learn how to prompt for each so the output is reassuring, professional and ready to send. You'll finish able to keep every client well-served without the admin eating your week.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the onboarding-pack, weekly-update and QBR-prep prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into client-ready onboarding and update documents. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson teaches you to build a webinar that positions you as the authority and sells without feeling salesy. You'll learn the hero-story structure — taking your audience on a journey that builds belief, demonstrates your expertise, and leads naturally to your offer. Done well, a single webinar can generate leads and clients again and again. You'll leave with a proven framework for a signature webinar you can run repeatedly.
Here you'll learn a second, teaching-led webinar style that wins trust by genuinely helping. You'll cover how to build a tutorial webinar that delivers real value, showcases your competence, and still leads the audience toward working with you. It's a lower-pressure format that positions you as the expert who gives before asking. You'll finish able to create tutorial webinars that educate your audience and generate interest in your offer.
This lesson gives you a system for showing up consistently with content your audience actually wants. You'll learn how to research what your ideal clients care about, then plan it into a content calendar that keeps you organised and regular rather than scrambling for ideas. Consistency plus relevance is what builds an audience over time. You'll come away with a research method and a calendar you can run month after month.
Here you'll build the funnel that turns webinar attendees into leads and clients. You'll learn how to drive registrations, maximise attendance, and follow up in a way that converts interest into booked calls and sales. A great webinar needs a funnel around it to actually produce results. You'll finish with a complete webinar funnel that captures and converts the audience you attract.
This lesson turns a single piece of long-form content into weeks of output. Inside your Agency Brain, you'll feed Claude one webinar or call and generate a month's worth of posts, emails and clips — repurposed across your channels and written in your voice. You'll learn how to prompt for content that stays on-message and adapts to each platform, so nothing you create only gets used once. You'll leave with a repeatable engine that multiplies every piece of content you produce.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of every prompt you've just met — the webinar, content-calendar and Content Engine prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn one input into a batch of ready-to-publish content. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson marks the shift from being the person who does everything to the person who builds the business. You'll learn the difference between working in your agency — delivering the day-to-day — and working on it, creating the systems, hires and processes that let it grow beyond you. It's the mindset change that separates a busy freelancer from a real agency owner. You'll leave knowing where your time actually belongs as you start to scale.
Here you'll learn how to bring in help without the process falling apart. You'll cover where to find good contractors, how to hire the right people for the right roles, and how to onboard them so they get up to speed fast and deliver to your standard. Growing capacity is what lets you take on more work without burning out. You'll finish knowing how to make your first and next hires with confidence.
This lesson helps you capture how your agency works so others can run it without you. Using Claude, you'll turn the way you do things into clear, repeatable SOPs that a contractor can follow and get consistent results from. A strong SOP library is what makes your agency trainable, scalable and eventually sellable. You'll come away with a growing library of documented processes your team can actually use.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the SOP-building and team prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn the way you work into clear, usable SOPs. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson gives you a repeatable system for running paid ads that actually perform. You'll learn a structured method for planning, launching, testing and scaling campaigns, so you're improving results deliberately rather than guessing at what works. A reliable process is what turns ad spend into a predictable source of leads for your agency and your clients. You'll leave with a performance-ad system you can run again and again.
Here you'll use Claude to produce the raw material behind strong campaigns, fast. Inside your Agency Brain, you'll generate ad copy in your voice, creative briefs your designers can act on, and audience research that sharpens your targeting — all grounded in your niche and ICP. You'll learn how to prompt for each so the output is specific and campaign-ready. You'll finish able to spin up the copy, briefs and research for a campaign in a fraction of the usual time.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the ad-copy, creative-brief and audience-research prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into campaign-ready assets. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson teaches you to target the searches that signal someone is ready to buy. You'll learn how to find and choose high-intent keywords — the terms people use when they're actively looking for what you or your client offers — rather than wasting budget on browsers. Getting intent right is what makes a paid-search campaign profitable. You'll leave able to build a keyword list focused on the people most likely to convert.
Here you'll learn how to structure a paid-search campaign so it's easy to manage and optimise. You'll cover how to organise campaigns, ad groups and keywords so your budget works efficiently and your results are clear to read. A clean structure is the difference between a campaign you can improve and one you're guessing at. You'll finish knowing how to set up PPC campaigns that are built to perform and scale.
This lesson builds the page that turns paid clicks into leads, plus the retargeting to win back those who don't convert first time. You'll learn what a high-converting "hire us" landing page needs, and how to set up retargeting so interested visitors keep seeing you until they act. Most people don't convert on the first visit, and this is how you capture the rest. You'll come away with a conversion page and retargeting approach that make your ad spend go further.
Here you'll wire up the system that turns a converted lead into a booked meeting automatically. Following clear steps, you'll connect your landing page to a booking flow so prospects can schedule a call without back-and-forth, and the meeting lands straight on your calendar. Removing friction between interest and booking means you lose fewer leads. You'll finish with an automated path from ad click to booked call.
This lesson puts Claude to work on the assets a search campaign needs. Inside your Agency Brain, you'll generate a structured keyword sheet, ad copy written to your intent and voice, and landing-page copy built to convert — all aligned to your niche and offer. You'll learn how to prompt for each so the output is specific and ready to use. You'll leave able to produce a campaign's core assets in a fraction of the usual time.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the keyword-sheet, ad-copy and landing-page prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into campaign-ready assets. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson demystifies how to win larger, procurement-driven deals that come through formal requests for proposal. You'll learn how the RFP process works, what these buyers are really looking for, and how to decide which opportunities are worth pursuing. RFPs open the door to bigger contracts, but they play by different rules than a normal sale. You'll leave understanding how to approach RFPs with a real chance of winning.
Here you'll learn to run discovery when there isn't one decision-maker but several. You'll cover how to identify everyone involved, uncover each stakeholder's distinct priorities, and reconcile the competing interests that shape a bigger deal. Enterprise sales are won by understanding the whole room, not just one person. You'll finish able to map and navigate a multi-stakeholder buying process.
This lesson shows you how to produce documentation credible enough for serious, high-value buyers. You'll learn to build PRD-grade pitch documents that map your capability to the client's requirements and demonstrate the rigour a large contract demands. At this level, the quality of your documentation is part of how you're judged. You'll come away able to create pitch documents that hold up in front of demanding, professional buyers.
Here you'll learn to deliver a winning pitch when multiple influencers shape the decision. You'll cover how to present to a room with different priorities, speak to each stakeholder's concerns, and use the circle of influence to build consensus toward a yes. Winning big deals is as much about managing people as making the case. You'll finish able to pitch confidently in complex, multi-stakeholder situations.
This lesson hands the heavy lifting of enterprise deals to Claude. Inside your Agency Brain, you'll turn a full RFP into a mapped, drafted response, and produce a PRD for each stakeholder plus a summary that reconciles their differing priorities — all in a confident, credible tone. You'll learn how to prompt for output that's thorough and tailored to complex buyers. You'll leave able to respond to RFPs and multi-stakeholder pitches in far less time, without losing rigour.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the RFP-response and multi-stakeholder PRD prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into credible, client-ready enterprise documents. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson pulls the core building blocks of your agency business into one clear picture. You'll define your business model, get sharp on the target audience you serve, set out how you make money through your revenue and pricing, and map how you'll actually win customers. Seeing these four pieces together is what turns a collection of tactics into a coherent plan. You'll leave with a clear view of how your agency makes money and where its clients come from.
Here you'll use Claude to sharpen two of the hardest calls: exactly who you're targeting and what to charge. Working inside your Agency Brain, you'll build detailed audience profiles that surface your ideal client's pains, language and buying triggers, then pressure-test your pricing against the value you deliver. Because it runs on your agency's real context, the output is specific to your niche rather than generic advice. You'll finish with a clearer target profile and pricing you can stand behind.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the audience-profiling and pricing prompts — run inside a real Agency Brain so you can see exactly what strong output looks like. You'll learn how to feed each one, read what comes back, and turn it into concrete decisions about who you target and what you charge. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson helps you design your offer as a set of tiers that make sense both for clients and for your margins. You'll work through the strategy behind good, better and best packaging — how each tier is positioned, how they encourage clients to move up, and the economics that make each one worth delivering. Getting the tiers right shapes your revenue and your workload for the long term. You'll leave with a clear tier strategy that balances client appeal with healthy profit.
Here you'll join up the full picture across your chosen tiers — the niche you serve, the packages you sell, how you generate leads for them, and how you fulfil the work. You'll see how each part needs to line up so what you sell is what you can actually deliver at scale. This is where strategy becomes an operation that runs. You'll finish with your niche, packages, lead-gen and fulfilment mapped into one coherent system.
This lesson puts Claude to work generating assets that respect your tier structure. Inside your Agency Brain, you'll build packages, copy and materials that adapt to each tier — so your entry, mid and premium offers each get messaging and deliverables pitched at the right level. You'll learn how to prompt so the output reflects the economics and positioning you set earlier in the module. You'll come away able to produce tier-appropriate assets on demand rather than reworking one-size-fits-all copy.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the tier-aware builder prompts — run inside a real Agency Brain so you can see exactly what strong output looks like across each tier. You'll learn how to feed each one, read what comes back, and turn it into packages and copy pitched at the right level. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson covers the economics of the mid-ticket retainer model, where you serve fewer clients at £500–£5K each with a deeper relationship. You'll learn how the maths shifts when recurring revenue and retention matter more than raw volume, and how to price retainers so each client is genuinely worth the deeper service you provide. This is the tier where stability and account depth drive the business. You'll leave with a clear view of what makes a mid-ticket retainer agency sustainable.
Here you'll build the complete mid-ticket playbook end to end. You'll pick a niche that can support ongoing retainers, structure retainer packages that justify their monthly fee, set up lead generation aimed at higher-value clients, and design fulfilment that delivers depth month after month. At this tier, consistent, relationship-led delivery is what keeps clients paying. You'll finish with a mid-ticket system built around retention and deeper service.
This lesson puts Claude to work generating assets tuned to the mid-ticket retainer model. Inside your Agency Brain, you'll use the tier-aware niche-picker, retainer package builder and fulfilment templater to produce offers and delivery assets built for ongoing relationships rather than one-offs. You'll learn to prompt so the output reflects retainer economics and depth of service. You'll come away able to produce retainer-ready assets on demand.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the tier-aware builder prompts — run inside a real Agency Brain so you can see exactly what strong output looks like for a mid-ticket retainer agency. You'll learn how to feed each one, read what comes back, and turn it into a retainer-focused playbook. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson covers the economics of the high-ticket, high-touch model, where a handful of clients pay £5K–£100K each. You'll learn how this tier rewards depth over volume — a few well-chosen clients, priced on the value and ROI you create rather than time spent. You'll see how to think about pricing, margin and capacity when each engagement is bespoke and high-stakes. You'll leave understanding what makes a high-ticket agency both lucrative and deliverable.
Here you'll build the complete high-ticket playbook end to end. You'll choose a niche that can justify premium fees, design bespoke engagements rather than off-the-shelf packages, set up lead generation aimed at a small number of high-value clients, and build fulfilment that delivers the high-touch experience these clients expect. At this tier, quality and relationship depth matter far more than throughput. You'll finish with a high-ticket system built for low volume and high value.
This lesson puts Claude to work generating assets tuned to the high-ticket model. Inside your Agency Brain, you'll use the tier-aware niche-picker, ROI value-justifier and fulfilment templater to produce premium offers and delivery assets that stand up to high-stakes, bespoke engagements. You'll learn to prompt so the output leads on value and ROI rather than price. You'll come away able to produce premium, value-led assets on demand.
In this lesson we put the module's AI to work, live. You'll get a guided walkthrough and demo of the tier-aware builder prompts — run inside a real Agency Brain so you can see exactly what strong output looks like for a high-ticket agency. You'll learn how to feed each one, read what comes back, and turn it into a premium, value-led playbook. By the end you'll be confident running the whole module's toolkit on your own agency.
This lesson gives you the exact build for a social media marketing agency. You'll assemble the full set of assets tailored to SMMA — a value ladder, lead-gen funnel, PRD and proposal — all shaped around how social media clients buy and what they expect. Rather than adapting generic templates, you follow a done-for-you build specific to this niche. You'll leave with a ready-to-run SMMA playbook you can take straight to market.
Here you'll get the complete build for an SEO or PPC agency. You'll put together the value ladder, funnel, PRD and proposal designed around search clients — where results are measurable and buyers care about traffic, rankings and return on ad spend. The whole set is tailored to how these clients think and what they need to see to say yes. You'll finish with a done-for-you SEO/PPC playbook ready to deploy.
This lesson walks you through the exact build for a design or UX agency. You'll create the value ladder, funnel, PRD and proposal suited to design work — where the sale hinges on portfolio, process and outcomes rather than raw metrics. Everything is shaped around how design and UX clients evaluate and commission work. You'll come away with a complete Design/UX playbook you can run as-is.
Here you'll get the full build for an email marketing agency. You'll assemble the value ladder, funnel, PRD and proposal built around email clients — where recurring optimisation, list growth and revenue per send are the currency. The playbook is tailored to how these clients buy and the results they expect to see. You'll finish with a ready-to-run email marketing agency playbook.
This lesson gives you the exact build for a lead-generation agency. You'll put together the value ladder, funnel, PRD and proposal designed around lead-gen clients — where the offer is simple, the results are countable, and churn stays low. Everything is shaped to match how these clients think about cost per lead and pipeline. You'll leave with a done-for-you lead-gen playbook ready to take to market.
This lesson puts Claude to work producing the niche playbook for whichever agency type you've chosen. Inside your Agency Brain, you'll use niche-specific generators to build your offer, funnel, PRD and proposal tailored to your exact niche — so you're not hand-adapting a generic template. You'll learn how to prompt so the output reflects the language, buyers and results that matter in your chosen market. You'll come away able to generate a complete, niche-perfect build on demand.