Hire an AI coworkerinto your agency in five weeks.
The Setup Sprint is a fully remote, done-for-you hire: Patricia, the AI coworker, onboarded into your agency's Slack or Teams. She takes on the recurring client work, the weekly reports, the account checks, the call recaps, so you can take the next client without the next hire. We do the mapping, the plumbing, the training, and the tuning, one clear week at a time.
We connect Patricia to the platforms you already run for clients.
Why a sprint
You have seen the AI demos. You have also seen them die.
Most AI projects inside agencies fail the same way. The demo looks great, then it meets the real agency: the client list in a spreadsheet, the reporting steps in one account manager's head, the drive that grew by accident. The tool was never the problem, and neither was your team. The implementation was.
The Setup Sprint exists because connecting an AI coworker to a real, busy agency is a job. It is the job we do. We map how the client work actually flows, fix the plumbing, and stay until your account team delegates without thinking about it.
The company brain
Every tool, every teammate, one brain.
Not one AI assistant per person. Patricia is the brain in the middle: your tools connected, your company's context in one place, and the whole team working with her at the same time.
Support
A bug filed in plain words becomes a tracked ticket with an owner
Marketing
The weekly client report compiled from GA4 and Meta, ready for a yes
Finance
Friday's invoices drafted and waiting for approval
Concretely
Her first-day checklist, in ten blocks
Ten things any new hire needs before they are useful.
Company identity
What we sell, who we serve, our positioning, promises, terminology and priorities.
People and ownership
Who does what, who owns each area, who knows the context and who needs to approve decisions.
Customer context
Customer history, needs, conversations, commitments, feedback and open opportunities.
Company memory
The useful knowledge scattered across Slack, meetings, documents, email and other tools.
Decisions and reasoning
What was decided, why, by whom, when, and whether it is still valid.
Current state
Active projects, priorities, tasks, blockers, deadlines, metrics and important changes.
Ways of working
Processes, checklists, playbooks, recurring routines and how we do things here.
Tools and data
Which systems contain what information, where the source of truth lives, and how everything connects.
Rules and permissions
What Patricia or a teammate can see, suggest, draft, change, approve or publish.
Proactive action
What she should notice and act on without being asked: reminders, follow-ups, warnings, handoffs and recommendations.
Week by week
The five weeks, exactly as they happen.
Hiring her is an onboarding, not a software project. Every week has a name, a job, and a deliverable you can hold us to.
Week 1
Map the client work
You know exactly what Patricia takes over first, and on which accounts.
What happens
- We sit with your account team over video and map the work that repeats on every client: the weekly report, the account check, the call recap, the follow-up
- We trace where the client knowledge actually lives, in the ad accounts, the docs, the inboxes, and your account managers' heads
- We pick the first handoffs together: highest payoff, lowest risk, visible within a week
- Access and security review with your point person, so week 2 starts with no surprises
Included
- A process map of your recurring client work
- A prioritized handoff plan
- An access and permissions checklist
What this week is really about
Most agencies we implement in did not grow up AI-native, and that is fine. The client list is a spreadsheet, the reporting steps live in one account manager's head, and three tools do overlapping jobs. Week 1 is not a workshop about AI, it is an audit of how client work really flows through your agency today. We interview the people who do the work, write down the steps nobody ever wrote down, and rank every recurring task by payoff and risk. You end the week with a plan you would keep even if you never bought anything else from us.
Week 2
Connect the accounts
Every client account Patricia needs is connected, scoped, and capped.
What happens
- We connect the platforms you run for clients, Google Ads, Meta, GA4, Search Console, HubSpot, Notion, your drive, one at a time
- We do the unglamorous plumbing: untangling shared drives, naming things, retiring the logins nobody remembers
- We set up the per-client channels and connections, with access scoped per person and your point person approving each scope
- Spend caps and approval flows go live before she touches a real account
Included
- Your client stack connected and tested
- A permission matrix you can audit any time
- Spend caps and approval flows, set before go-live
What this week is really about
This is the week that separates a demo from an implementation. In a working agency the data is never sitting in one clean place: the drive grew by accident, the CRM has three fields that mean the same thing, and half the client reporting starts from an export someone runs by hand. We fix enough of that plumbing for Patricia to work reliably, and we document what we fixed. Guardrails come first, not last: before she runs anything real, every message she drafts already needs a yes from your team, and by default so does every spend.
Week 3
Build the routines
Your recurring client work runs on schedule, in your voice, to your standard.
What happens
- We configure the skills from your week 1 plan: the weekly client report, the daily account check, the call recap, the follow-up
- Everything runs side by side with how your account team does it today, so you can compare outputs directly
- We tune tone and format to your house style until the output reads like your account manager wrote it
- Your point person approves each routine before it graduates from the test channel
Included
- Your first client routines running on schedule
- Side-by-side samples approved by you
- Output in your voice and format, not a template
What this week is really about
We never ask an account team to trust output they have not compared against their own. Every routine runs in a test channel first, next to the version your team produced by hand, until the only difference is that Patricia's arrived on time without anyone asking. Tone matters as much as accuracy in client work: a weekly report that reads like a robot wrote it undoes years of relationship. So we tune until your account lead shrugs and says they would have sent it as is. That shrug is the exit criterion for week 3.
Week 4
Launch with the account team
Your account team delegates to Patricia like she has been there for years.
What happens
- Patricia moves from the test channel into the client channels where the work actually happens
- A live working session: every account manager hands her a real task from their own plate, not a demo task
- We set the etiquette together: what to delegate, how approvals work, who takes it back before any draft reaches a client
- We stay in your Slack or Teams all week answering questions as they come up
Included
- A live launch session with your account team
- A one-page delegation cheat sheet per role
- A week of us on call inside your Slack or Teams
What this week is really about
Adoption is where AI projects in agencies quietly die, so we treat it as a phase, not an afterthought. The launch session is deliberately hands-on: each person brings one client task they dread, hands it to Patricia live, and reviews the result with us in the room. People trust what they have seen work on their own accounts. By Friday the question inside your team changes from whether to use her to what to hand her next, and that is the only adoption metric that matters.
Week 5
Tune and hand over
The client routines run themselves, and your team owns them.
What happens
- We watch a full week of real client usage and fix every rough edge we find
- Routines that earned trust get expanded; anything shaky gets tightened or cut
- We train an internal owner to adjust skills, budgets, and permissions without us
- You get the playbook: everything she runs, how it works, and how to change it
Included
- A tuned setup based on real usage, not assumptions
- A trained internal owner on your team
- The full handover playbook
What this week is really about
The goal of week 5 is to make ourselves unnecessary. We do not want you waiting on us to change a report format, so we train someone on your side to own the setup: adding a skill, adjusting a cap, changing who approves what. The playbook we hand over is written for that person, not for us. You end the sprint with your recurring client work running on schedule, an account team that uses her daily, and the keys in your own pocket.
Want this plan on paper? See the full curriculum, ready to share or download as a PDF.
After week five
The sprint ends. The routine does not.
You own everything
The configured skills, the playbook, and the credits are yours. Nothing is rented, and the included credits never expire.
Patricia keeps working
The routines built in the sprint keep running on schedule. Your trained owner adjusts them as the client roster changes.
We stay a message away
Normal support covers you from day one. If you want us to keep managing and expanding the setup, we can talk about that too.
Here is what that looks like on a normal Tuesday.
The call is a fit check, not a pitch. Twenty minutes, and you leave with a straight answer.
The full day, beat by beat
8:12 AM, in #general: The day starts with the whole company in one place.
PatriciaApp8:12 AMMorning, here is where every account stands today:
- Northwind: weekly report drafted, ready for your yes
- Fernbrook: CPL up 28 percent since Tuesday, fix proposed
- Lumen: discovery call at 2, deck and first pass ready
- Finance: October retainers drafted, two overdue
9:40 AM, in #northwind-internal: The weekly client report, drafted before anyone asks.
Thibaut Hennau9:36 AMNorthwind's weekly report still needs to go out.
PatriciaApp9:40 AMAlready drafted, in Brightside's tone, with Elena's summary on top. Organic sessions up 6 percent, and the two pages that slipped have a fix.
PDFNorthwind-Weekly-Report.pdfagency branded, 4 pagesWaiting on your approval: send the Northwind report to the client
11:15 AM, in #growth: New business researched before the call.
PatriciaApp11:15 AMLumen booked a demo for 2pm. I pulled their search data, their Reddit mentions and their team, and built a first deck so you walk in already knowing what is broken.
PDFLumen-Discovery-Deck.pdfagency branded, first passPulled from
1:00 PM, in #meetings: Client calls follow themselves up.
PatriciaApp1:00 PMThe Northwind review is written up. Recap in the client channel, four action items on the board with owners and dates, and the follow-up email to the client drafted for your sign-off.
PDFNorthwind-call-recap.pdf4 action items, 2 ownersWaiting on your approval: send the follow-up email
3:25 PM, in #fernbrook-internal: A climbing client CPL, caught before the client sees it.
PatriciaApp3:25 PMHeads up: Fernbrook's cost per lead has climbed 28 percent this week and the top ad set is fatiguing. My proposal: move 15 percent of the budget to ad set B and refresh the creative. The client note is drafted too. Say the word and it is yours to run.
6:02 PM, in #general: Everything shipped. Tomorrow is prepped.
PatriciaApp6:02 PMWrapping up. The Northwind report, the Lumen deck, the call follow-up and October's retainers all went out today, every one after an approval. Tomorrow is prepped: nothing overdue, the week's work already queued.
Log off. I have the watch.
8:12 AM. The day starts with the whole company in one place.
A day with Patricia
One coworker. Your whole company. All day.
Scroll through a Tuesday at your agency. She keeps every account moving while you build the product.
The day starts with the whole company in one place.
Pricing
One hire, one price.
The account coordinator this work usually becomes costs 55,000 to 75,000 dollars a year fully loaded, and takes months to find. This hire takes five weeks, costs a fraction of that once, and what she learns belongs to the agency.
The Setup Sprint
$9,750
- The work audit: your recurring client work mapped, ranked, and turned into a handoff plan
- The plumbing: every client account connected, permissions scoped, guardrails live
- The routine build: your client reports, recaps, and follow-ups running in your voice, proven side by side
- Launch week: a live session with your account team, plus a week of us on call in your Slack or Teams
- The handover: a trained internal owner and the full playbook
- $1,000 in Patricia credits, they never expire
- Bought separately, that is $14,000 of work. The sprint is $9,750, one time.
Your time: one point person and about two hours a week. We handle the rest.
Our guarantee
Stop at the end of any week and we refund every week we have not started. You keep everything built up to that point, including the week 1 map and plan.
The realistic alternative is an internal project that eats a quarter of an account manager's year; the sprint gets you the outcome in five weeks, with the keys handed back to you.
Security and trust
Built to be trusted with your clients' data.
Only the channels you invite her to and the connections you approve. Every action is logged, she checks her own work, and she gets sharper on every account.
Your data stays yours
Logged, never used to train anyone else's model, and deleted if you cancel. Access is scoped per person, so a junior sees what a junior should see.
Every action logged
A full audit trail of what she did, when, and on whose say-so. Nothing happens off the record.
She checks her own work
Patricia reviews what she produces against the client's brief and your agency's tone before it reaches you.
Sharper every week
The more feedback you give, the better she gets at each account and each client's voice, so the work lands closer to right over time.
Secure to connect
The compliance most tools cannot show.
Agencies connect client accounts to Patricia because the paperwork is already done. Verify everything in the Trust Center.
How your data is protected, in plain languageFAQ
Questions, answered.
Who is the Setup Sprint for?
Small marketing agencies that run on Slack or Teams and want the outcome without running the project: the client list is a spreadsheet, the reporting steps live in one account manager's head, and nobody has five spare weeks to become the AI person. Performance and SEO agencies fit best today, because Google Ads, Meta, GA4 and Search Console are the platforms Patricia reads best. If that sounds like your agency, the sprint was designed for you.
Our systems are a bit of a mess. Is that a problem?
It is the reason the sprint exists. Week 1 maps how client work really flows through your agency and week 2 does the plumbing: connecting the client accounts, untangling shared drives, and scoping access per person. You do not need to clean up before we arrive; the cleanup is part of what you are buying.
Why five weeks?
Because connecting accounts is the easy part. Mapping the real client work, testing output side by side against your team's own, launching with every account manager hands-on, and tuning against real usage each need their own week. Five weeks is the honest amount of time it takes to make an agency AI-native rather than AI-curious.
Can I not just set Patricia up myself?
You can. Once she is onboarded, the install into Slack or Teams takes minutes. What you cannot shortcut is the implementation: mapping the real client work, fixing the plumbing, and getting an account team to actually delegate. The sprint buys that shortcut and the people who do it every week, so nobody at your agency has to become the AI person.
What do you need from us?
One point person, access to the client accounts you want connected, and one video session with the account team most weeks, usually an hour or two. We handle everything else, including the plumbing.
Is the sprint remote or in person?
Fully digital. The whole sprint runs inside your Slack or Teams and over video sessions, so it works wherever your team sits. If you want the kickoff in the room, add the offline kick-off: we come to you for the week 1 discovery workshop for an extra $2,000, confirmed on the setup call.
Is Patricia's subscription included?
The sprint is a one-time fee that covers the full five-week implementation and includes $1,000 in Patricia credits. Her plan is billed separately and starts at $45 a month. The included credits never expire, so they keep working long after the sprint ends.
What if we want to stop halfway?
You can stop at the end of any week, and we refund every week we have not started. You keep everything built up to that point, including the week 1 process map and handoff plan. We can offer that because the sprint is structured to prove itself week by week.
What happens after week five?
You run it. The routines keep working, your trained owner adjusts them, and the playbook covers the rest. Normal support is always there, and if you want us to keep managing and expanding the setup month to month, we can scope that on the call.
What if Patricia is not a fit for us?
That is what the setup call is for. It is a fit check first: we only take on a sprint when we are confident she will carry real client work for your team, and we will tell you straight if she will not.
Book a setup call
Twenty minutes to see if the Sprint fits.
Pick a time below and we walk through your accounts together. We will tell you honestly whether Patricia can carry your recurring client work: we only take on agencies where the install will work. If it is not a fit, we say so on the call, and you leave knowing exactly where you stand.
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