Teach her how your agency does it.
Explain it in a chat, show her a recording, or bring one from Claude.
An illustrated Brightside Slack workspace plays example conversations between the team and Patricia, one channel at a time. Pick a channel to read it at your own pace.
@Pati this is how we onboard a new client. Can you learn it?
Sounds familiar?
Every job, explained again.
How your agency works lives in people, not in tools.
Every client, every week
Recurring client work, on a schedule.
Onboard her once. She runs the standing jobs for every client.
The weekly client report, ready on Monday
From Google Ads, Meta, GA4 and Search Console, in your agency's tone.
One brain for every client
Briefs, calls and decisions per account, so nobody re-explains a client.
Remembers
Northwind: report every Monday, Elena reads the summary only, no stock photos, Q4 is the backlink push.
Recaps that become tasks
She joins the client call. Action items land on the board with owners.
After the call, 11:33 AM
Northwind monthly review: recap in the channel, 3 decisions saved, 4 tasks in Notion with owners, follow-up drafted.
She asks before a draft reaches a client
Every draft waits for your team's yes. By default, so does every change and spend.
Send the Northwind weekly report to the client?
Reply to Elena about the Q4 calendar?
Send October invoices?
Spend and CPL alerts
Silent until something is wrong. Then the flag and a proposed fix.
Unprompted, 8:12 AM
Fernbrook's CPL is up 28 percent since Tuesday and frequency sits at 4.2. Fix proposed, client note drafted. Want them?
Works on a schedule
Set the rhythm once. She keeps it.
Mon
Tue
Wed
Thu
Fri
Month-end: invoices drafted, sent after your yes
The fair question
We gave the team Claude seats.
Isn't that AI-native already?
A seat is a chat box you go to. She works in your team's channels.
Ask once. She loads the team's playbook.
Thibaut's chat
Write the weekly report for Fernbrook. Here is the Google Ads export [CSV pasted], the Meta export [CSV pasted], and last week's report so you can copy the format [pasted]. Tone is plain and direct, no jargon, lead with what changed and why, end with next week's plan, never promise results. Our team has a report template in Notion, here it is [pasted]. Keep it under one page, no exclamation marks. Ok now write it, and make it sound like me, not like AI…
Paste the brief, describe the tone, hope for the best.
@Pati the Fernbrook weekly report, in my tone
- Pulled the Fernbrook brief
- Loaded team skill: weekly client report
- Loaded personal skill: Thibaut's tone
- Loaded connection: Fernbrook Google Ads (read)
- Drafting the report for your review…
Team skills and personal skills. She loads both.
Setup
Set up in 20 minutes.
Together, on the call. No engineering, no onboarding fee.
Add her to a channel
Like any teammate, in Slack or Teams. No new app to learn.
Today at 9:00 AM
Connect your client accounts
Once, for the whole agency, with access scoped per person. No shared logins.
Point her at the first client
Name the account and its standing jobs. She starts the same day.
@Pati take over Northwind's weekly report and the daily account check.
On it. First report Monday morning, in your agency's tone, for your sign-off.
Proof
Proven on our own company first.
BetterPic, an AI photography company, runs on Patricia.
$20k
2
2h
“Patricia runs the campaigns, updates the website, sends the monthly reports, and pings me when something looks off. We did not hire for any of it.”
Thibaut HennauPricing
One price. Every seat included.
What a month of client work costs.
40 replies and briefs, 12 client updates, 5 weekly reports and a campaign plan in one example month
- 20,000 credits included every month
- Every seat included, never per-seat
- Metered to real work, spend cap on by default
- Credits never expire and roll over
- Smart Meeting Notetaker, save $20 per employee per month
What a task costs, on average
A client reply or brief
~$0.13
~56 credits
A client update or LinkedIn post
~$0.34
~150 credits
A weekly client report
~$0.68
~300 credits
A full campaign plan
~$2.66
~1,183 credits
FAQ
Questions, answered.
What is a skill?
The written steps for one job: when it applies, what she reads, and how she checks the result.
Who can use a skill I teach?
You first. An owner or admin can share it with the whole team.
Can I bring skills I wrote for Claude?
Yes. Upload the SKILL.md, push it from Claude or Claude Code, or have an admin import it from GitHub.
Are there skills built in?
Over 100, across Google Ads, Meta, SEO, reporting, decks and documents. You only teach what is yours.
Can I switch a skill off?
Yes, from chat. Switch it back on any time.
Teach her one job this week.
Bring the job your team explains most. She learns it on the call.