Agiled Client Operations Sprint (7-10 days)
A productized deployment that stands up a branded Agiled workspace for one client, wiring CRM pipelines, invoicing, scheduling, and the client portal into a single operating layer the agency can bill against a retainer. Time: 7-10 days.
By InnovaAI ResearchPublished
How do you implement it?
Agiled Client Operations Sprint (7-10 days)
A productized deployment that stands up a branded Agiled workspace for one client, wiring CRM pipelines, invoicing, scheduling, and the client portal into a single operating layer the agency can bill against a retainer.
- Agiled account on Pro ($59/month, 3 seats included) or Premium, since white-label portal branding sits at Premium and above
- Client's existing contact list exported as CSV, plus a written map of their lead-to-cash steps
- Stripe account credentials for the client, and Google Calendar access for scheduling connections
- Signed scope covering which pipelines, invoice templates, and portal views are in bounds
- A named client-side admin who will own day-to-day Agiled usage after handover
- 1.Create the Agiled workspace and set agency-level branding, user permissions, and roles
- 2.Import the client's CSV contact list and reconcile duplicates before any pipeline work begins
- 3.Confirm seat count against the plan: Pro includes 3 seats, additional seats run $20/month each
- 1.Build the first deals pipeline and map each stage to a real step in the client's sales process
- 2.Configure lead capture forms and booking pages so inbound leads land in the pipeline automatically
- 3.Connect Stripe so payment links and invoice collection work from day one
- 1.Draft proposal and contract templates with the AI drafting assist, then route them for client approval
- 2.Set up the node-based workflow editor for the two highest-volume automations (lead assignment and follow-up)
- 3.Test the workflow end to end with a dummy lead before touching live data
- 1.Create project task boards that mirror how the client delivers work, with time tracking switched on
- 2.Link tracked time to invoice generation so billable hours flow into invoices without manual entry
- 3.Configure recurring invoice sequences for any retainer-style billing the client runs
- 1.Connect Google Calendar and any additional calendar connections allowed by the plan tier
- 2.Set up the client portal with the client's logo and colors, and choose which project views clients can see
- 3.Walk the client's admin through portal access, payment history, and document sharing
- 1.Wire Slack notifications so deal stage changes and new invoices surface where the client's team already works
- 2.Add Zapier connections for any tool Agiled does not cover natively (for example a niche reporting tool)
- 3.Verify HubSpot or Salesforce sync if the client already runs one of those CRMs and needs bidirectional contact data
- 1.Run a full dry run: fake lead through form, pipeline, proposal, project, time entry, invoice, and portal payment
- 2.Log every break point and fix configuration rather than documenting workarounds
- 3.Record a short screen walkthrough of the finished workspace for the client's team
- 1.Train the client's team on daily operations: pipeline hygiene, invoice review, and portal support requests
- 2.Hand over the admin credentials and a one-page reference for the automations that are live
- 3.Agree the monthly support scope the agency will bill for after handover
A Pro plan at $59/month covers 3 seats and unlimited contacts, projects, docs, and invoices, so a single client deployment costs the agency under $60/month in tool spend against a $1,500-$3,000 one-time build fee plus an ongoing support retainer. Each extra seat is $20/month, which stays trivial until the client's team grows past five or six users, at which point the agency should reprice the retainer rather than absorb the seat cost. Because Agiled replaces separate CRM, invoicing, and scheduling subscriptions, the agency can position the deployment as cost-neutral for the client while keeping the build margin.
- Configured Agiled workspace with branded client portal, live deals pipeline, and imported contact list
- Automated invoice sequence tied to tracked project time, connected to the client's Stripe account
- Documented workflow map showing every node-based automation live in the account
- Admin handover pack: credentials, one-page automation reference, and recorded walkthrough
- Monthly support scope sheet defining what the agency maintains versus what the client owns
A test lead can travel from form capture through pipeline, proposal, project delivery, tracked time, invoice, and portal payment inside the client's branded Agiled workspace without manual intervention.
More on Agiled
- StrategyWhy Agiled's Seat Math Decides Agency Margin Before the CRM Does
- ConceptAgiled Seat Math Threshold
- Evaluation RuleAgiled Rule: Adopt at 3 Seats or Fewer, Because the $20 Seat Compounds
- Decision FrameworkAgiled: Buy vs Skip (Agency Tool Consolidation Decision)
- Failure PatternThe Agiled Seat Creep Trap: Why Agencies Fail With Agiled at Scale
- Operating ProcedureAgiled Client Workspace Setup (Onboarding)
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