M09-07 · AI + Digital Marketing & Agent Orchestration

Client Management & Agency Operations

AI + Digital Marketing & Agent Orchestration →

One person with AI tools and agent orchestration skills can deliver what used to require a 5-person marketing team. That's the opportunity — and this course teaches you to capitalize on it. Covers the business of marketing services: client onboarding, reporting cadence, expectation management, scope control, retainer structuring, pricing models, and the operational systems that let you scale a marketing agency or consultancy without scaling headcount proportionally. This is the business course for marketers who want to run the operation, not just execute campaigns.

30 Hours

8 Learning objectives

Create Bloom's ceiling (?)

5 Competencies

What You'll Be Able To Do

Learning Objectives

Objectives

Depth

Design a client onboarding process that captures goals, sets expectations, establishes reporting cadence, configures access permissions, and defines success metrics before any campaign work begins Create
Build client reporting templates that communicate campaign performance, strategic recommendations, and next steps in a format that executives can act on without a meeting Create
Apply scope management techniques for marketing engagements: defining deliverables precisely, handling scope creep conversations, structuring change orders, and protecting margins without damaging relationships Apply
Evaluate retainer and pricing models for marketing services: hourly vs. project vs. retainer vs. performance-based pricing, margin calculation, and pricing strategy for AI-leveraged delivery Evaluate
Configure project management and agency operations systems: ClickUp or Monday.com workspace design, task templates, time tracking, client portals, and approval workflows Apply
Create standard operating procedures (SOPs) for recurring marketing operations: campaign launch checklists, QA processes, monthly review protocols, and handoff procedures that maintain quality at scale Create
Analyze the unit economics of an AI-leveraged marketing agency: service delivery costs with AI tools, margin structure, capacity planning, and the relationship between AI efficiency gains and pricing Analyze
Build a complete agency operations playbook: service offerings, pricing tiers, onboarding workflow, reporting templates, scope management protocols, and operational SOPs for a marketing consultancy or agency Create

Levels: Remember · Understand · Apply · Analyze · Evaluate · Create — highest demands most original thinking.

Core Competencies

What You'll Master

Client Onboarding & Management

Structured onboarding processes, expectation setting, reporting cadence, and relationship management that keeps clients informed and retained.

Scope & Pricing

Retainer structuring, pricing models, scope management, change orders, and margin protection for marketing service businesses.

Operations Systems

Project management setup, task templates, time tracking, client portals, and approval workflows using ClickUp, Monday.com, and related tools.

SOP Development

Creating repeatable processes for campaign launches, QA, monthly reviews, and handoffs that maintain quality as the operation scales.

Agency Unit Economics

Understanding delivery costs, margin structure, capacity planning, and how AI leverage changes the economics of marketing services.

Portfolio Artifact

What You'll Build

Agency Operations Playbook — Build the complete operational foundation for a marketing agency or consultancy: service offering definitions with scope boundaries, pricing model with margin analysis, client onboarding workflow and templates, reporting templates for weekly/monthly/quarterly cadence, scope management protocols and change order process, project management workspace configured in ClickUp or Monday.com, SOPs for 3 recurring operations (e.g., campaign launch, monthly review, client QA), and a capacity model showing how AI leverage affects headcount requirements and margins.

Tools You'll Use

Industry Tools, Not Toy Projects

ClickUp

Project management platform for agency operations — task templates, client spaces, time tracking, and custom workflows.

Monday.com

Work management platform for team coordination, client portals, approval workflows, and operational dashboards.

Harvest

Time tracking and invoicing platform for tracking billable hours, managing budgets, and generating client invoices.

QuickBooks

Accounting software for agency financial management — invoicing, expense tracking, profitability reporting, and tax preparation.

Loom / Notion

Communication and documentation tools for async client updates, SOP documentation, knowledge bases, and team onboarding.