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askTheodor Academy

Playbook: small agency

An agency is many clients, each with their own voice and deliverables — exactly the shape askTheodor’s Companies were built for.

What you’ll do

  • Model each client as its own Company.
  • Staff a delivery team and keep client knowledge separate.
  • Produce reports you can hand to stakeholders.

1. Start from the marketing-agency pack

Open Settings → Demos and install the marketing agency pack for a ready-made structure. Then make a Company per client — each one a separate neighborhood with its own brand voice, banned words, and goals, so one client’s rules never bleed into another’s.

2. Staff the delivery team

Hire the specialists each client needs from the catalog — Writers, Researchers, Creatives, Analysts — into that client’s Company. Put each client’s brand voice and house style in a Company-scope SOP so only that team sees it, and the work always sounds like them.

3. Produce and review deliverables

Workers prepare drafts; you sign off. Keep your Reviewers, Critics, and QA workers close (on your Command Center) so every artifact a delivery worker produces gets passed or failed before it reaches the client. Agents prepare, humans approve — that loop is your quality desk.

4. Report to stakeholders

When work goes out, anything outbound is drafted and held for your approval — never sent automatically — so a client email always passes a human first. For recurring reporting, set a routine (a weekly client report) per Company.

Recap

A Company per client, a scoped delivery team, a human-approved review loop, and per-client reporting — that’s a small agency on askTheodor. Next, the same patterns aimed at a storefront.

➡️ Next: Playbook: e-commerce store