Agency & Freelance Ops

Role: you are an operations strategist who has helped companies replace whole software stacks and save large sums every year.

Business type: [your business]

Task: design a complete operations workflow that uses Claude only. It takes over from all my project management tools, operations platforms and SOP generators, as one master system that is leaner and costs nothing.

Role: you are an expert in analyzing contracts.

Contract:
[paste the contract]

Task: review it and deliver:
1. A plain-English explanation of the contract
2. The key obligations of each party
3. The risks, each rated by likelihood and impact
4. Any hidden clauses or terms that work against me
5. A negotiation checklist, in order of priority

Focus on what I am really agreeing to, where I am exposed and what should change before I sign.

1. Phase 1 — Onboarding auditCopy

   Role: you are a high-end consultant in customer success, onboarding strategy, retention and customer journey design.
   
   My current onboarding:
   [paste the process, the messages you send, the tools you use and customer feedback]
   
   Task:
   1. Review this onboarding and point out every step that confuses customers, every unnecessary delay, every missing instruction, every gap in trust, every weak handoff and every reason customers might lose interest.
   2. Then write a prioritized improvement plan that raises activation, customer satisfaction and retention, and shortens time to value.
   
   If I have not pasted the material above, ask me for it before you start.

2. Phase 2 — Welcome sequenceCopy

   Role: you are a top strategist for customer onboarding.
   
   My business: I provide [product or service] to [target customer].
   
   Task: write a full welcome sequence for new customers. Across the sequence it must:
   - confirm the purchase
   - set clear expectations
   - explain what happens next
   - introduce the support resources available
   - lead the customer toward their first successful result
   
   For each message, give its purpose, when to send it and the full text.

3. Phase 3 — Onboarding checklistCopy

   Role: you are a premium implementation consultant.
   
   The steps my customers must complete before they can start using my offer:
   [paste the steps]
   
   Task: turn these steps into a simple onboarding checklist. For each item include:
   - clear instructions
   - a deadline
   - who is responsible
   - the information required
   - a progress marker
   - the criteria that mean it is complete

4. Phase 4 — Customer education systemCopy

   Role: you are a senior specialist in customer education.
   
   My offer: [describe your product or service]
   Where customers usually get stuck: [common problems]
   
   Task: design a complete education system that combines these formats: quick-start guides, tutorials, FAQs, videos, emails, in-app tooltips and support messages. Sequence every piece in the order in which customers will need it.

5. Phase 5 — Activation and first winCopy

   Role: you are an expert in customer activation and retention.
   
   My business: I provide [product or service] to [target customer].
   The action customers must complete before they get any value: [key action]
   
   Task:
   1. Analyze why customers might never get to that point, looking at confusion, effort, bad timing, low motivation and missing support.
   2. Then design a system that gets more customers to their first win, and gets them there fast.

Role: you are a specialist in customer experience.

My type of business: [business type]

Task: build a complete support system for my business. Create:
1. 15 detailed answers to frequent questions
2. 3 templates for refund and complaint policies
3. 5 ready-to-use replies for customers who are angry
4. a welcome email that sets clear expectations from the start, so that fewer support tickets come in

1. Phase 1 — High-value niche and solution conceptCopy

   Role: you are a consultant for SaaS businesses.
   
   Task:
   1. Find 3 service-based industries (for example HVAC, solar, real estate) that still rely on outdated legacy software.
   2. Sketch a no-code solution concept, built with Webflow and Wized, that removes the biggest point of operational friction these industries face.
   3. Explain why this solution is worth $2,000/month to such businesses.

2. Phase 2 — User logic and data flowCopy

   Role: you are a solutions architect.
   
   What I am building in Webflow: [business concept]
   
   Task:
   1. Map the user logic tree of this product.
   2. Define precisely how data moves from the sign-up form to the member dashboard and on to the payment gateway.
   3. List the third-party integrations (Make/Zapier) required to automate the whole flow.

3. Phase 3 — Webflow CMS structureCopy

   Role: you are a database engineer.
   
   Type of site: [type of site]
   
   Task: design the Webflow CMS for this site. List every collection field and every reference field it needs to be dynamic and scalable.
   
   Requirement: the structure must support bulk filtering and search optimization across 1,000+ items.
   
   Present the fields as a table with the columns: collection, field name, field type, purpose.

4. Phase 4 — Above-the-fold UI/UX briefCopy

   Role: you are a senior product designer.
   
   Context: a B2B no-code platform.
   
   Task:
   1. Design the layout of the above-the-fold area.
   2. Define the visual hierarchy that guides the eye from the value proposition, to the social proof, to the primary call to action.
   3. Name the 2026 design trends (for example glassmorphism, micro-interactions) that would raise the perceived authority of the page.

5. Phase 5 — Cold Loom script for client acquisitionCopy

   Role: you are a closer for a high-ticket agency.
   
   Prospect: a business whose current website is slow and unresponsive.
   
   Task: write the script for a cold Loom video aimed at this prospect. Center it on revenue leakage: show exactly how the current site is losing them leads, and explain how my no-code migration solves it in 14 days with zero downtime.

6. Phase 6 — Value-based retainer pricingCopy

   Role: you are a financial strategist who works with agencies.
   
   Task: replace a one-off build fee with a value-based retainer model, organized in 3 tiers:
   1. Core Build
   2. Growth (SEO + updates)
   3. Automation (workflow optimization)
   
   Then explain how to present the $2,000/month subscription as an investment that pays back more than it costs (ROI-positive).

7. Phase 7 — Delivery SOP to scale into an agencyCopy

   Role: you are an operations manager.
   
   Context: I have just signed my first 3 clients.
   
   Task: create a standard operating procedure for project delivery that automates three stages: onboarding, development updates and the final handoff. Then explain how I can use AI to produce the client documentation, so that my time splits 80% on sales and 20% on oversight.
   
   Organize the SOP with one section per stage.

Role: you are a business consultant.

My skill: [skill]

Task: create a menu of premium freelance services for an expert in this skill.

Include:
- 3 package tiers (Starter / Pro / Elite), each with a name
- the complete list of deliverables for each tier
- the turnaround time
- suggested prices
- an FAQ of 10 questions that handles the objections clients raise most often

1. Phase 1 — Founder problem copy assetCopy

   Role: you are a top-tier B2B ghostwriter working in digital media.
   
   My writing niche: [niche]
   
   Task:
   1. Study this niche and break down the 3 biggest operational problems that founders selling high-ticket services face in it.
   2. Pick their main bottleneck.
   3. Design a short-form copy asset in 4 parts that solves that bottleneck, laid out with a clear structure (one heading per part).

2. Phase 2 — Scroll-stopping first-line hooksCopy

   Role: you are a creative director who specializes in content that spreads fast.
   
   My writing niche: [niche]
   
   Task: write 5 aggressive hooks to open a digital essay or a short article, one line each.
   
   Rule: every hook must stop professionals mid-scroll with either a sharp violation of the accepted status quo in the industry or a shocking, contrarian business metric.

3. Phase 3 — 200-word retention postCopy

   Role: you are an engineer of retention for short-form content.
   
   Value tip to build the post around: [specific value tip]
   
   Task: write a text post of 200 words, very easy to read and fully optimized for retention.
   
   Structure (non-linear):
   - No introductory clichés: skip the warm-up entirely.
   - Open straight away with the climax: a high-impact metric.
   - Keep the rhythm short and punchy, one sentence per line.

4. Phase 4 — One statement in 3 formatsCopy

   Role: you are a top editor of distribution across multiple platforms.
   
   Raw educational statement: [paste text]
   
   Task: turn this one statement right away into 3 separate formats:
   1. A punchy hook for a short Threads post
   2. An authoritative playbook for LinkedIn
   3. A fast video script lasting 45 seconds

5. Phase 5 — Keyword-reply post endingsCopy

   Role: you are a specialist in inbound engagement.
   
   Context: putting outbound links in the text of a post kills its organic reach in the feed, so the link has to be delivered by an automated direct message instead.
   
   Keyword readers should reply with: [keyword]
   
   Task: write 3 variations of a caption ending, built to convert, that tell readers exactly which single keyword to comment so that an automated DM sends them my portfolio link.

6. Phase 6 — Diagnose flat DM conversionsCopy

   Role: you are an analytics auditor for writers who works from data.
   
   Situation: the views on my posts and the comment threads are growing fast, yet my cold DM conversions into high-paying ghostwriting retainers are not moving.
   
   Task:
   1. Give me a diagnostic rubric in 3 steps for this exact situation.
   2. Then give me 3 fixes I can apply immediately.
   
   Present the rubric and the fixes as two labelled lists.

1. Phase 1 — Retention and churn preventionCopy

   Role: you are an architect of client retention for agencies.
   
   Context: on average, my agency keeps a client for [X months] before they leave.
   
   Task:
   1. Diagnose every point in my client journey where the risk of churn jumps.
   2. Design a proactive intervention system that spots dissatisfaction early.
   3. Create a monthly value-delivery ritual that makes my impact impossible to ignore when the client reviews budgets.
   4. Give me a framework for retention conversations that turns clients at risk into clients who openly recommend us.

2. Phase 2 — Results communication for renewalsCopy

   Role: you are a specialist in how agencies communicate their results.
   
   Context: I run a [service type] agency, and between delivering results and reaching renewal time I find it hard to show my value.
   
   Task: build a system that keeps my results visible, made of:
   1. A framework for short weekly updates that brings "invisible work" into view.
   2. A monthly results narrative that translates metrics into stories about business impact.
   3. Benchmark comparisons.
   4. A framework for the renewal conversation that makes extending the contract the obvious choice.

3. Phase 3 — Account expansion and upsellsCopy

   Role: you are a specialist in expanding agency accounts.
   
   Context: my agency has [client count] clients. I want to grow the average value of a client from [X] to [2X] within 12 months.
   
   Task: design the upsell and expansion plan that gets me there.

4. Phase 4 — Referral systemCopy

   Role: you are a builder of referral systems for agencies.
   
   Context: referrals currently bring in [X%] of my agency's revenue.
   
   Task: design my full referral system:
   1. A satisfaction framework in which giving a referral becomes a natural way for clients to express how happy they are.
   2. A script for asking that feels like offering an opportunity, not asking a favor.
   3. An incentive structure that keeps my premium positioning intact.
   4. A nurture sequence that turns warm introductions into signed retainers within 14 days.

5. Phase 5 — AI-assisted client successCopy

   Role: you are a client success specialist who uses AI.
   
   Context: my agency offers [service type]. Every week, client communication and reporting take me [X] hours.
   
   Task: build my AI system:
   1. An automated check-in framework that keeps relationships warm.
   2. An AI reporting engine that produces client summaries in less than 20 minutes.
   3. An "Early Warning System" that flags accounts at risk.
   4. Personalized communication templates that keep a premium feel even at scale.

1. Phase 1 — AI team structure by business functionCopy

   Role: you are a top operations strategist who also works as an AI systems architect and a business consultant.
   
   My business: [describe your business] in the [niche] niche
   
   Task: design a complete team structure, powered by AI, for this business.
   
   1. Split the business into its core functions: product, marketing, content creation, sales, customer support, analytics, operations.
   2. For each function, define:
      - which AI agents or tools should run it
      - their responsibilities
      - the inputs they need
      - the outputs they deliver
      - how they interact with the other agents
   
   Finish with a summary table: function, agents/tools, main output.

2. Phase 2 — AI employee rolesCopy

   Role: you are a designer of business systems.
   
   My business: [describe your business] in the [niche] niche
   
   Task: create a full roster of AI "employees" for this business, for example an AI copywriter, an AI marketer, an AI sales assistant, an AI video editor and an AI agent for customer support.
   
   For each AI role, define:
   - responsibilities
   - daily tasks
   - tools it uses
   - prompt templates
   - success metrics
   - escalation rules for when a human must step in
   
   Make sure the roles operate together as one coordinated system.

3. Phase 3 — Task automation blueprintCopy

   Role: you are an expert in workflow automation.
   
   My business: [describe your business] in the [niche] niche
   
   Task:
   1. Break the operations of this business down into workflows that can be automated.
   2. Find the repetitive tasks in these areas: marketing, content creation, customer onboarding, sales, admin, reporting.
   3. For each workflow, design the automation step by step with AI tools such as ChatGPT, Make, Zapier or Notion AI.
   4. For each one, specify the trigger, the inputs, the outputs and how errors are handled.
   
   Constraints: friendly to no-code/low-code users; aim for saving time and efficiency.

4. Phase 4 — Automated content machineCopy

   Role: you are a top content strategist and an architect of automation.
   
   My business: [describe your business] in the [niche] niche
   
   Task: build a content creation system for this business that is fully automated, covering:
   - generating ideas
   - scripting
   - copywriting
   - creating videos
   - editing
   - scheduling
   - repurposing
   - publishing on Instagram, TikTok, YouTube and Threads
   
   Define the AI prompts to use at each step, and show how a piece of content moves from idea to publication with as little human input as possible.

5. Phase 5 — AI sales and lead generation systemCopy

   Role: you are an expert in performance marketing and in automating sales with AI.
   
   My business: [describe your business] in the [niche] niche
   
   Task: design a system in which AI takes care of generating leads, reaching out, qualifying them, following up and booking calls.
   
   Include:
   - cold email templates
   - DM scripts
   - CRM automation flows
   - a lead scoring system
   - scripts for handling objections
   - steps for optimizing conversion
   
   State clearly where a human still needs to step in.

6. Phase 6 — AI analytics and decision systemCopy

   Role: you are a business intelligence architect who works from data.
   
   My business: [describe your business] in the [niche] niche
   
   Task: build an analytics system powered by AI that tracks every key metric of the business, including revenue, CAC, LTV, ROI, leads, conversions, churn and engagement.
   
   Then design how the AI should:
   - interpret the data
   - generate insights
   - detect problems
   - recommend actions automatically
   
   Include dashboards, how often reports are produced, and the rules used to make decisions.

7. Phase 7 — Scaling roadmap from solo to systemizedCopy

   Role: you are a top startup advisor and a strategist for AI systems.
   
   My business: [describe your business] in the [niche] niche
   
   Task: create a roadmap that grows this AI-powered business from a one-person operation into a semi-automated and then a fully systemized business.
   
   Use these phases:
   1. manual execution
   2. partial automation
   3. full delegation to AI
   4. scaling with human oversight
   
   For each stage, say when it makes sense to hire people and when to deploy AI agents instead. Include a cost-benefit analysis and how to manage the risks.

1. Phase 1 — Core service offerCopy

   Act as my agency strategist.
   
   I want to launch a [agency type] agency for [audience].
   
   Task: help me pin down one core service that I can sell for $2K-5K per month. Give me:
   - the deliverables
   - the outcome the service produces
   - the reasons clients would pay for it

2. Phase 2 — Three pricing tiersCopy

   My agency: [agency type] agency for [audience]
   My core service: [paste the core service from the previous step]
   
   Task: package this service into 3 pricing tiers: starter, growth and premium. For each tier list:
   - what it includes
   - the price
   - the kind of client it is designed for
   
   Design the tiers so that the middle one is clearly the best value.

3. Phase 3 — Delivery workflowCopy

   My agency: [agency type] agency for [audience]
   My core service: [paste the core service]
   
   Task: design how this service is delivered, from the kickoff to the results.
   - Split it into phases.
   - List the steps inside each phase.
   - Mark which parts I can turn into a system, make into a template, or delegate later on.

4. Phase 4 — Client acquisition planCopy

   My agency: [agency type] agency for [audience]
   My offer: [paste your offer]
   
   Task: create a simple plan to win clients for my agency, aimed at signing my first 3 clients. Include:
   - one main acquisition channel
   - a daily outreach routine
   - a template for a cold message
   - a follow-up sequence

5. Phase 5 — Scaling beyond yourselfCopy

   My agency: [agency type] agency for [audience]
   My offer and delivery workflow: [paste them]
   
   Task: help me make this a business that can scale. Show me:
   - which processes to document as SOPs
   - the first roles to hire
   - how to reorganize my time so that my role becomes running the agency, not handling every task myself

Job title: [job title]
About the company (optional): [short company description]

Task: draft a job description for this position.

Include:
1. Key responsibilities
2. Required qualifications
3. A compelling overview of the company

1. Phase 1 — Niche selection and 60-day launchCopy

   Role: you are a top mentor for freelance web design businesses.
   
   Task:
   1. Find 3 very specific service niches, local or digital (for example premium wellness clinics, high-ticket consultants or boutique solar agencies), whose landing pages suffer from heavy conversion friction.
   2. For these niches, outline a 60-day business launch profile.
   
   Priorities: build on no-code platforms (Framer, Webflow) and sell high-ticket landing page systems, so cash flow grows quickly.

2. Phase 2 — Agency-style social profileCopy

   Role: you are an expert creative director and copywriter.
   
   My current profiles and services: [paste your current headline, bio and services]
   
   Task: optimize my professional social media profiles so my brand is positioned as a premium web design studio focused on conversion.
   1. Rewrite my main headline as a formula with three parts: the enterprise client avatar I target + a measurable lift in conversions + a launch timeline with no friction.
   2. Write a bio template that is easy to scan and includes the key no-code architecture keywords.
   
   If any of the information above is missing, ask me for it before you start.

3. Phase 3 — Homepage design SOPCopy

   Role: you are a master UX/UI web design consultant.
   
   Task: write a step-by-step Standard Operating Procedure (SOP) for designing a homepage that converts well for a B2B service client.
   
   Describe the exact structure from the top of the page to the footer:
   - fix the text layout of the main hero section
   - make every section easy to scan
   - remove dense blocks of text
   - place low-friction call-to-action buttons in strategic spots
   
   Keep it lean: no filler.

4. Phase 4 — 4-line audit cold emailCopy

   Role: you are an expert in creative B2B outreach.
   
   Target company website: [website URL or description]
   Mockup link: [link to your interactive mockup]
   
   Task: write a punchy cold email of exactly 4 lines aimed at corporate marketing directors.
   1. Open with a blunt, objective remark about one concrete point where their current site creates friction, in the design or in loading speed.
   2. Point to a relevant user experience or conversion metric.
   3. Close with a low-friction link where they can view an interactive mockup made for them.

5. Phase 5 — Spec briefs for a portfolioCopy

   Role: you are the creative director of an agency.
   
   Task: create 3 very detailed spec design brief templates for high-value client projects built with Framer or Webflow. Each brief describes:
   - a realistic business scenario with high stakes
   - a serious traffic bottleneck
   - strict wireframe requirements
   
   Goal: let me build a premium web design portfolio right away, without any previous paid clients.

1. Phase 1 — Pick the nicheCopy

   I want to start a service agency but I have not chosen a niche yet.
   
   My skills: [list your skills]
   
   Task: based on these skills, work out which 3 niches combine the strongest demand, the weakest competition and the quickest route to $10k per month. Rank them, explain the reasoning for each, and present the ranking as a table.

2. Phase 2 — Productized offerCopy

   Act as an agency consultant who charges $500 per hour.
   
   My agency's niche: [niche]
   
   Task: design a productized service offer. Include:
   - the name of the service
   - what it includes
   - what it does NOT include
   - the delivery timeline
   - a price anchor that makes buying feel like an obvious decision

3. Phase 3 — Cold outreach sequenceCopy

   My agency's niche: [niche]
   My offer: [offer]
   Ideal customer profile: [ICP]
   
   Task: write an outreach sequence of 3 touches, combining cold DMs and cold emails. Label each touch by channel and day.
   
   Rules:
   - tone: direct, confident, no fluff
   - goal: book a discovery call
   - no language that sounds written by AI

4. Phase 4 — Case study without clientsCopy

   I do not have any clients yet.
   
   My service: [service]
   My niche: [niche]
   
   Task: help me build a convincing proof-of-concept case study for my agency. Walk with me through a framework that shows results as before versus after, usable even when the work was a spec project or done for free.

5. Phase 5 — 30-day launch planCopy

   Act as the strategist for my agency launch.
   
   Time available: [X hours per week]
   Budget: [budget]
   Skills: [skills]
   
   Task: create a 30-day action plan, broken down week by week, that takes me from zero to my first paying client. Be extremely specific: no vague advice.

Role: you are a specialist in launching service businesses.

Goal: I want to sell [service] and earn $2K this month.

Give me:
1. The package: exactly what it includes, with clear deliverables.
2. The client: the type of client most likely to say yes quickly.
3. Outreach: a message that actually gets replies.
4. Discovery call: how to run it so I close deals with confidence.
5. Daily plan: my actions for each of the next 30 days to reach $2K.

Area of the business the NDA covers: [specific area of business]

Task: create the outline of a non-disclosure agreement (NDA) for this area.

List the key clauses and, for each one, explain briefly why it matters.

Task: walk me through starting a career as a freelancer. Help me to:
1. identify the skills of mine that clients will pay for
2. build a convincing portfolio
3. set rates that are competitive
4. find clients

Also include templates for:
- communicating with clients
- writing proposals
- managing projects

Focus on the opportunities that pay best in the current market.

Task to document: [task]

Write a step-by-step SOP (standard operating procedure) for this task that a brand-new hire with no experience at all could follow.

Requirements:
- plain, simple language
- a checkbox in front of every step
- ready to copy and paste as it is

How I [process]:
[describe the process]

Task: I have just described how I run this process. Turn it into a step-by-step standard operating procedure (SOP) that a freelancer could follow without any prior context.

Include:
- the edge cases
- a quality checklist