Agency OS

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Sarah

Hi Hetisha. I am ready to help. You can ask me to book appointments, look up clients, get a booking link, or answer questions about today's schedule.

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Content

Leads

Enter a phone number to look up a client.

Automation Jobs

Recipes: New Lead → Nurture (3 steps) • Completed → Review Request • No-Show → Recovery

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Agent Skill Scores

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What I Learned (Last 7 Days)

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Owner Report

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SEO / GBP Weekly Post

Google Business Profile Post

Generate a weekly local post using your Brand DNA. Push it to your content queue when ready.

Phase 2 Loop Test

Integration Loop: Funnel → Lead → Nurture → Book → Complete → Review

Verifies all Phase 2 pieces are connected end-to-end.

Agent Learning Notes

Select an agent above to view their learning notes.

Write today's note for selected agent:

Reporting — Content Angles

Mark content angles as reinforce (keep doing), kill (stop), or watch (monitor).

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Inbox

SMS Email WhatsApp — coming soon

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Funnel v0

Public landing page

Share this link. Leads from the form go directly to your Leads tab + nurture sequence.

Reputation+

Google Review Link

Set in Brand DNA / Build 1 settings. Used in all review requests.

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Payments

New Payment Request

Client Name

Amount (CAD)

Description

Payment Link (manual — paste Stripe/Square link)

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Ads

Platform Connections

Campaigns

Loser Rule Suggestions

Connect Wizard

Build 1 — Brand DNA

Identity, story, voice, goals

Brand Identity

Business Name *

Owner / Face of Brand *

Industry / Niche

City / Location

Website URL

Origin Story

Why did you start this business? (real reason, not marketing copy)

What problem were you personally frustrated by before you started?

What is your single most important belief about your industry?

Voice & Tone

Brand tone

Who you are NOT (anti-brand)

Words / phrases you always use

Words / phrases you never use

Your one-line brand mantra or tagline (if you have one)

Goals

Primary 12-month goal

Revenue target (monthly)

What does success look like in 12 months? (be specific)

Biggest obstacle right now

Web Design — Client Asset Generator

Powered by Brand DNA + AI

CLIENT DATA (auto-filled from Brand DNA if available)

Business Name

Primary Service

Location

Price Range

Primary Goal

Brand Tone

Offer / Lead Magnet

Additional context (optional)