Check the full picture.
A recorded deposit alone does not mean a project is ready. The workspace checks the remaining deposit, agreed scope and assets separately.
FOR SMALL DESIGN, WEB & CONTENT TEAMS
A clear start.
A visible change.
Agency OS brings project readiness, client onboarding and scope changes into one practical working kit. Know what needs checking before you commit your team’s time.
One-time download · Your records, on your device
ONE KIT / THREE CONNECTED WORKFLOWSAgency OS
01Project readinessDeposit, scope, assets and accountable owner
↘02Client onboardingWorking arrangements and a project brief
↘03Scope changesAgreed estimates, approvals and next steps
↘Manual checks support a human kickoff decision.
A WORKING RECORD, NOT ANOTHER PROMISE
Keep the prerequisites
in view.
For small teams coordinating projects through their existing email, file storage and payment provider.
Start with shared expectations.
Build an editable brief from the recorded project. Add working hours, time zone, communication and feedback arrangements.
Make additional work visible.
Link changes to their project. Record a fixed agreed rate, estimate, approval and billing prerequisites before reviewing the schedule.
A $1,000 project. A 50% deposit.
See why recording $200 leaves $300 to check—and why scope and assets still matter after the deposit is complete.
AGENCY OS WORKFLOW KIT
Three workflows.
One working set.
A self-service kit for your own business. Use the browser workspace or the separate Google Sheets-compatible companion.
Best for independent studio owners and small service teams managing straightforward client projects.
No custom branding service, automatic payment collection, shared cloud account or 48-hour implementation promise is included.
Open the guide. Start one project.
$39USD · one-time
No subscription
No subscription
- Agency OS browser workspace — linked projects and changes, editable onboarding briefs
- Backup and exports — JSON restore, CSV records, text brief
- Three-tab spreadsheet — Setup, Projects and Changes; 100 prepared rows per list
- Client onboarding playbook — configurable working arrangements and access checklist
- Change-request guide and 12 client messages — HTML and editable text
- Quick-start guide — worked examples and clear limits
ZIP download after verified payment. Preview release until checkout verification.
Before you buy
Use a current desktop browser. Save JSON backups regularly. Core spreadsheet calculations were checked in native Google Sheets; native Excel and Numbers checks remain pending. The browser workspace and spreadsheet do not sync. No contract or legal service is included.
CHOOSE THE RIGHT KIT
Project coordination.
Made clearer.
How is this different from InvoiceForge?
InvoiceForge focuses on invoices, remaining balances and payment follow-ups. Agency OS focuses on readiness before kickoff, working arrangements and changes to agreed scope. Choose by the job you need to do; the kits do not share data automatically.
Does it confirm payments or enforce a contract?
No. You check settled funds in your own payment records and confirm approvals against your agreement. Readiness results are prompts for the responsible person to review the underlying evidence.
Can the whole team edit it together?
The browser workspace is local to one browser. The spreadsheet can be imported into your own Google Sheets account and shared under your own permissions. Be careful with edit access to formula cells.
Is this the original $750 Agency OS service?
This is the revised self-service workflow kit. It does not include a custom setup or implementation service. If you already bought a different offer, keep your original order details and contact support to confirm what your purchase includes.