Agency Operations Checklist
A checklist for founders moving from manual labor to AI-orchestrated operations.
Infrastructure & Compliance
Verify your SPF/DKIM records and ensure your AI tools have an 'Opt-out' for data training to protect client intellectual property.
Agentic Interoperability
Ensure your core tools (CRM, Scheduler, Email) support REST APIs or MCP (Model Context Protocol) to allow autonomous agents to execute tasks.
Friction Minimization
Audit your publishing workflow. If it takes more than 5 clicks to move content from creation to publication, you are losing 20% efficiency per month.