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Playbook

Delivery capacity: delivery capacity and process, fixed in 30 days

Document the service you deliver most, split what only you can do from what a person or software can run, and hand off the biggest block.

Three ways to run it: do it yourself with the free step-by-step playbook, let the agent run it, or have us run it for you. See the options

The delivery capacity playbook: 30 days, step by step

Get the step-by-step playbook

A PDF you can work from: every week broken into plain actions, how to do each one, and how you know it is done.

The problem

Delivery lives in the founder's head, onboarding is messy, and automations break without anyone noticing.

  • “the onboarding process is still surprisingly messy.” source
  • “Workflows that stop randomly.” source
  • “When a Zap breaks or an API changes, your business stops.” source

What agencies already pay for

  • ClickUp / Notion: task and project management. (Agency Growth review of public agency-owner posts (r/agency, r/digital_marketing, r/gohighlevel), Oct 2025 to Oct 2026: 160 and 237 mentions)
  • Zapier / Make / n8n: automations between tools. (Agency Growth review of public agency-owner posts (r/agency, r/digital_marketing, r/gohighlevel), Oct 2025 to Oct 2026: 94, 227 and 486 mentions across samples)

The gap

Project tools hold the tasks and automation tools move data, but nobody writes down the repeatable process so someone other than the founder can run it.

The 30 days

  1. Week 1

    Document the one service you deliver most, step by step, as if handing it to a stranger.

  2. Week 2

    Split the documented work: what only you can do, what a team member can run, what software can absorb.

  3. Week 3

    Hand off or automate the biggest absorbable block and hold quality with a simple checklist review.

  4. Week 4

    Measure hours per client before and after; reinvest the recovered hours in sales, not more delivery.

The numbers to track

  • Hours per client per month: Time tracking, before the hand-off and four weeks after.
  • Steps documented: Count of written steps for your most-delivered service.

Go deeper

  • The Agency Growth Model: Four Systems, One Flywheel (2026)
  • Why Is My Agency Not Growing? The Four Killers, Diagnosed (2026)

Three ways to get it done

The SOP Builder Agent is the agent for this playbook. Drafts step-by-step SOPs from the work you repeat, into your approval queue.

  1. Do it yourselfFree

    The step-by-step playbook: what to do each week, in plain words, and how to know each step is done.

    Download the playbook
  2. Let the agent run itFounding cohort

    The agent for this playbook drafts the work into an approval queue you control. We are proving it with a small group of agencies first.

    Apply for the founding cohort
  3. Have us run it for you$2,500 setup, then $297 a month

    We set the playbook up in accounts you own, against acceptance tests you sign, then run it and report the numbers every month.

    Have us run it

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