Automation Packages
Document: Agency Deep-Dive 3/4Status: Active
Last Updated: 2025-12-18
Overview
Automation Packages are productized agency services with fixed scope, timeline, and pricing. They bridge the gap between one-off consulting and fully managed retainers.Package Catalog
Tier 1: Starter Packages (5,000)
Content Engine Starter
Price: $3,500Timeline: 2 weeks
Best For: Solopreneurs, small teams starting content
| Included | Details |
|---|---|
| Content calendar automation | Notion/Airtable → scheduled posts |
| 1 social platform integration | Buffer/Later connection |
| AI writing workflow | Blog post generation from briefs |
| 30-day support | Bug fixes + questions |
- n8n workflow (webhook → AI → scheduling)
- Content calendar template
- Prompt library (5 templates)
- Video walkthrough
Lead Capture Starter
Price: $4,000Timeline: 2 weeks
Best For: Service businesses, consultants
| Included | Details |
|---|---|
| Form → CRM automation | Typeform/Tally → HubSpot/Notion |
| Auto-responder sequence | 3-email welcome series |
| Lead scoring setup | Basic qualification rules |
| Slack notifications | New lead alerts |
- Form configuration
- Email templates (3)
- n8n workflow
- Lead scoring rules doc
Social Listener
Price: $3,000Timeline: 10 days
Best For: Brands monitoring mentions
| Included | Details |
|---|---|
| Keyword monitoring | 10 keywords tracked |
| Sentiment analysis | Positive/negative classification |
| Daily digest | Summary email/Slack |
| Alert triggers | Urgent mention notifications |
- Monitoring workflow
- Dashboard (Google Sheets/Notion)
- Alert configuration
- Setup documentation
Tier 2: Growth Packages (10,000)
Content Multiplication Engine
Price: $7,500Timeline: 4 weeks
Best For: Content teams ready to scale
| Included | Details |
|---|---|
| Multi-format repurposing | 1 piece → 10 formats |
| Cross-platform scheduling | 5 platforms |
| Performance tracking | Analytics dashboard |
| AI enhancement | Auto-optimization suggestions |
- Full n8n workflow suite
- Platform integrations (5)
- Analytics dashboard
- Prompt library (20 templates)
- Training session (2 hours)
Sales Pipeline Automation
Price: $8,500Timeline: 4 weeks
Best For: Sales teams 3-20 people
| Included | Details |
|---|---|
| CRM automation | Deal stage workflows |
| Email sequences | 5 automated sequences |
| Meeting scheduling | Calendly + follow-ups |
| Pipeline analytics | Revenue forecasting |
- CRM workflow configuration
- Email templates (15)
- Sequence logic documentation
- Dashboard setup
- Team training (3 hours)
Customer Success Automation
Price: $6,500Timeline: 3 weeks
Best For: SaaS, subscription businesses
| Included | Details |
|---|---|
| Onboarding automation | Welcome sequence |
| Health scoring | Usage-based alerts |
| Renewal reminders | Automated outreach |
| NPS/feedback collection | Survey automation |
- Onboarding workflow
- Health score algorithm
- Renewal workflow
- Survey integration
- CS playbook document
Tier 3: Scale Packages (20,000)
AI Agent Deployment
Price: $15,000Timeline: 6 weeks
Best For: Operations teams ready for AI
| Included | Details |
|---|---|
| Custom AI agent | Purpose-built for your workflow |
| Tool integrations | Up to 10 tools |
| Training data setup | Knowledge base configuration |
| Human-in-the-loop | Approval workflows |
| 60-day optimization | Performance tuning |
- Deployed AI agent
- Integration configurations
- Knowledge base
- Monitoring dashboard
- Runbook documentation
- Training (4 hours)
Full Funnel Automation
Price: 1M+ revenue| Included | Details |
|---|---|
| Lead capture → Nurture | Full top-of-funnel |
| Sales automation | Pipeline management |
| Customer success | Post-sale workflows |
| Analytics suite | Full-funnel visibility |
- Complete workflow suite
- All integrations
- Dashboard ecosystem
- Documentation library
- Team training (8 hours)
- 90-day support
Video Content Factory
Price: $12,000Timeline: 5 weeks
Best For: Creators, media companies
| Included | Details |
|---|---|
| Script generation | AI-powered from outlines |
| Voice synthesis | ElevenLabs integration |
| Video assembly | Automated editing |
| Multi-platform publish | YouTube, TikTok, Instagram |
- Full video pipeline
- Script templates (10)
- Voice profiles setup
- Publishing automation
- Analytics tracking
- Training (3 hours)
Package Customization
Add-Ons
| Add-On | Price | Description |
|---|---|---|
| Extra platform | +$500 | Additional integration |
| Extended support | +$1,000/mo | 90-day → ongoing |
| Priority delivery | +25% | Expedited timeline |
| White-label | +$2,000 | Remove our branding |
| Training session | +$500/hr | Additional training |
| Documentation | +$1,000 | Comprehensive docs |
Exclusions (All Packages)
- Ongoing API/tool costs (client responsibility)
- Content creation (words, images, videos)
- Strategic consulting beyond scope
- Third-party tool subscriptions
- Custom integrations outside scope
Database Schema
Package Definitions
Seed Data
Sales Flow
Package Selection
Store Integration
Packages are sold as Shopify products:Order → Project Pipeline
Fulfillment Process
Kickoff Protocol
Milestone Structure
Each package has standard milestones:Package Economics
Margin Analysis
| Package | Price | Est. Hours | Hourly Rate | Margin |
|---|---|---|---|---|
| Content Starter | $3,500 | 16 | $219 | 70% |
| Lead Capture | $4,000 | 18 | $222 | 72% |
| Sales Pipeline | $8,500 | 35 | $243 | 68% |
| AI Agent | $15,000 | 55 | $273 | 65% |
Cost Structure
Upsell Path
Package Performance
Tracking Queries
Package Page (Marketing)
URL Structure
Package Detail Component
Integration Points
With Publisher
- Content packages use Publisher’s prompt library
- Successful patterns → productized into packages
With Platform
- Package automations → Platform templates
- Client configurations → reusable on Platform
With Store
- Packages sold via Shopify
- Orders trigger project creation
- Add-ons as line item properties
Related Documents
| Document | What It Covers |
|---|---|
| client-lifecycle.md | Client journey |
| deliverables.md | Work products |
| reporting.md | Client dashboards |
| SCHEMA.md | Table definitions |