Newsletters, posts, articles in the client's voice
Draft with one model from the voice examples; review with another for anything off-brand. The client approves; you post.
AI agency workspace
One Project per client. Every deliverable from the same context.
An agency selling AI services lives or dies on context: the client's brand voice, their data, what was promised in the proposal, what was delivered last month, what the client hated. When that context lives in one Project per client, every proposal, report, automation and revision comes out consistent, and any AI you use reads the same brief. This page is how to set an AI agency up that way, from proposal to delivery to renewal.
Free to start with one client Project. More Projects and the latest models when the client list grows.
The setup
How a client Project is organised
Instructions: the client in one page
Who they are, what they sell, their voice with three examples, what they never say, who approves work. Every model reads this before every task.
Files: everything they gave you
Brand guide, past campaigns, product sheets, customer lists, the spreadsheet they run the business on. Upload directly or import from Google Drive where enabled.
The proposal and scope
What was promised, for how much, by when. When the client asks for more, the AI can tell you it is outside scope before you agree to it for free.
Deliverables with revisions
Each deliverable as a file, each revision with the client's feedback next to it. Six months in, "make it like the March campaign" is a question the AI can answer.
Automations and their outputs
If you build something for the client, the code or workflow and the samples of what it produces live here, so you can maintain it and report on it.
The monthly report
Generated from the Project: what was delivered, results, what is next. A spreadsheet or a deck, from the same context, in minutes.
Services an AI agency can deliver from a Project
What the work looks like
Replies to every review and inbox
Draft replies in the owner's voice, in bulk, with a second model checking tone. A productised service that scales to many small clients.
Monthly performance and insight reports
Paste the client's numbers; get the report, the chart-ready spreadsheet and the three recommendations, in their template.
Small tools the client runs themselves
A quote calculator, a lead-intake form, a reminder system. Built with AI, reviewed by a second model, maintained from the Project.
Competitor and market briefs
Sourced research with a model that cites, checked by another, delivered as a document the client can act on.
The next piece of work
Every proposal drafted from what worked for this client, in the structure that won last time.
Scaling
From three clients to thirty without losing the thread
The agency's asset is the set of client Projects. New staff read the Project and are useful on day one. A client who returns after a year finds you still know their voice. When you productise a service, the Project template becomes the onboarding: instructions, file checklist, first deliverable. And because every model reads the same context, you can switch models per task without re-briefing.
On team plans, Projects are shared across the agency with one invoice and seat management, so a colleague can pick up a client without a handover document. See team projects and managing client projects.
Free is the start. The latest models are the difference.
Client work is judged on quality. Use the models that produce it.
A client cannot tell which model wrote their newsletter, but they can tell when it sounds generic. The latest models, with the client's voice examples in the Project, produce work that needs less editing and passes review more often. With several clients, the paid plan's extra Projects and messages are the difference between a workspace and a workaround.
Newer models hold your whole Project in view instead of the last few messages, reason through trade-offs instead of picking the first plausible answer, and are wrong less often and with less confidence. For the questions on this page, that is the difference between advice that sounds right and advice you can act on.
Pro from $20 a month, cancel any time. The free plan stays free.
- Your first Project and file uploads
- The major AI families to try the workflow
- A small daily message allowance
- The latest ChatGPT, Claude, Gemini, Grok and Perplexity models, all on the same Project
- Far more messages a day, so a working session does not stop halfway
- Modes where several models draft, challenge and verify each other's answers
- More Projects: one per client, with room to grow
- Documents, spreadsheets, decks and images generated from the client Project
- Team plans with shared Projects and one invoice
Start here
First messages for a client Project
Add the client's files, three examples of their voice, and the agreed scope. Then start here.
BriefFrom the files in this Project, write the one-page client brief: who they are, what they sell, their voice with rules, what they never say.
Voice checkRead this draft against the voice examples. What sounds like us instead of them? Rewrite those sentences.
ScopeThe client asked for [request]. Is it inside the agreed scope in this Project? If not, draft a polite note and a price for it.
ReportBuild this month's report from the deliverables and numbers in this Project, in the client's template, with three recommendations.
RevisionHere is the client's feedback on the draft. Apply it, list what you changed, and flag anything that conflicts with their brand rules.
RenewalBased on what worked this quarter, draft the proposal for next quarter, in the structure of the proposal they accepted.
Honest answers
What people ask
Is a client Project safe? The data belongs to my clients.
Files and conversations stay in your account, are encrypted, and are never used to train any model. Keep one Project per client so nothing crosses over. See trust and security.
Can my team work in the same client Projects?
Yes, on team plans, which include shared Projects, chats, prompts and files, seat management and one invoice.
Can clients access their Project?
Projects are for your workspace. Deliver the work as files and reports; keep the working context yours unless you choose to add a client seat.
How many clients can I run this way?
The free plan includes one Project. Paid plans include many more, sized for a growing client list. See plans.
Does it replace my project-management tool?
No. Tasks and deadlines stay there. The Project holds the context and produces the work.
What is free?
One Project, file uploads and the major model families, enough to run one client and see whether the setup works for you.
Set up one client Project this week.
Instructions, files, scope, and the first deliverable from the same context. See how much editing you stop doing. Free to start.
Also: start an AI agency · managing client projects · team projects · analyse client files