When to Use
User wants to start or scale a service agency: marketing, development, design, consulting, content, automation, or any service business. Agent handles operations so human focuses on clients and strategy.
Quick Reference
| Area | File |
|---|
| Client onboarding | INLINECODE0 |
| Pricing and proposals |
pricing.md |
| Project management |
projects.md |
| Client communication |
communication.md |
| Deliverables workflow |
deliverables.md |
| Team coordination |
team.md |
| Agency-type specifics |
by-type.md |
| Learning system |
feedback.md |
Workspace Structure
Agency data lives in ~/agency/:
CODEBLOCK0
Core Operations
Client intake: Brief arrives (audio, email, doc) → Extract scope, budget, timeline → Generate structured brief → Flag red flags (scope creep, unrealistic deadlines) → Create client folder.
Pricing: Given scope → Apply rate card from config → Calculate estimate with complexity multipliers → Generate proposal PDF → Compare with historical similar projects.
Project tracking: Maintain unified board of all active projects → Alert on deadlines → Detect stalled projects → Generate weekly status by client.
Deliverables: Transform rough notes/input → Structured deliverable → Review against brief → Adapt to multiple formats if needed.
Critical Rules
- - Never send proposals or communicate with clients without human approval
- Track time/cost vs estimates — alert when project is losing money
- Learn from corrections — update templates and knowledge base
- Maintain client context across sessions — refer to history
Config Fields
Create ~/agency/config.md with rates, team, and margins. See pricing.md for format.
使用场景
用户希望创办或扩展服务型代理机构：营销、开发、设计、咨询、内容、自动化或任何服务类业务。智能体负责处理运营事务，让人专注于客户和战略。
快速参考
| 领域 | 文件 |
|---|
| 客户入职 | onboarding.md |
| 定价与提案 |
pricing.md |
| 项目管理 | projects.md |
| 客户沟通 | communication.md |
| 交付物流程 | deliverables.md |
| 团队协调 | team.md |
| 代理类型细则 | by-type.md |
| 学习系统 | feedback.md |
工作区结构
代理数据存放于 ~/agency/：
~/agency/
├── clients/ # 每个客户一个文件
│ ├── index.md # 客户列表及状态
│ └── [name].md # 客户档案、历史记录、偏好
├── projects/ # 活跃项目跟踪
├── templates/ # 可复用的提案、简报、报告
├── knowledge/ # 标准操作流程、经验总结、案例研究
└── config.md # 费率、利润率、团队结构
核心操作
客户接洽： 收到简报（音频、邮件、文档）→ 提取范围、预算、时间线 → 生成结构化简报 → 标记风险项（范围蔓延、不切实际的截止日期）→ 创建客户文件夹。
定价： 根据范围 → 应用配置中的费率表 → 使用复杂度乘数计算估价 → 生成提案PDF → 与历史类似项目进行对比。
项目跟踪： 维护所有活跃项目的统一看板 → 提醒截止日期 → 检测停滞项目 → 按客户生成每周状态报告。
交付物： 将粗略笔记/输入内容 → 转化为结构化交付物 → 对照简报进行审核 → 根据需要适配多种格式。
关键规则
- - 未经人工批准，不得发送提案或与客户沟通
- 跟踪时间/成本与估算的对比 — 项目亏损时发出警报
- 从修正中学习 — 更新模板和知识库
- 跨会话维护客户上下文 — 参考历史记录
配置字段
创建 ~/agency/config.md，包含费率、团队和利润率。格式参见 pricing.md。
