# Automation & Ops, forgehouse

> Run the agency, not the busywork. Client onboarding, automated client communication, reporting and the operational playbooks that ran our own agency.

This is the back office of a multi-client agency, packaged: client setup that runs in a single pass, emails timed to each customer’s own calendar, and performance-drop analysis that checks every channel instead of blaming the first one. The parts assume you manage many accounts, not one.

## Who this shelf is for
- Agency owner re-typing the same onboarding steps for every new client
- Solo consultant drowning in monthly reports across accounts
- Ops lead who wants to know why results dropped before the client asks

## Where to start
Start with the Marketing Ops Kit; Client Onboarding alone removes the most repetitive setup work on day one.

## Skills (21)
- [Client Onboarding](https://forgehouse.ai/skills/client-onboarding/), Onboard a new customer, set up a new client project, or initialize FAZ 1 for a customer.
- [Client Reporting](https://forgehouse.ai/skills/client-reporting/), Create clear, actionable SEO and marketing reports for clients.
- [Client Reporting Automation](https://forgehouse.ai/skills/client-reporting-automation/), Turn live ad and analytics data into finished client reports with one command, no guessed numbers.
- [Customer Decline Analysis](https://forgehouse.ai/skills/customer-decline-analysis/), When a customer reports performance decline (traffic/conversion/ranking), perform multi-source…
- [Customer Lifecycle](https://forgehouse.ai/skills/customer-lifecycle/), Run every client through the same 8 stages so service becomes a repeatable, professional standard.
- [Customer Lifecycle Stage Tracker](https://forgehouse.ai/skills/customer-lifecycle-stage-tracker/), See where every client sits, how long, whether budgets overran, and which accounts are at churn risk.
- [Git Advanced Workflows](https://forgehouse.ai/skills/git-advanced-workflows/), Master advanced Git workflows including rebasing, cherry-picking, bisect, worktrees, and…
- [Lifecycle Mail Cadence](https://forgehouse.ai/skills/lifecycle-mail-cadence/), Fire a milestone email cadence with an approval gate, idempotency, and no speculative figures.
- [Monthly Reporting](https://forgehouse.ai/skills/monthly-reporting/), Create monthly reports, generate performance reports, or deliver end-of-month client…
- [n8n Customer Lifecycle Workflow](https://forgehouse.ai/skills/n8n-customer-lifecycle-workflow/), Run a staged lifecycle automation as a visual workflow where every step is logged and traceable.
- [n8n Multitenant RAG Chatbot](https://forgehouse.ai/skills/n8n-multitenant-rag-chatbot/), A per-tenant RAG chatbot over each client's own documents, answered with cited sources and strict isolation.
- [n8n vs Make Decision Matrix](https://forgehouse.ai/skills/n8n-vs-make-decision-matrix/), Choose the right workflow-automation engine across cost, scale, control and reliability before you build.
- [Pattern Promoter](https://forgehouse.ai/skills/pattern-promoter/), Pattern promotion engine.
- [Playbook Template Engine](https://forgehouse.ai/skills/playbook-template-engine/), Auto-render an always-current internal playbook per client so context survives any handoff.
- [Teklif Üretimi](https://forgehouse.ai/skills/teklif-uretimi/), Generate a designed client proposal as a PDF and an email body, in parallel Turkish and English.
- [Value Matrix Calculator](https://forgehouse.ai/skills/value-matrix-calculator/), Turn real metrics into a defensible monetary-value figure for clients, with no speculation.
- [Verification Gate](https://forgehouse.ai/skills/verification-gate/), Automatic completion verification gate.
- [Weekly Digest Renderer](https://forgehouse.ai/skills/weekly-digest-renderer/), markdown body to client-report HTML format inline CSS…
- [WhatsApp Inbox Panel](https://forgehouse.ai/skills/whatsapp-inbox-panel/), A compliant WhatsApp sales inbox with intent scoring, one thread per contact, and clean operator handoff.
- [WhatsApp Transactional Dispatch](https://forgehouse.ai/skills/whatsapp-transactional-dispatch/), Send reminders, confirmations and alerts on WhatsApp through four compliance gates, mail-first.
- [WordPress Plesk Automation](https://forgehouse.ai/skills/wordpress-plesk-automation/), WordPress on Plesk automation

## MCP Connectors (1)
- [Manychat MCP](https://forgehouse.ai/mcps/manychat-mcp/), ManyChat subscriber and flow automation

## FAQ

### Which agency busywork should I automate first?
The recurring kind: Client Onboarding turns intake into one transaction, Client Reporting drafts the monthly report from real data, Customer Mail Cadence keeps the touch rhythm without anyone remembering to.

### Do the reporting skills write client-ready reports?
They write the draft the way we send ours: plain language, real metrics only, no internal jargon. You review and send: the structure, the numbers and the “what this means for you” framing are done.

### We are not an agency, is this shelf still useful?
If you have clients, deadlines and repeat processes, yes. Onboarding, reporting, decline-analysis and mail cadence are client-operations problems, agency is just where we stress-tested them.

## Related topics
- [AI & LLM](https://forgehouse.ai/catalog/ai-llm/), 18 pieces
- [Content & Video](https://forgehouse.ai/catalog/content-video/), 24 pieces
- [Data & Analytics](https://forgehouse.ai/catalog/data-analytics/), 27 pieces

https://forgehouse.ai/catalog/automation-ops/