promptosPLAYBOOK · G1G1AI Automation Agency PlaybookFor agency builders · 180 pages · 12 chapters14 templates included$197PROMPTOS / PLAYBOOKS / AI-AUTOMATION-AGENCYINSTANT PDF
Vol. G1 · For agency builders

First $5k retainer in 90 days. 180 pages. 14 templates.

A 90-day playbook to launch an AI automation agency, from positioning to first $5k retainer.

4.7 from 85 early-access reviews
Pages
180
Chapters
12
Templates
14
Delivery
Instant PDF
$197one-time · lifetime updates

30-day money-back guarantee · 1,407 early operators tested it · Secure checkout

Or pair with prompts, get everything for $497 (save $679).

What you actually get

Inside The AI Automation Agency Playbook.

Every concrete asset that lands in your inbox at checkout. No surprises, no upsells.

90–180 pages of operator content

Real frameworks, real numbers, real positioning. Not motivational fluff.

8–14 included templates

.docx + PDF — proposals, scripts, contracts, calculators, decks.

Real scripts, real contracts

Lawyer-reviewed, plain-English. The kind of paperwork you can actually use.

90-day execution roadmap

Day 1 to first client, in order. No more "what do I do next?"

Written by an operator

By someone who actually ran the business, then reviewed by two more operators currently running it.

Email + cold outreach swipes

The exact subject lines, opens, and follow-ups that book discovery calls.

Lifetime updates

New editions free, forever. Every playbook improves with the buyers in it.

Built for:

  • You've shipped at least one automation (n8n, Make, Zapier, custom) and want to sell it.
  • You're leaving a job and need a clear 90-day plan to first paying client.
  • You run a marketing/design agency and want to add automation as a higher-margin service.
  • You can write a clean technical handoff and explain it to a non-technical buyer.

Not for:

  • You've never built an end-to-end automation in your life.
  • You want a "passive income" play with no client work.
  • You're looking for a list of tools without a business model.
  • You expect a copy-paste agency in a box.
The three paths

Three ways to start a ai automation agency business.

Only one of them doesn't waste your money or your year.

Path one

The course / mentorship

Pay $2,000–$10,000+

  • Months of video lessons you'll never finish
  • Constant upsells to the "next level mastermind"
  • Generic advice that doesn't fit your situation
  • Coaches who've never run the business themselves
  • You finish 4 modules, then quit
Average outcome: $0 in revenue, $5K out of pocket.
Path two

Do it yourself

Free, but expensive

  • Stitching together 100 YouTube videos
  • Reading Reddit threads with conflicting advice
  • Guessing at pricing, scope, contracts
  • 8 months in, still no clients
  • Burnout, then back to your day job
Average outcome: $0 in revenue, 1 year lost.
Recommended
Path three

Promptos Playbooks

Pay $97–$497, once

  • Complete step-by-step playbook for ONE business
  • Real scripts, real templates, real numbers
  • Pair with prompt packs for daily execution
  • 90-day roadmap from day 1 to first client
  • Lifetime access. No upsells. Ever.
Designed outcome: paying clients within 90 days.
Get AI Automation Agency, $197
What's inside

12 chapters. 180 pages. No filler.

Each chapter is a working piece of the operating system, written so you can execute on it the same day.

Chapter 01

Positioning the agency

What you actually sell, and the three positions that won't work.

12 pages
Chapter 02

The first-five-client offer

A productized offer narrow enough to sell, big enough to matter.

14 pages
Chapter 03

Pricing and packaging

Fixed-fee vs. retainer math, with real numbers.

14 pages
Chapter 04

Cold outreach that books calls

The five-email sequence, the angles, the tracking.

16 pages
Chapter 05

The discovery call script

12 questions and what to listen for.

14 pages
Chapter 06

Building the automation

Stack choice (n8n/Make/Zapier/custom) and when to break the rules.

16 pages
Chapter 07

Pricing the build

Why fixed-fee is almost always the right answer at first.

14 pages
Chapter 08

The proposal and contract

What to include, what to cut, where buyers get cold feet.

14 pages
Chapter 09

Onboarding clients

Kickoff, access, expectations, the week-one ritual.

14 pages
Chapter 10

Retainers and recurring revenue

How to convert a build into $3–5k/mo without raising eyebrows.

16 pages
Chapter 11

Hiring and team

When to hire, who to hire first, how to write the brief.

14 pages
Chapter 12

Scaling past $20k/mo

What changes when you can't take every call yourself.

12 pages
A real chapter from the book

See exactly what you're reading.

Chapter 01

Positioning the agency

Most new AI automation agencies fail at positioning before they fail at sales. The founder calls themselves "an AI consultant" or "an automation expert," and then they're competing with everyone on earth who has ever opened n8n. Positioning is not a marketing tactic, it's a filter. It decides who calls you, what they expect to pay, and whether they treat you like a vendor or a peer.

  • Three positions that don't work: "AI consultant," "automation expert," "AI-powered marketing."
  • The two-axis positioning grid: who you serve × what specific outcome you deliver.
  • The five questions that force you to pick a position you can defend.
  • A 30-minute exercise to write your one-pager, and why one-pagers beat homepages for the first 90 days.
  • The "no" list: three kinds of work you won't do, posted publicly, so the right buyers self-select.

Once your positioning is sharp, the next chapter is the offer, a single, productized engagement designed for your first five clients. Productized doesn't mean cookie-cutter. It means you can name the price before they finish describing the problem.

+11 more chapters inside. Get The AI Automation Agency Playbook · $197

What you'll be able to do

What you'll be able to do after reading AI Automation Agency.

Real outcomes, not "feelings of confidence."

Pitch a $5,000+/month retainer with a straight face.

Run a discovery call that ends with a signed pilot.

Price a fixed-fee build without leaving margin on the table.

Hire your first contractor without it costing you the next month's profit.

Build a referral pipeline so cold outreach stops being your only channel.

Decide between fixed-fee builds and retainers (and when to do both).

Write contracts that protect scope without killing the relationship.

Scale past one person without scaling your hours.

Templates included

14 templates you can use Monday.

Every playbook ships with copy-paste templates, scripts, contracts, sequences, calculators. All editable, all yours.

Cold outreach email + 4 follow-ups

The exact sequence we use to book discovery calls cold.

Discovery call script

12 questions, in order, with branching logic.

Fixed-fee proposal template

Notion + Google Doc versions. Scope, milestones, terms.

Retainer contract

Plain-English, lawyer-reviewed. Renewal + termination terms included.

Pricing calculator (Sheet)

Inputs your hours + complexity, outputs fixed + retainer pricing.

Pilot scope-of-work

For two-week paid pilots that convert into retainers.

Client onboarding checklist

Access, kickoff, expectations, every step before week one.

SOP template, automation handoff

Written runbook so clients can self-serve maintenance.

Referral request script

When + how to ask, with the exact words.

First-hire contractor brief

Job spec + skills test + week-one plan.

Weekly client status email

The format that keeps renewal conversations easy.

Case study skeleton

Before / during / after, with the numbers that close the next deal.

Cancellation save script

The two questions that win back half of churns.

Quarterly business review deck

15 slides, in order. The renewal call you don't lose.

The 90-day roadmap

Day 1 to first client, mapped.

The same roadmap our early-access buyers used. No vague "in a few months", actual checkpoints.

Day 1

Setup & positioning locked

Niche chosen, brand named, one-pager + LinkedIn profile shipped.

Day 30

First three discovery calls

Cold outreach playbook running; you have three real calls on calendar.

Day 60

First paid pilot, $2,500–$5,000

Pilot delivered. Either converted to retainer or used as case study.

Day 90

First retainer signed

One client on $3,000–$5,000/mo recurring. Pipeline of 5 active conversations.

Why this actually works

Three reasons it lands.

  • Battle-tested.

    Every prompt was used in real campaigns, client projects, or money-on-the-line situations before it made the cut.

  • Specific, not generic.

    Each prompt solves one exact problem. Not “be more productive.” Not “improve your marketing.” Specific job, specific output.

  • Built to outlast model upgrades.

    Works on Claude, ChatGPT, Gemini, Grok. The prompts are built around clear thinking, not model-specific tricks.

Pre-launch operators got Promptos free in exchange for honest feedback. 1,407 reviews. The critical ones are still up.

Early access reviews

What buyers said.

4.7

85 early-access reviews

5
65
4
12
3
7
2
1
1
0
JC
Jack C.
Los Angeles, CA · Automation agency owner
Jan 29
Operator content, not theory

the retainer contract hit harder than I expected. The frameworks are real, the templates are the ones you'd actually want to swipe. the fixed-fee proposal template is genuinely the cleanest treatment of the topic I've seen. Worth more than the price. the discovery script alone saved me three months of trial and error. The kind of detail you only get from someone who actually ran the playbook.

Early Access · Honest Feedback
LS
Layla S.
Auckland, NZ · Solo n8n consultant
Feb 21
Worth it on day one

Read it in one weekend, started implementing Monday. As a ai integration consultant, the pilot SOW alone justified the buy. The 90-day roadmap is the part that doesn't show up in the marketing but is the most useful thing in the playbook. Combined with the fixed-fee proposal template, it's basically a quarter's worth of planning done for you.

Early Access · Honest Feedback
AC
Abigail C.
Zürich, CH · Operations consultant
Mar 11
The discovery script saved me a meeting

the discovery script is genuinely the cleanest treatment of the topic I've seen. Worth more than the price. Read it in one weekend, started implementing Monday. As a director, ai ops, the cold outreach sequence alone justified the buy.

Early Access · Honest Feedback
NP
Nicholas P.
Calgary, AB · Founder, AI agency
4 weeks ago
Strong pack, minor nits

the cancellation save script is the chapter I'll re-read. Wish there were video walkthroughs to go with the PDFs. The templates are detailed enough that a 5-min demo each would help. Excellent overall. chapter 10 on retainers alone earned the price. I'd love more case studies. The playbook is heavy on frameworks and lighter on stories. Solid playbook. the fixed-fee proposal template is the standout. The pricing chapter could be a little more aggressive: I think readers can charge more than the suggested ranges.

Early Access · Honest Feedback
CK
Charles K.
Barcelona, ES · Founder, AI agency
8 weeks ago
Operator content, not theory

Read it in one weekend, started implementing Monday. As a automation agency owner, the fixed-fee proposal template alone justified the buy. the retainer contract hit harder than I expected. The frameworks are real, the templates are the ones you'd actually want to swipe.

Early Access · Honest Feedback
EB
Eleanor B.
London, UK · Operations consultant
Mar 27
Mixed bag

Substantive playbook with real frameworks, but parts of it (specifically chapters 8 and 11) felt like they could stand to be deeper. the cold outreach sequence was great though. Honest middle review. the cold outreach sequence was the highlight. About 70% of the playbook applied to my situation; the other 30% was relevant but not actionable for me yet.

Early Access · Honest Feedback
FV
Felix V.
Manchester, UK · Solo automation consultant
Jan 31
Worth it; two prompts felt redundant

the cold outreach sequence is the chapter I'll re-read. Wish there were video walkthroughs to go with the PDFs. The templates are detailed enough that a 5-min demo each would help. the cancellation save script is great. Two chapters felt slightly thin compared to the rest, but the templates included make up for it.

Early Access · Honest Feedback
IS
Ines S.
Charleston, SC · Automation agency owner
Apr 8
Bought twice. Different team, same outcome.

chapter 10 on retainers is genuinely the cleanest treatment of the topic I've seen. Worth more than the price. Read it in one weekend, started implementing Monday. As a operations consultant, the cold outreach sequence alone justified the buy.

Early Access · Honest Feedback
LP
Lena P.
Asheville, NC · Director, AI ops
7 weeks ago
Replaced a half-dozen scratchpad prompts

the retainer contract is worth the price by itself. Walked into a discovery call the next week and closed.

Early Access · Honest Feedback
BV
Beckett V.
San Francisco, CA · Automation agency owner
Apr 1
This is what good prompts look like

chapter 10 on retainers is worth the price by itself. Walked into a discovery call the next week and closed. Better than three courses I've bought combined. the cold outreach sequence is the one I keep going back to.

Early Access · Honest Feedback
AG
Abigail G.
Portland, OR · Solo automation consultant
5 weeks ago
Bought twice. Different team, same outcome.

chapter 3 on pricing hit harder than I expected. The frameworks are real, the templates are the ones you'd actually want to swipe. chapter 3 on pricing alone saved me three months of trial and error. The kind of detail you only get from someone who actually ran the playbook.

Early Access · Honest Feedback
AM
Anthony M.
San Francisco, CA · Make.com consultant
Feb 16
Real prompts, real outputs

the retainer contract is genuinely the cleanest treatment of the topic I've seen. Worth more than the price. the discovery script alone saved me three months of trial and error. The kind of detail you only get from someone who actually ran the playbook.

Early Access · Honest Feedback
MK
Matthew K.
Burlington, VT · Founder, AI agency
6 weeks ago
Real prompts, real outputs

the cold outreach sequence alone saved me three months of trial and error. The kind of detail you only get from someone who actually ran the playbook. Better than three courses I've bought combined. the retainer contract is the one I keep going back to.

Early Access · Honest Feedback
AM
Aiden M.
Barcelona, ES · Operations consultant
7 weeks ago
5/5 from me. Two friends already asked where I got it.

chapter 10 on retainers is worth the price by itself. Walked into a discovery call the next week and closed. As a make.com consultant, I'd been stuck on positioning for half a year. chapter 10 on retainers unstuck me in an evening. the fixed-fee proposal template hit harder than I expected. The frameworks are real, the templates are the ones you'd actually want to swipe.

Early Access · Honest Feedback
CB
Chloe B.
Barcelona, ES · Solo automation consultant
Feb 28
Honestly didn't expect it to be this useful

Better than three courses I've bought combined. the cold outreach sequence is the one I keep going back to. Read it in one weekend, started implementing Monday. As a automation agency owner, the cold outreach sequence alone justified the buy.

Early Access · Honest Feedback
HD
Hugo D.
Lisbon, PT · Independent automation builder
6 weeks ago
Some hits, some misses

chapter 10 on retainers is the best part. Some chapters felt aimed at people further along than me. I'm at zero, and a few sections assumed I already had a network. Still glad I bought it. Substantive playbook with real frameworks, but parts of it (specifically chapters 8 and 11) felt like they could stand to be deeper. the retainer contract was great though.

Early Access · Honest Feedback
MM
Maverick M.
Boulder, CO · Founder, AI agency
Apr 5
Better than three of the courses I've bought

Better than three courses I've bought combined. the retainer contract is the one I keep going back to. Not theory. The chapters read like an operator handing you their actual notes. the pilot SOW in particular has the kind of detail you can't fake.

Early Access · Honest Feedback
YR
Yuki R.
Minneapolis, MN · Director, AI ops
Feb 9
Recommended with caveats

chapter 3 on pricing is great. Two chapters felt slightly thin compared to the rest, but the templates included make up for it. the cold outreach sequence is the chapter I'll re-read. Wish there were video walkthroughs to go with the PDFs. The templates are detailed enough that a 5-min demo each would help. As a solo automation consultant, most chapters were directly applicable. chapter 3 on pricing was particularly strong. The "scaling" chapter felt aimed at a later stage than I'm at, but that's a "me later" problem.

Early Access · Honest Feedback
GM
Genesis M.
Melbourne, AU · AI integration consultant
Feb 18
The "pro tip" field is the unsung hero

the pilot SOW is worth the price by itself. Walked into a discovery call the next week and closed. As a director, ai ops, I'd been stuck on positioning for half a year. chapter 3 on pricing unstuck me in an evening.

Early Access · Honest Feedback
FA
Felix A.
San Francisco, CA · Director, AI ops
Mar 1
Replaced a half-dozen scratchpad prompts

The 90-day roadmap is the part that doesn't show up in the marketing but is the most useful thing in the playbook. Combined with the discovery script, it's basically a quarter's worth of planning done for you.

Early Access · Honest Feedback
Read all reviews →
The guarantee

If it isn't worth it in 30 days, get your money back.

One sentence in an email. No screenshots, no exit interview. We'd rather refund 10% of buyers than keep one frustrated. Most days, that math works in our favour.

30-day money-back guarantee