Build your agency

Building an agency is less about knowing marketing and more about building a business that sustains itself: charging a price that adds up, selling without depending on lucky referrals, delivering without becoming a hostage to your own operations, and growing without prospecting alone every single day. This track follows exactly that order — and it is the only one that ends with a credential in your name, recorded and verifiable by anyone through the certificate link. It assumes you already know how to operate the platform; if you do not yet, take the operations track before this one.

1. 1

   The right price to sell

   Start with pricing, not with selling: an agency that discovers its margin after signing spends the year working for free. Here you build the table with cost and volume and find which price yields the most profit — not the most volume.

   This module helps set prices and promotions that sell without hurting your margin, with Hélio. You build a price table with cost, price and volume — the margin comes out on its own — and use the simulator to find out which price yields the highest profit, not the highest revenue.

   How to read the result

   The Price table tab shows the estimated monthly revenue and the average margin of each segment, adding up the items that have price and volume filled in. The Simulator highlights which price change (up or down) yields the highest profit compared to the current price, with a scenario table showing price, volume, revenue, tax, profit and margin side by side. The tax is a percentage of each scenario's revenue: it rises with the price, and the profit shown is already net of it.

   Sign in to track your progressFull module manual
2. 2

   Ready-made proposals and decks

   With pricing settled, the proposal stops being improvised. This step shows how to turn a prospect's website into a finished, presentable proposal without spending the night building slides.

   This module generates ready-to-send commercial proposals for a prospect. Paste the prospect's website (or fill out a briefing) and Orion orchestrates 7 specialists in parallel to analyze the business and build the proposal, delivered as a PDF or a Gamma presentation. Proposals in PDF that you ask Orion for in chat are also kept here.

   How to read the result

   On the Panel you see your balance for the month (included analyses, total available and the cost of each analysis), the analysis in progress, if any, and a summary with total analyses, completed ones and the latest. On the List tab, each analysis shows its status and, once ready, the PDF and the Gamma presentation — you can delete or retry a failed analysis. Right below, Proposals generated in chat lists the PDFs Orion built in chat.

   Sign in to track your progressFull module manual
3. 3

   Sales organization

   An agency that loses track of sent proposals loses revenue without noticing. Here you follow each prospect from first contact to signed contract, with the history of everything already discussed.

   This module is SalesFlow, AutoAgency's native CRM, with Klara: from first contact to paid invoice in one place. Deals — from WhatsApp, calls, forms, ads and other agents — land in a pipeline on their own; from there you send the proposal with a link, create the signed agreement, open the project with milestones, track tasks and hours and bill through the invoice. If you used Kommo before, you can bring your contacts and deals over from there, once.

   How to read the result

   On the Home tab you see leads in the last 24h, leads this week, won this week and upcoming tasks — plus the chat with Klara, with shortcuts for the pipeline summary, what's stuck, writing a follow-up and qualifying a lead (BANT). Contacts gathers each person's history, with their deals and call, WhatsApp and email buttons. Proposals, Agreements and Invoices show each document's status and whether the customer opened the link; in Invoices, To receive and Overdue separate what is still to be charged. In Projects, milestones show what has been delivered and what is late, and Time shows the time logged and how much of it is billable. Reports brings new leads, won, lost, average time to win, leads by stage and by source (and job orders by technician, if the add-on is active), a Period summary by pipeline stage and the spreadsheet of deals won between the dates you choose.

   Sign in to track your progressFull module manual
4. 4

   Automatic tasks

   Every small agency's bottleneck is repetitive operations. This step connects the tools so the routine task happens on its own — it is what lets you serve the fifth client without hiring a fifth person.

   This module automates repetitive tasks in your business, connecting tools like Meta Ads, your CRM (SalesFlow), WhatsApp and Asaas into a single flow — for example, an ad lead landing straight in your CRM and getting a WhatsApp message within minutes, or a bank slip reminder going out before the due date. Leo builds and turns on the automations for you; you just keep track of what's on and what has run.

   How to read the result

   The Gallery shows each recipe with its state (On, Available or Needs setup) and the expected payoff; on the ones that are on, it shows how many runs there were in the last 7 days. History lists every execution — success, failure or running — with filters by recipe and by status and, when something fails, it explains the reason in plain language. At its top you see how many executions you've already used from the month's allowance: going over doesn't turn anything off, but each extra execution goes on your next invoice, and you get an email at 80% and 100%. The Flows tab, "My automations", lists the automations that are on and off. The Asaas tab shows whether the account is connected. On Home, a summary of the last 5 executions appears right below the chat with Leo.

   Sign in to track your progressFull module manual
5. 5

   Affiliate Program

   Closes the training with the channel that grows without you prospecting: people referring your service in exchange for commission. You set the rules, build the kit each referrer receives and track who actually brings clients in.

   This module helps structure an affiliate program that sells for you, with André. You describe the model and rules, set the commission percentage, put together the material kit and register each affiliate — who gets their own link, with clicks counted automatically. You record the sales, the commission is calculated from the percentage, and each closed month you approve the payout and record the payment, with a receipt for the affiliate.

   How to read the result

   At the top of the Affiliates tab you see the total affiliates, clicks, sales, revenue and commission, adding up what was recorded; each affiliate shows their own numbers, and the Commission ranking shows who brought in the most and how much you owe each of them. On Home, the module panel summarizes the program. In the Payouts tab, each line is one affiliate in one month and shows the amount and the state: waiting for you, approved (still to pay) or paid, with the receipt saved.

   Sign in to track your progressFull module manual

Once the track is complete you receive the Academy partner credential: a certificate with its own code, publicly verifiable by any client or partner who asks. It records that you went through the agency training — it does not replace your experience or the results you deliver, but it is proof that you know the method from the inside. From here on, what makes the difference is repetition: your first clients will teach you more about your pricing and your process than any material can.