Before
You re-explain the same job, then check whether Claude guessed at a rule, missed an exception, or crossed an approval line.
Agency Workflow Skills · $27
Three hands-on labs. One method you can reuse.
Improve an existing workflow, adapt supplied instructions, and build a check for work before it goes to the client. You finish with tested instructions Claude can follow and a clear method for teaching it the next repeated job.
For creative-agency owners who already use Claude
You know your agency's standards, exceptions, and approval calls. You want Claude to handle more of the repeatable preparation without handing over decisions that carry client risk.
The familiar problem
Claude can summarize a folder or draft a checklist. It cannot know which brief or approval record to trust when they disagree, which exception matters, what counts as ready, or when a person must step in. Those decisions are the part worth teaching.
The method
You define the instructions Claude can follow: when the job starts, which files matter, how decisions are made, what the result should contain, and when to stop and ask a person. Claude organizes those decisions into a Skill you can read, test, and improve.
You supply examples, judgment, exceptions, safeguards, and the final say on whether the result is good enough to keep. Claude asks questions, organizes the instructions, compares test results, and suggests revisions.
A final-delivery check in practice
See what Claude catches before the work reaches the client.
In the supplied practice project, Claude compares the client-delivery folder with the approved brief, delivery list, revision history, brand rules, and agency checklist.
What the playbook checks
Cited findings, not silent guesses
You decide what reaches the client.
Claude prepares the review. You decide whether the work is ready.
The change
Before
You re-explain the same job, then check whether Claude guessed at a rule, missed an exception, or crossed an approval line.
After
You have written instructions grounded in your examples and decisions, a test record showing what passed or failed, and a method for improving the next repeated workflow.
The finish line is not one generated file. It is a personalized, tested final-delivery check and a repeatable way to choose, teach, test, and improve future agency playbooks.
Customize · Adapt · Create
The labs form one guided progression: improve an existing method, reshape supplied instructions for a new job, then build your own playbook from scratch.
Customize
Starting point:Claude's existing method for researching a prospect and preparing for a call
Your work:Add your qualification rules, service fit, relevant past results, boundaries on what can be claimed, and what to do when the supplied files disagree.
You leave with: A preparation pack that points back to the supplied files and covers fit, risks, unknowns, discovery questions, relevant proof, likely objections, and a call agenda for review.
Adapt
Starting point:The supplied VoxLabs folder-audit instructions
Your work:Adapt the folder-checking method to your signed scope, required assets, approval records, and rules for when production can begin.
You leave with: An intake check that leaves the folder untouched, shows what is present, missing, unusable, unclear, outdated, or duplicated, and prepares a client follow-up draft for your review.
Create
Starting point:Your process, examples, decisions, and safeguards
Your work:Teach Claude how to compare work that is about to go to the client with the approved brief, delivery list, latest approval record, and agency checklist.
You leave with: Your own tested final-delivery instructions, clear rules for when to use them and when to stop, a report format that points to the relevant files, a test record, a note explaining what changed, and a final sign-off checklist for you.
Everything included
Tested, revised, tested again
We ran every lab in Claude with the same guide and fictional practice files a buyer receives. The first version of the final-delivery check missed a conflict between two current documents. We added a clearer comparison step and tested it again. The revised instructions caught the conflict, handled a complete project and a different kind of client handoff, and refused requests to edit, send, or approve work.
These tests show how the method was checked and improved. They are not a promise that every agency will get the same result.
The human boundary
Claude prepares, compares, points to the relevant files, flags problems, and drafts for human review and approval. You resolve exceptions, accept revisions, and make every final call.
Claude never changes client, source, or project files, sends client communication, contacts prospects, sets a price or promises a scope, changes access, sends work to a client, publishes anything, or approves on a person's behalf.
Questions before you start
You are teaching repeatable instructions: a playbook for one kind of job that says when to begin, which files to check, how to apply your rules, what to produce, and when a person must decide. Claude calls this kind of reusable playbook a Skill.
No. The main path uses plain-language prompts, examples, checklists, and review decisions. Claude organizes the instructions; you check whether they represent your agency correctly.
No. You work through all three approaches: improve an existing opportunity-preparation method, adapt supplied folder-audit instructions for client intake, and build a final-delivery check from scratch. The third lab becomes your personalized, tested set of instructions.
No. Some Claude accounts offer extra ways to save or record instructions, but you can complete the labs with the supplied written prompts instead.
No. The supplied practice files contain everything needed for the labs. You can complete them without connecting your sales software, client storage, or other accounts.
No. They may draft and revise the playbook instructions for your review. They prepare, compare, point to relevant files, flag problems, recommend, and draft, but they do not contact people, change client, source, or project files, send communication, set pricing or scope, send work to a client, or approve for you.
You will have practiced all three ways of building a playbook; your own tested final-delivery instructions; clear starting, stopping, and safety rules; a completed planning worksheet; saved test results; a note explaining what changed; and a method for choosing and building the next workflow.
Start with the supplied fictional files. When you personalize the workflows, first use fictional files or copies with private details removed. Keep passwords, private conversations, and unrelated client information out of the working folder.
The lessons are built around the method, not one screen layout. If your account looks different, follow the supplied written prompts and only rely on behavior you have tested in your own account.
Clear expectations
Your purchase includes all three labs, prompts, worksheets, fictional practice files, practice test cases, and final-project materials. You can complete the learning path with supplied files and written prompts, without coding or connecting your agency accounts.
You review each instruction before keeping it and test it with practice files before trying it on agency work. The product does not promise a business result or claim Claude will run the work for you.
One-time purchase. Immediate access. No subscription.