Run client onboarding, deliverable QA, and renewal nurture as Flows — stop reinventing the playbook every project.
For: Account director · Ops lead
Creative, marketing, and content agencies have the same problem at three scales: every new account starts from scratch in a notion doc, every campaign goes through QA by force-of-habit, and every renewal conversation happens or doesn't depending on whether someone calendared the touchpoint. Atelier turns the agency's standard playbook into Flows your account directors can fork — onboarding, weekly review, campaign QA, retention nurture — with Sage drafting the deliverables and Janice handling specialist freelancers when scope expands.
Why Atelier fits
Agency margin compresses when delivery is one-off. The leverage is treating the playbook as the product and the project as an instance of the playbook.
New accounts onboard the same way every time — no notion doc drift
Campaign QA gates catch the things that always slip on Friday at 5 PM
Retention conversations happen on schedule, not "if we get to them"
Three Flows on day one
What the workday looks like
New account onboarding
From signed contract to kickoff call — draft the welcome packet, set up the project, request brand assets, and assign the account team.
Event wait Contract signed via Stripe
Sage skill Draft welcome packet from contract scope
Product action Create project + invite account team
Human task Account director sends + schedules kickoff
Product action Request brand assets via Janice freelance pool
Campaign QA gate
Before a campaign goes live, run an automated QA pass — brand voice, asset specs, compliance — then route for senior signoff with the QA report attached.
Gate Campaign marked ready-for-QA
Sage skill Run brand voice + compliance check
Sage skill Verify asset specs match channel requirements
Human task Senior reviews QA report + signs off
Product action Publish to scheduled channel
Quarterly retention nurture
60 days before contract end, generate a results recap, draft the renewal proposal, and queue the account director's touchpoint with the prep brief in hand.
Event wait T-60 days before renewal
Product action Pull campaign metrics from project history
Drafts the welcome packets, QA reports, and renewal proposals
Janice
Vetted freelancers for asset production, copy, design when scope expands
Catalyst
Productized add-ons (workshops, audits) that can be sold from inside an account
Sage Mnemosyne
Brand voice + compliance memory persists across campaigns
Recommended tier
Team
Agencies usually start at Team ($399/mo + $29/seat). A 6-person agency with 12 active accounts comfortably fits the 2,500-run cap. Studio tier kicks in when you have 25+ accounts with a dedicated ops lead.
Atelier opens in fifteen minutes with five starter Flows and every Perpetual Core product already connected. Evaluate for fourteen days; bring your team when you're ready.