Turn Your Agency's Secret Sauce Into Scalable Systems

Transform your unique methodology into repeatable workflows that amplify your expertise and free your team to focus on what they do best.

Your know how deserves to be scalable, here's how

Your agency's methodology is what makes you special. But when it lives only in your head or scattered across documents, it's hard to scale.

In this session, you'll explore 60+ ready-to-use workflows and identify which ones match your process. Then you'll build custom workflows that capture your unique approach, from meeting prep to client engagement to content development.

This is where your secret sauce becomes your competitive advantage.

Vix Retaino
Suits Academy Host and Agency 6B Founder

What You'll Discover in This Session

The Workflow Library

Access 60+ proven workflows from top agencies and discover which ones align with your client lifecycle and service offerings.

The Workflow Library

Access 60+ proven workflows from top agencies and discover which ones align with your client lifecycle and service offerings.

The Workflow Library

Access 60+ proven workflows from top agencies and discover which ones align with your client lifecycle and service offerings.

Custom Workflow Creation

Build proprietary workflows step-by-step that capture your unique methodology and turn tribal knowledge into repeatable systems.

Custom Workflow Creation

Build proprietary workflows step-by-step that capture your unique methodology and turn tribal knowledge into repeatable systems.

Custom Workflow Creation

Build proprietary workflows step-by-step that capture your unique methodology and turn tribal knowledge into repeatable systems.

Strategic Process Mapping

Map your entire client lifecycle and identify exactly where AI creates the biggest impact—quick wins and long-term transformation.

Strategic Process Mapping

Map your entire client lifecycle and identify exactly where AI creates the biggest impact—quick wins and long-term transformation.

Strategic Process Mapping

Map your entire client lifecycle and identify exactly where AI creates the biggest impact—quick wins and long-term transformation.

What You'll Walk Away With

Your core processes documented in Suits and ready to scale across your team

Custom workflows that reflect your methodology and preserve what makes you unique

Clear understanding of which processes to automate first for maximum impact

Access to 60+ ready-to-use templates you can customize and implement immediately

A process library you can build on over time as your agency evolves and grows

Who Should Watch This Session

This session is perfect for:

Agency owners taking their first steps with AI

Teams who want to start together on solid ground

Anyone who's felt overwhelmed by AI and needs a clear starting point

Consultants ready to organize their expertise into scalable systems

What You'll Need

Before the session:

List of your core service offerings and deliverables

Your existing process documentation (if you have it)

Examples of your best client work and outcomes

Client lifecycle stages you want to map

During the session:

Your laptop with Suits.ai access

Process documentation or notes for reference

After the session:

1 hour to build and test your first custom workflows

Time to test workflows with real client scenarios

Team review session to refine and improve

Plan for documenting additional processes over time

Before the session:

List of your core service offerings and deliverables

Your existing process documentation (if you have it)

Examples of your best client work and outcomes

Client lifecycle stages you want to map

During the session:

Your laptop with Suits.ai access

Process documentation or notes for reference

After the session:

1 hour to build and test your first custom workflows

Time to test workflows with real client scenarios

Team review session to refine and improve

Plan for documenting additional processes over time

Before the session:

List of your core service offerings and deliverables

Your existing process documentation (if you have it)

Examples of your best client work and outcomes

Client lifecycle stages you want to map

During the session:

Your laptop with Suits.ai access

Process documentation or notes for reference

After the session:

1 hour to build and test your first custom workflows

Time to test workflows with real client scenarios

Team review session to refine and improve

Plan for documenting additional processes over time

Common Questions About This Session

What if I don't have my processes formally documented?

That's completely normal! Most agencies operate on institutional knowledge. This session helps you extract that knowledge from your head and your team's experience. We'll show you how to document as you build, turning informal processes into structured workflows.

How many workflows should I create in this session?

Start with 2-3 core workflows that you use most frequently—maybe client onboarding, content creation, or meeting prep. Quality over quantity. You can always add more workflows later as you get comfortable with the process.

Can I modify the pre-built workflows or do I have to use them as-is?

Absolutely modify them! The 60+ templates are starting points designed to inspire and save you time. Customize them to match your exact process, terminology, and quality standards. Make them yours.

What's the difference between a workflow and an automation?

A workflow is the step-by-step process (like "how we create a content calendar"). An automation runs that workflow automatically based on triggers. In this session, we focus on building the workflows—you'll learn automation in Session 4.

Will building these workflows take time away from client work?

Initially, yes—you're investing time upfront. But most agencies find they recoup that time within 2-3 weeks as workflows start saving hours on repetitive tasks. Think of it as building infrastructure that pays dividends forever.