The Install Playbook
6 plays win the work. The Install runs them for every client.
Playbooks 1 to 6 are your client offers, from warm network to high-ticket close. This is the 1 setup your AI agents need to deliver all 6 without re-briefing.
The problem it fixes. Every new client resets your AI to zero, so each person can only carry a few accounts.
The Capacity Loop
Each step hands off to the next. The playbook shows how to build every one.
- STEP 1Leak MapMark every task Decide or Repeat.
- STEP 2Capture PassRecord your best person doing it once.
- STEP 3Bookend RulePerson 10%, AI 80%, person 10%.
- STEP 4Done CardWrite what done means before work starts.
- STEP 5RefillFreed hours go to new accounts.
Your first Leak Map
A table of 1 account's week, split into the work only a person can do and the work AI can repeat. Paste it into ChatGPT, Claude or Gemini. Fill the [brackets] for a sharper result, or leave them blank.
Help me build a Leak Map for 1 client account. Role: [account manager, strategist, coordinator] Client: [client name] Tasks from 1 normal week: [paste a task list or calendar, or describe the week] Return a table: task, hours per week, Decide or Repeat, and why. - Decide = needs a person's judgment. - Repeat = the same steps every time. Then list the Repeat tasks by hours saved, biggest first. If I gave no task list, interview me 1 question at a time until you have 1 full week.
The install, step by step. Each step takes under 15 minutes.
Every part of the playbook opens with 1 of these. Do them in order and the play is live in 30 days.
- 01Score your readiness. Tick the readiness checklist. Your score tells you where to start.
- 02Pick your first play. Place your 6 plays on the demand and skill grid.
- 03Fill 1 context pack. Use the template for your first client.
- 04Write 1 skill. Turn your best person's steps into a reusable skill.
- 05Run it through the gate. 1 real deliverable, 1 named approver.
- 06Track 5 numbers. Accounts per person, hours, first-pass approval, send-backs, on time.
Each account manager carries more accounts because client context travels with the work.
The 6 plays are 6 client offers. This playbook shows how to deliver all of them without re-explaining any client.
- The offer map: 6 plays, 6 client offers
- The context pack template
- Copy-paste prompts for every play
- The Capacity Loop and the 30-day install
- 5 numbers to track every Friday
Run it on your own stack, or on Tango, the coordination layer AGL runs on.
Get the full 20-page playbook. Free.
Every part has a 2-line summary and 1 action. Diagrams, prompts and a scoreboard included.
Want me to pick the playbook that matches your setup? Tell me what your team runs on.