Matter Intake 2.0 Operating System

Stop chaotic client onboarding. Get a custom-built, AI-driven operational system tailored to your agency and delivered in 48 hours.

The Onboarding 2.0 Operating System is not a generic template. It is a premium, Done-For-You (DFY) implementation service designed for marketing, creative, and performance agencies. We transform your messy kickoff notes into a streamlined, AI-powered workflow. No more lost emails, vague briefs, or wasted hours aligning your team.

What You Receive (Within 48 Hours):

• Custom HTML Dashboard: A private portal with your agency’s personalized SOPs and niche-adapted AI prompts.

• Pre-configured Google Sheets Tracker: Your operational database, built with exact columns and dropdowns for Day 1 use. Zero learning curve.

• Personalized Video Walkthrough: A custom-recorded guide showing your team exactly how to use the system.

• 7-Day Async Support: Dedicated email support for a smooth initial rollout.

How It Works:

Purchase this implementation package.

Complete the brief Intake Form (link provided post-purchase) so we can capture your niche, brand tone, and workflow.

Relax. Within 48 hours, you will receive your custom HTML link, Google Sheets access, and video walkthrough.

⚠️ Important: This is a custom service, not an instant digital download. Your 48-hour delivery window begins once your purchase is confirmed and your Intake Form is submitted.

Investment: $497 USD (One-time fee). Secure your agency’s operational foundation today.