03 // The Infrastructure Blueprint

Agency Automation Guide

Follow our 45-minute step-by-step setup guides to launch your automated client onboarding and payout architecture.

Complete each checkpoint across the three sub-routes. When you hit 100%, your automated agency engine is officially live.

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The Digital Shopfront

Deploy a high-performance single-page portfolio site. Establish clear fixed-price levels and register your custom agency domain.

Eliminate manual WhatsApp DMs. Deploy pre-qualifying discovery forms and conditional routing to route high-value bookings.

Settle invoices automatically. Integrate a UPI/card payment gateway and configure webhooks to send GST invoices instantly.

Chapter 01

Chapter 02

Draft targeted discovery questionsSetup smart form conditional routingEnable automatic brief/file uploads

Chapter 03