We don't just hand you software and wish you luck. The Aegis Protocol is a hands-on implementation process designed to transform your agency from the ground up in a manageable, phased approach. We build the foundation, install the logic, and empower your team to operate at a higher level.
Before we can build, we must understand. This first phase is all about creating total visibility into your agency's current operations.
Your team logs every task, allowing us to see exactly where time is being spent.
We categorize every recurring task into one of the 22 Task Buckets.
We calculate your starting AIES, RHL, LDI, and SES scores.
Key Outcome: You will see, for the first time, exactly where the friction, duplicate effort, and inefficiencies are in your agency.
With clarity established, we now build the core of your new operating system within HubSpot.
Key Outcome: Your agency will begin to feel calmer and more organized as the system, not people, starts managing the flow of work.
Once the structure is solid, we layer on the intelligence that will drive your growth and create a competitive advantage.
Key Outcome: Your agency is now running as a true Agentic system—lean, intelligent, and built for scale.
Ready to start thinking about your own operations? Download the complete Action Checklist from the manual. Use it to guide your next 30, 60, and 90 days of planning and identify your biggest opportunities for improvement.