Your Step-by-Step Journey to an Agentic Agency

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.

Roadmap
DAYS 0-30

Phase 1: Stabilize - Get Clarity

Before we can build, we must understand. This first phase is all about creating total visibility into your agency's current operations.

14-Day Task Audit

Your team logs every task, allowing us to see exactly where time is being spent.

Task Bucket Mapping

We categorize every recurring task into one of the 22 Task Buckets.

Baseline Metrics

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.

DAYS 31-60

Phase 2: Structure - Build the Engine

With clarity established, we now build the core of your new operating system within HubSpot.

  • Routing Engine Design: We create the logic flows for your most common tasks.
  • Activate Automation Flows: We launch your first bots to handle high-volume, low-value work.
  • VE Orchestrator Training: We train your VEs to be "task orchestrators."

Key Outcome: Your agency will begin to feel calmer and more organized as the system, not people, starts managing the flow of work.

Build Engine
Deploy Agents
DAYS 61-90

Phase 3: Scale - Deploy the Agents

Once the structure is solid, we layer on the intelligence that will drive your growth and create a competitive advantage.

  • Deploy AI Agents: We launch your first proactive AI Agents to initiate workflows.
  • Live Metrics Dashboard: We build your custom dashboard in HubSpot to track key metrics in real-time.
  • Training Engine Creation: We document your new workflows to create a living "Training Engine."

Key Outcome: Your agency is now running as a true Agentic system—lean, intelligent, and built for scale.

Your First Steps to a Future-Ready Agency

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.