Blueprint OS — The Agency Operating System

All In One Agency Software

Everything you need to sell, deliver, and grow your agency — in one platform, with AI doing the heavy lifting.

Win more of the deals you chase ⌄

Nothing slips through the cracks. Every lead, follow-up and proposal is tracked in one place, and the Proposal Builder turns the discovery call into a finished proposal. Your pipeline turns into signed clients instead of forgotten browser tabs.

Deliver great work, consistently ⌄

Run every engagement from a repeatable playbook. Quality stops depending on who's doing the work, deadlines get met, and you can take on more clients without the chaos.

Keep clients longer ⌄

Prove ROI without the Sunday-night report scramble. Always-live dashboards, PDF exports and a private client portal show clients the work and the results, so they stay.

Automate repetitive client tasks ⌄

The work you repeat for every client runs from Tools. The Website Quality Audit scores every page and turns approved findings into a plan. The Proposal Builder turns a sales call into a finished deck. Library prompts handle onboarding, call recaps and lead sync through Claude or ChatGPT.

Run it all from Claude or ChatGPT ⌄

Agency OS plugs straight into Claude and ChatGPT. Ask in plain English and your AI reads your clients, pipeline and plans, does the work, and writes the result back to the platform. A lean team gets 3× the work done without hiring.

Pipeline

18 active deals · $182k open

Discovery

Acme Plumbing

$2,500/mo

SEO

Jos Family Law

Proposal

Cutter Law

⏰ Follow up

Won

WEBRIS

Active client

Live

Acme Plumbing — SEO Sprint

Project plan · 12 deliverables

Keyword researchWorking

Website Quality AuditDone

On-page correctionsDelayed

Month 1 reportScheduled

Content planScheduled

Performance · Organic (SEO)

Last 30 days · GA4 + Search Console

Organic sessions

12.4k ▲ 18%

Clicks

3,240 ▲ 11%

Leads

42 ▲ 9%

Calls

Tools

Work the platform runs on your clients' data

Website Quality Audit · Peak Dental214 pages to review

Proposal Builder · Bright RoofingDeck ready

Client onboarding · Halcyon HVACPlan applied

Call recaps · 3 client callsFiled

New lead sync · 2 bookingsAdded to pipeline

Claude or ChatGPT · connected

Ask in plain English. The work lands back in Agency OS.

"Onboard Halcyon HVAC and draft their first month's plan." YOU

Read the won deal and call recap DONE

Applied the Onboarding plan and built the Drive folder DONE

Drafted 12 tasks for Sprint 1 DONE

✓ Synced to Agency OS · your team sees it now

A deeper look at the features

Go under the hood on the tools you'll use every day: pipeline, proposals, project delivery, reporting, audits, financials and AI. We ship new features every week. See what's new →

Pipeline & CRM

Every lead and deal in one board. Drag prospects through your stages, keep contact notes and history attached, and never lose track of a follow-up.

Learn more about the CRM

Pipeline

Drag deals between stages — cards auto-update from your calendar, calls, and inbox.

Awaiting Discovery

Rivera Law

$4,500/mo

María Rivera

Peak Dental

$2,800/mo

Dr. Alan Peak

Awaiting Proposal

Halcyon HVAC

$3,200/mo

Jordan Vela

Proposal Sent

Bright Roofing

$5,000/mo

Sam Ortega

Nova Realty

$3,600/mo

Priya N.

Deal Won · Live

WEBRIS

$6,000/mo

Client

Proposal Builder

Turn the discovery call into a finished proposal. Agency OS reads the lead's call notes and your SEO data and builds the SEO, Local and GEO deck. For paid search it forecasts Google Ads, Local Services Ads and ChatGPT Ads against what the prospect will pay for a new customer, and audits their live Google Ads account. Edit any slide with Claude.

See the paid search release

Bright Roofing

Paid search proposal · Target cost per customer $800

ContextAngleOutlineForecastDeck

PlatformSpendPriceLeadsCustomersPer customer

Google Ads$5,000$16 per click629.2$541

Local Services Ads$1,500$45 per lead335.0$300

Total$6,5009514.2$458

Under target by $342 per customer. Change a keyword, a budget or a close rate and the forecast updates live.

Project management

Tasks, deliverables, sprints, content, and link tracking — every client's entire scope of work organized in one living plan.

Learn more about Project Management

Rivera Law

Project · SEO — Sprint 3

TasksTimelineDeliverablesContentLinks

StatusOwnerBucketTaskDue

WorkingMMaríaContent3 content briefsJul 30

ScheduledDDavidTech SEOTechnical fixesAug 4

ReviewMMaríaLinks5 link placementsAug 1

CompletedDDavidLocalKeyword map · 20 pagesJul 26

Client dashboards & reporting

Live performance for every client: ad spend, leads, rankings and ROI, pulled together automatically. Share a report in a click, export it to PDF, or give the client a private portal with their results, plan and content.

Learn more about Client Reporting

WEBRIS

Performance report

OrganicPaid SocialPaid Search

Spend

$12,480

on budget

Conversions

318

▲ 24% MoM

Cost / lead

$39.20

▼ 11%

Website Quality Audit

Upload a Screaming Frog crawl and the audit reads it alongside Search Console and GA4. It works out what every page is for, proposes what to do with it and shows the facts behind each call. Research keywords per page, approve the findings, and they become the client's project plan.

See the Website Quality Audit release

Peak Dental · Website Quality Audit

214 pages · Crawl + Search Console + GA4

PagesKeywordsTechnicalPlan

ActionPage typeClicksPageStatus

KeepService1,240/dental-implants/Approved

ImproveLocation86/miami-dentist/Approved

MergeBlog3/blog/whitening-tips-2/Review

CreateService0/emergency-dentist/Review

Agency management

Financials, forecasting, burn rate, and deal velocity — run the business side of your agency, not just the client work.

Admin · Financials

Contracted vs realized revenue, by month.

ClientTypeJun CJun RJul CJul R

WEBRISSEO$6,000$6,000$6,000$6,000

Rivera LawLocal$4,500$4,500$4,500$4,500

Halcyon HVACMeta Ads$3,200$3,200$3,200$0

Total$13.7k$13.7k$13.7k$10.5k

AI workflows with Claude or ChatGPT

Hand off the busywork. Agency OS connects to both Claude and ChatGPT. Ask either one to onboard a client, run an audit, or build a report — it does the work through the BPT skills and writes every result back into the platform.

Onboard clients with Claude or ChatGPT

Connect Agency OS to Claude or ChatGPT, paste the prompt, and it sets up each new client for you — record, project plan, Drive folder, and reporting sources.

1.Connect the Agency OS MCP in Claude or ChatGPT
2.Paste the prompt below
3.Your AI assistant does the work and syncs it back to the app

Prompt · onboardingCopy prompt

You have access to my Blueprint Agency OS workspace through its connector. Read the onboarding spreadsheet and, for each client, create the record (company, contact, email, website, service, retainer, status), apply the matching project-plan template, set up the Drive folder, and dedupe by domain. Confirm before creating.

💬 Live wins from the community

Real agencies trust The Blueprint

Since 2015, Blueprint members have used these exact systems to land clients, scale revenue, and build agencies they're proud of. These are just a few of the hundreds of wins shared every week in our community.

Austin ClineToday at 3:10 PM

Not a showoff post — we just closed an SEO deal with a large home-improvement chain. I used the Blueprint tools and processes for the whole thing: onboarding, sale, kickoff, budget, audit. They signed a $70,000 deal yesterday. Thank you Ryan.

🔥 7💪 4🎉 3

Nicole SchmiedJust now

56 days in: the $18K client is on the books! 🎉 Invoice paid, kickoff next week. The Blueprint system keeps me in my zone of genius. So grateful.

❤️ 3🙌 2💥 2

Grant HigginsonYesterday at 7:45 PM

Signed up a few days ago and just closed an $80K/year SEM contract using your onboarding SOP docs. Looking forward to the rest of the course.

🔥 12💰 8

Jason Duncan2 days ago

Quick note — thanks to you I'm finally over $31K in monthly revenue and had to spend time building out my team. Looking forward to catching up.

🚀 9🔥 6

Charline TToday at 11:07 AM

Dropping in to say WE HIT $10K IN REVENUE FOR THE FIRST TIME EVER!!! 🔥 Y'all have been part of this journey and I'm so grateful. Thank you Ryan and the whole Blueprint team!

🎉 8❤️ 6💪 5

Glen Milton3 days ago

A few months in and I landed my first client at £2K a month for a painting & decorating company — about 5 calls in my first 3 weeks. The system works.

🙌 5🔥 4

James De RocheToday at 5:15 AM

Converted a client from retainer to sprints and charged 33% more. Bit of a hybrid since the sprint pricing spreads over the year — but a real big win.

💰 7🔥 4

Benji Albrecht, MBA7 minutes ago

Just sold $17,500 of sprints with at least 1 more expected this year — mere hours after watching the modules. This stuff works. Lol

😂 5🔥 8💪 3

Kevin Kim3 hours ago

If you're an agency, you literally have no excuse not to join the Blueprint.

👍 24🔥 18💯 11

Matt VarleyToday at 8:36 AM

Won my first official "Blueprint" client this week! Used the Blueprint proposal template — they loved it.

🎉 4🙌 3

🔥 Austin C. — "$70K deal signed yesterday" 💰 Grant H. — "$80K/year contract closed" 🚀 Jason D. — "$31K+ monthly revenue" 🎉 Charline T. — "Hit $10K first time ever" 💪 Nicole S. — "$18K client on the books" 🔥 Benji A. — "$17,500 in sprints in one day" 🏆 John H. — "$500K in 12 months" ⚡ James D. — "Charged 33% more with sprints" ✅ Glen M. — "First client, £2K/month" 🎯 Matt V. — "First Blueprint client this week" 🔥 Austin C. — "$70K deal signed yesterday" 💰 Grant H. — "$80K/year contract closed" 🚀 Jason D. — "$31K+ monthly revenue" 🎉 Charline T. — "Hit $10K first time ever" 💪 Nicole S. — "$18K client on the books" 🔥 Benji A. — "$17,500 in sprints in one day" 🏆 John H. — "$500K in 12 months" ⚡ James D. — "Charged 33% more with sprints" ✅ Glen M. — "First client, £2K/month" 🎯 Matt V. — "First Blueprint client this week"

Get started

One investment. Unlimited access.

Every membership includes free migration support and free onboarding, weekly live coaching calls, weekly AI training calls, and a full support community — a complete library of training videos plus 24/7 access to our private Slack.

Your agency stack — monthly

Team size

CRM & pipelineHubSpot, Close, Pipedrive

Project managementAsana, Monday, ClickUp

Client reportingAgencyAnalytics, DashThis

Client portalSPP, Ignition

AI assistant & workflowsassorted add-ons

Your stack total

Agency OSEverything, all-in

$199/mo

Get instant access

Prices shown are typical market rates for comparison. Your stack may vary.

📈

Deliver better results for your clients

Follow a proven fulfillment system that consistently drives measurable outcomes

⚡

Streamline your entire service delivery

SOPs and templates for every stage of the client lifecycle, from onboarding to reporting

🤖

Automate tedious tasks with done-for-you AI agents

Deploy pre-built agents that handle proposals, audits, content, link building, and reporting

💰

Centralize your software stack and reduce cost

Replace your CRM, project management, reporting, and client portal tools with one platform — for a fraction of the price

✨

Integrate your agency's services with Claude or ChatGPT

Connect the platform to Claude or ChatGPT and hand off real work — onboarding, audits, proposals, and reporting

👥

Know exactly who to hire, where to find them, and how to pay them

Build a lean team so you can pull yourself out of client services for good

🏢

Become a true CEO

Work on the business, not in it. The system, agents, and team do the rest.

Frequently asked questions

Everything you need to know before you get started.

What exactly is Agency OS?

Agency OS is the all-in-one platform that runs your agency — sales pipeline & CRM, client projects and delivery, live client reporting, and billing — all in one place. It also connects directly to Claude and ChatGPT, so AI agents can do real work (onboarding, audits, proposals, reporting) and sync it straight back into the platform.

Is it included in The Blueprint Training membership?

Yes. Your $199/mo membership includes the full Agency OS platform plus everything else in The Blueprint Training — the training suite, AI agent suite, SOPs and templates, the private community, and weekly live coaching and AI training calls.

Can it replace my current tools?

That's the point. Agency OS consolidates your CRM, project management, client reporting/dashboards, and billing into one platform — so you can cancel the pile of separate subscriptions you're paying for (and paying more for at scale).

Does Agency OS work with ChatGPT, or only Claude?

Both. Agency OS connects to Claude and to ChatGPT through the same connector, so your team can use whichever one you already pay for. Either one can read your clients, pipeline and projects, do the work, and write the results back into the platform.

Does Agency OS build sales proposals?

Yes. The Proposal Builder turns a lead's discovery call notes and your SEO data into a finished SEO, Local and GEO proposal. It also builds paid search proposals for Google Ads, Local Services Ads and ChatGPT Ads, forecast against what the prospect will pay for a new customer. You edit any slide with Claude.

Can my clients see their work?

Yes. Every client gets a private, read-only portal with their plan, content, performance, links and call recaps, at their own link with an optional passcode. You choose which tabs they see.

How often do you add features?

Every week. Every release and every smaller change is listed in the Agency OS release notes.

Will you help me move my data over?

Yes — free migration support is included. Our team (with an assist from Claude) helps move your clients and data into the platform, plus free onboarding to get you set up fast.

Do I need to know how to code or use AI?

No. Agency OS is built for agency operators, not engineers. Claude or ChatGPT handles the technical and AI-heavy work — you just ask it in plain English and the results appear back in your dashboard.

Run your entire agencyfrom a single dashboard.

Awaiting Discovery

Awaiting Proposal

Proposal Sent

Deal Won

Rivera Law

All In One Agency Software

Discovery

Proposal

Won

Designed to meet the hyper-specific needs of running a client service business

A deeper look at the features

Pipeline & CRM

Awaiting Discovery

Awaiting Proposal

Proposal Sent

Deal Won · Live

Proposal Builder

Project management

Client dashboards & reporting

Website Quality Audit

Agency management

AI workflows with Claude or ChatGPT

One fully integrated workflow

Real agencies trust The Blueprint

One investment. Unlimited access.

Frequently asked questions