Agency OS CRM — The Pipeline Built for Agencies

Built for the needs of agencies

Most agencies run sales out of a messy Google Sheet, three inboxes, and their memory. Deals go cold because nobody followed up. "Won" clients never make it into delivery. And when you ask how the month is really going, the honest answer is a shrug.

Agency OS gives you a real CRM built for how agencies actually sell — booked calls in, signed clients out, nothing dropped in between.

01 · The board

See every deal at a glance

A drag-and-drop board that maps your whole sales process: Nurturing, Discovery, Proposal, Won, Lost. Move a card, and the stage updates everywhere. Reorder columns, hide the ones you don't use, and make the board yours in about a minute.

Discovery

Rivera Law

$4,500/mo

📅 Sep 4

Peak Dental

$2,800/mo

Proposal

Cutter Law

$5,000/mo

⏰ Follow up

Nova Realty

$3,600/mo

Won

WEBRIS

$6,000/mo

Live client

02 · The record

Never lose a lead to a full inbox again

Every deal card holds the whole story: contact details, deal value, the services they want, and the qualification answers they gave when they booked — captured cleanly, not pasted as a wall of text. New leads even show their discovery-call date right on the card, so you always know who you're talking to next.

Contact

María Rivera

Deal value

$4,500 / mo

Discovery call

Sep 4, 10:00am

Services

SEO · Local

QQualification captured12 booking-form answers, structured

☎Intro call · 22 minSummary written by Claude from the recording

✉Email logged via BCC"Re: proposal timing" · Aug 28

03 · Follow-ups

Follow-ups that actually happen

Set a reminder in two clicks and it lands on your dashboard the day it's due. Overdue deals get flagged in red. The follow-ups you used to forget become the ones you close.

Cutter Law — proposal decisionOverdue 2d

Bright Roofing — check inToday

Peak Dental — send analysisIn 3 days

Nova Realty — remind in 1 weekScheduled

Halcyon HVAC — quarterly touchDone

04 · Automation

Your CRM fills itself in

Connect your calendar and every booked call becomes a lead automatically — name, email, website, and their answers, ready to work before you've had coffee. Your sales calls get logged. Your proposals get generated. All of it powered by Claude, running on your schedule instead of your to-do list.

✨ Sync new bookings into the pipeline RUN

✨ Add sales-call notes from recordings RUN

✨ Draft a proposal for this lead RUN

✓ 3 leads created · 1 deduped on email · qualification answers attached

05 · Won deals

Win the deal, keep the momentum

Move a card to Won and the lead becomes a live client on the spot — no re-typing, no handoff gap between sales and delivery. (Yes, there's a little celebration. You earned it.)

Rivera LawDeal Won 🎉

Now a live client — $4,500/mo retainer

✓ Contact, value, and services carried over

✓ Notes, calls, and the signed proposal attached

✓ Ready for a project plan — no re-typing

06 · The scoreboard

Finally know where you stand

One honest scoreboard for the month: new leads, qualified, won, lost, and the actual new revenue you added. Weighted pipeline value tells you what's really coming. No spreadsheet math, no guessing.

New

Qualified

Won

New revenue

$11.3k

Weighted pipeline · $96,400 across 18 open deals

A deeper look at the CRM

The board, the lead record, follow-ups, the automations, and the numbers behind them.

The deal board

Drag a card to change its stage. The board scrolls with you as you drag, columns reorder or hide to match how you sell, and every card carries a quick-actions menu — open, remind, edit, delete.

Pipeline

18 open deals · $182k · drag to move a stage

⏰ 2 due Search deals or contacts + Add lead

Awaiting Discovery$7,3002

•••

Rivera Law

María Rivera

📅 Call Sep 4

$4,500Aug 29

•••

Peak Dental

Dr. Alan Peak

$2,800Aug 30

Analysis / Proposal$3,2001

•••

Halcyon HVAC

Jordan Vela

$3,200Aug 27

Proposal Sent — Decision$8,6002

•••

Cutter Law

Ben Cutter

⏰ Follow-up

$5,000Aug 22

•••

Nova Realty

Priya Nandakumar

⏰ Follow-up

$3,600Aug 25

Deal Won — Live$6,0001

•••

WEBRIS

Ryan Stewart

✓ Live client

$6,000Aug 12

The lead record

Company, contact, email, phone, website, source, value, and services in scope — plus the structured qualification answers from your booking form, kept as a panel instead of dumped into a notes field. Leads dedupe on email, so the same person never lands twice.

Rivera Law

Awaiting Discovery · $4,500/mo · last contacted 2 days ago

QualificationNotesCallsProposalsEmails

FieldValueSourceDetailDate

Budget$4–6k/moFormApproved by partner groupAug 21

Timeline30 daysFormWants to start before Q4Aug 21

Current SEONoneCallLeft last agency in JuneAug 26

Decision makerMaría RiveraCallSole signerAug 26

Proposalv2 sentDocRivera Law — SEO retainerAug 28

Follow-ups & reminders

Set a reminder on any lead — three days, a week, a specific date. Everything due surfaces in one notifications view with a priority and a one-click done. Overdue items stay flagged on the card until you deal with them.

My notifications

Follow-ups across the whole pipeline, oldest first.

DuePriorityStageLead & reason

Overdue 2dHighProposalCutter Law — decision dueDone

TodayMedDiscoveryBright Roofing — check inDone

In 3 daysMedAnalysisPeak Dental — send analysisDone

Next weekLowNurturingNova Realty — remind in 1 weekDone

CompletedDoneNurturingHalcyon HVAC — quarterly touch—

Claude keeps the pipeline current

A scheduled prompt pulls new bookings out of your calendar and creates or updates the lead — contact details, qualification answers, and the call time. Call recordings become notes. Proposals get drafted from your own template.

New-lead auto-sync

Connect Agency OS to Claude, schedule the prompt, and every booking lands in the pipeline before you open the app.

1.Connect the Agency OS MCP in Claude
2.Schedule the prompt below to run each morning
3.Claude creates the leads and writes them back to the board

Claude prompt · new-lead syncCopy prompt

You have access to my Agency OS workspace through its connector. Check my booking tool for calls scheduled since your last run. For each one, create or update the lead with company, contact name, email, phone, website, source, and the qualification answers, set the stage to Awaiting Discovery, and add the call date. Dedupe on email. Summarize what you changed.

Pipeline metrics

New, qualified, won, and lost for the month, net revenue won as new MRR, live MRR and active clients, weighted pipeline value by stage, and a six-month lead trend. Admin adds the creation-month funnel so you can see where deals stall.

Admin · Pipeline velocity

Creation-month funnel and new-lead trend.

Weighted pipeline

$96,400

18 open deals

Net revenue won

$11,300

▲ new MRR this month

Live MRR

$47,000

18 active clients

Your CRM, wired into Claude

Agency OS exposes the pipeline to Claude through the BPT connector. Claude reads and writes the same records your team works in — creating leads, moving stages, logging follow-ups, and pulling a pipeline summary on request.

Agency OS CRM

One board the whole team works in

Holds every lead, note, call, and proposal
Enforces the legal stage transitions
Converts a won deal into a live client

BPT MCP

Claude Desktop

Your sales assistant

Creates and updates leads from bookings
Writes call summaries and drafts proposals
Answers "what's in the pipeline?" on demand

CRM tools available to Claude

leads_create leads_list leads_get leads_update leads_transition followups_create followups_list followups_complete pipeline_summary

Plus a stage-mapped import, so bringing a pipeline over from another CRM is one conversation.

Watch a deal go from booking to won client.

💬 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

Replace the CRM. Keep the margin.

The CRM is one part of Agency OS — and the whole platform costs less than most agencies pay for the pipeline alone. Every membership includes free migration support and free onboarding, weekly live coaching calls, weekly AI training calls, and a full support community.

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 OSCRM included, everything all-in

$199/mo

Get instant access

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

📋

Run every deal on one board

Drag-and-drop stages, saved column order, search, filters, and a needs-follow-up view

🗂️

Keep the whole history on the lead

Qualification answers, notes with @mentions, call logs, proposals, and BCC'd emails in one timeline

⏰

Chase every follow-up automatically

Reminders with due dates and priority, surfaced in notifications and flagged when overdue

✨

Hand the data entry to Claude

New bookings, call notes, and proposal drafts sync in without anyone typing them

🏆

Turn a won deal into a live client

One stage change creates the client record and carries the full history over

📊

Report on the pipeline honestly

Weighted value, new MRR won, win and loss counts, and a six-month lead trend

🔁

Bring your existing pipeline with you

Import from another CRM with stage mapping, plus free migration support

Frequently asked questions

Everything you need to know before you move your pipeline over.

Can I change the pipeline stages?

You can reorder columns and hide the ones you don't use, and the layout saves to your account. The nine stages themselves are fixed — that's deliberate. Automation, follow-up logic, and revenue reporting all key off them, so keeping them consistent is what makes the numbers trustworthy.

Can I import my existing CRM?

Yes. Import your pipeline and map your old CRM's stage names onto the Agency OS stages during setup. Leads dedupe on email, so re-imports won't create duplicates. Free migration support is included with every membership.

How do new leads get into the board?

Three ways: add them by hand, import them in bulk, or let Claude sync them. A scheduled prompt reads your booking tool and creates or updates each lead with contact info, qualification answers, and the discovery-call time.

What happens when I win a deal?

Moving a deal to Won converts the lead into a live client automatically, carrying the notes, calls, and proposals across. Reopen and re-win it later and the client reactivates. You also get a full-screen celebration, which is the correct response.

Does it work outside the US?

Yes. Pick your currency in settings and deal values, pipeline totals, and revenue reporting all follow it.

Is the CRM sold separately?

No. It's part of Agency OS, which is included in your $199/mo Blueprint Training membership along with project management, client reporting, billing, the AI agent suite, and the community.