Automate My Agency

More revenue. More time. Less work.

DFY Agency Ops + Fulfillment for marketing agencies that want to sell, onboard, and deliver without building every team in-house.

Agency Growth creates sales conversations. AgencyOS, coming January 1, 2027, runs the operating process. Agency Fulfillment delivers demand generation, lead response, lead qualification, and appointment booking for client accounts.

Read the DFY Agency Ops + Fulfillment Guide

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Start where growth breaks

Sales pipeline, operating process, or client fulfillment.

Grow without three teams

Sales, operations, and fulfillment support in one scoped system.

Clear roles

Your agency keeps the client relationship.

Automate My Agency

The simple system.

One scoping session. Three ways to grow.

Agency Scoping Session

Identify your biggest bottleneck

  • Agency Growth

    More sales calls

  • AgencyOS

    Cleaner operations

    Coming January 1, 2027

  • Agency Fulfillment

    Client appointments booked

Three separate offerings. Start with the one you need.

Sell better. Run cleaner. Deliver more.

Start where growth is breaking.

Most agency growth problems fall into one of three lanes. Pick the lane that creates the most pressure now.

Sales

Need more agency sales calls?

Use Agency Growth to create B2B conversations with prospects who fit your agency.

Start with Agency Growth
Operations

Too much depends on you?

Use AgencyOS to define handoffs across agreements, checkout, onboarding, support, and coordination.

Coming January 1, 2027

Start with AgencyOS
Fulfillment

Need more client delivery capacity?

Use Agency Fulfillment to handle demand generation, lead response, lead qualification, and appointment booking for client accounts.

Start with Agency Fulfillment

Three services. Three jobs.

Each service is scoped and purchased separately. Combine them only when the work is connected.

NeedWin clients
Service

Agency Growth

What it does

B2B appointment setting for your agency.

Starting price

From $697/month

$497/month with active Agency Fulfillment

NeedRun the agency
Service

AgencyOS

Coming January 1, 2027

What it does

Agreements, checkout, onboarding, coordination, support workflows, and GoHighLevel integration.

Starting price

From $997/month

$697/month with active Agency Fulfillment

NeedDeliver for clients
Service

Agency Fulfillment

What it does

Demand Generation → Lead Response → Lead Qualification → Appointment Booking.

Starting price

$1,297/month

per client account

Agency Growth

Build your agency sales pipeline.

Done-for-you B2B appointment setting connects your agency with prospects that match the criteria agreed in your scope.

Scope defines

Target market, prospect criteria, qualified appointment definition, booked versus attended handling, no-shows, volume, and reporting.

Your agency owns

Sales conversations, closing, follow-up, client relationships, and offer decisions.

AgencyOS

Coming January 1, 2027

Create a repeatable operating process.

AgencyOS supports agreements, checkout, onboarding, client coordination, Slack triage, support routing, and GoHighLevel-connected workflows.

Scope defines

Workflows, users, tools, support paths, integrations, and launch requirements.

Your agency owns

Your agency retains client relationships, approvals, and management accountability. AgencyOS is a future operations service, not currently live.

Agency Fulfillment

Add Agency Fulfillment.

Agency Fulfillment is AI-first, done-for-you fulfillment for your clients: demand generation, lead response, lead qualification, and appointment booking.

Scope defines

Channels and campaign path, qualification rules, appointment booking path, required access and approvals, reporting, escalation, and exception rules.

Your agency owns

Your agency keeps the client relationship. Your clients own sales decisions and service delivery; ShiFt provides the fulfillment responsibilities defined in the signed scope.

What ShiFt runs

  1. Demand Generation

    Attract the right prospects for each client account.

  2. Lead Response

    Respond to and follow up with leads across calls, SMS, Facebook Messenger, email, and WhatsApp.

  3. Lead Qualification

    Screen prospects against your client's criteria for fit, intent, urgency, and readiness to buy.

  4. Appointment Booking

    Book qualified prospects directly into your clients' calendars.

What this changes for your agency

More revenue per client
Move from selling raw leads to selling qualified, pre-set appointments, giving clients a stronger reason to pay more for your services.
Longer client relationships
Make your value easier to see with booked opportunities that give clients more reasons to stay.
Happier clients
Reduce missed leads and inconsistent follow-up, replacing common sources of frustration with a smoother path to appointments.
Less hands-on work
Reduce routine fulfillment, manual follow-up, and support demands so your team can serve more accounts without the same increase in workload.
More capacity to sell
Put the time saved back into prospecting, sales conversations, and winning new agency clients.

Pricing that owners can understand.

Every service starts with scoping, so the price matches the work. These are starting prices before setup, media spend, usage, and other scoped charges.

Agency Growth

B2B appointment setting for your agency.

From

$697/month

$497/month with active Agency Fulfillment

AgencyOS

Coming January 1, 2027

Agreements, checkout, onboarding, coordination, support workflows, and GoHighLevel integration.

From

$997/month

$697/month with active Agency Fulfillment

Setup costs, media spend, software, telecom, AI/tool usage, taxes, contract terms, and launch timing are confirmed before implementation.

Book Your Agency Scoping Session

Proof of approach · Titan

Conversion infrastructure can change the math.

This supports the conversion infrastructure approach. It does not predict results for Agency Growth, AgencyOS, Agency Fulfillment, or future clients.

2,847 inbound contacts received a response within the 120-second standard.

$3.4M contracted revenue traced to ShiFt-captured leads over 36 months.

Clear roles. No blurred handoffs.

The scope defines who does the work, who approves it, and how issues move when something needs attention.

Your agency owns
Agency sales, closing, client relationships, approvals, renewals, and account accountability.
ShiFt owns
Contracted systems, implementation, fulfillment tasks, support paths, reporting, and escalation duties in the signed scope.
Your clients own
Their sales decisions, service delivery, customer commitments, and business outcomes.

What happens in the scoping session?

You leave with a recommended service path, pricing drivers, owner roles, access needs, and launch plan.

  1. Step 1

    Identify the bottleneck

    Review sales activity, onboarding, client delivery, systems, and current constraints.

  2. Step 2

    Select the right support

    Choose Agency Growth, AgencyOS (Coming January 1, 2027), Agency Fulfillment, or a scoped combination.

  3. Step 3

    Agree the plan

    Confirm deliverables, fees, access, media budgets, dependencies, timing, and success measures.

Questions agency owners ask first.

Do I need all three services?

No. Start with the constraint creating the most pressure. Combine services only when the work is connected. Each service is scoped and purchased separately.

Is AgencyOS included in Agency Fulfillment?

No. AgencyOS runs the agency. Agency Fulfillment supports client delivery through demand generation, lead response, lead qualification, and appointment booking. AgencyOS is Coming January 1, 2027.

How is Agency Growth different from Agency Fulfillment?

Agency Growth gets appointments for your agency. Agency Fulfillment helps your agency deliver demand generation, lead response, qualification, and appointment booking for clients.

Is Agency Fulfillment fully automated?

No. It combines automation, implementation, managed lead-generation work, qualification, appointment booking, and accountable delivery support.

Who closes sales?

Your agency closes its own prospects. Your clients close their own opportunities. ShiFt supports the scoped systems and services.

What fees are not included?

Setup, media spend, software, telecom, AI/tool usage, taxes, and third-party costs are confirmed before launch. Contract terms and launch timing are confirmed before implementation.

Build the next stage of your agency around the right support.

Tell us where growth is getting harder: winning clients, running operations, or delivering the work. ShiFt will scope the service path and implementation plan that fits.

Book Your Agency Scoping Session
Read the free DFY Agency Ops + Fulfillment Guide