Everything Agency OS can do for your business, and how to use it

Welcome to Agency OS. Think of it as a team of AI specialists that lives inside the Claude desktop app. You talk to it in plain words, and it does the work of a marketing and sales team. It writes, it plans, it researches, and it checks its own work.

The big difference from a blank chat is memory. Agency OS starts by learning your business: your story, your customers, your offer, and how you sound. It keeps that on your computer, and every tool reads it before it writes a single word. So the work sounds like you, and you never have to explain your business twice.

In this guide, we'll go through every part, one section at a time. You don't need to be technical. If you can type a sentence, you can use all of it.

Everything you'll see here happens in the Claude desktop app, in the Code tab. There's no terminal involved.

Open the Claude app, and click Code at the top. At the bottom of the window, check that the mode says Local. If it doesn't, click it and switch. Then click Select a folder, and choose the Agency OS folder you made during setup. That folder is where your business memory lives, so always open the same one.

Now type a forward slash, and you'll see a list of commands. In that list, Agency OS commands show with the plugin name in front. Picking from the list is the easiest way. A great first one is first win.

If you want to see what Agency OS can do, start with first win. It takes about ten minutes.

It asks you five questions, one at a time. What you sell and at what price. Who your ideal client is. The one thing you want most in the next thirty days. Where your clients come from today, and where you're stuck. And how your business should sound, including what it should never say.

Then it gives you something finished, based on your goal. If you want leads, you get an outreach message, a three email sequence, and a follow-up. If you want a clearer offer, you get a one line offer and a value stack. If you want visibility, you get three posts, ready to go.

It also saves a starter profile of your business, and shows you the road ahead. You decide when to take the next step.

Build one is your Brand DNA. It's the foundation every other tool reads, and you run it once per business, with build profile.

It's an interview about your story, how you work, how you sound, your goals, and how you'd like AI to help. The essentials take around fifteen minutes, and it also looks at content you've already written, so it learns your voice from real examples.

It saves your owner profile, your voice profile, a proof file of your real results, and a policy with the topics you never want touched. Two commands add to it. Deepen profile adds six questions on the way you see things. And build policy sets what needs extra review.

If you started with first win, don't worry. Agency OS fills in the gaps a question or two at a time, as you go.

The eight builds are the backbone of Agency OS. Brand DNA comes first. Then, for each product or service you sell: your customer, your offer, your funnel, your content, your ads, your sales, and your delivery.

Each build reads what came before. Your offer needs your customer. Your funnel needs your offer. Your ads need both. And if you have no ad budget yet, the ads build is optional.

The easy way through is the agency os command. It guides you build by build, remembers where you are, and picks up where you left off. If something already exists, it asks before it changes anything.

Type status any time to see what's done and what's next. And most builds start with quick research on your competitors, your industry, and platform trends, so the work is grounded in your market.

Builds two to four decide who you're talking to, what you're selling them, and the path that turns a stranger into a lead.

Build two, build avatar, maps your ideal customer: what they want, what keeps them stuck, and the change they're after. You confirm each step as you go.

Build three, build offer, shapes your offer. You get a value stack, pricing, a guarantee, bonuses, and a name.

Build four, build funnel, creates the path. You choose a lead magnet first, like a quiz, a calculator, or a scorecard. Then you get a funnel strategy, a landing page, and email and text message follow-ups.

Every build saves real documents in your folder, so you can read them, edit them, and use them straight away.

Builds five and six are about getting seen.

Build five, build content, gives you a full content system: ninety pieces and a thirty day calendar, plus a brand voice guide. The content moves from teaching, to building trust, to asking for the sale.

Build six, build lead ads, creates a Facebook and Instagram lead ad campaign, with ad copy variations, headlines, and visual ideas, and instant follow-up for every new lead.

Before you run build six, you'll need a Facebook page connected to Business Manager, a privacy policy link, a monthly budget, and your AI Lead Builder account for the follow-ups. No budget yet? Skip it, and come back when you're ready.

Leads only matter if they turn into customers. And customers only stay if delivery is smooth. Builds seven and eight cover both.

Build seven, build sales, creates your sales system in seven phases: your pipeline stages, how fast to respond, call scripts, objection handling, and follow-up.

Build eight, deliver client, turns a new customer into a thirty day delivery plan, with milestones and handoff notes. You just tell it who the customer is, the work, the services, and the timeline.

Both builds open up as soon as the offer for that product is done.

Most businesses sell more than one thing. Agency OS keeps each product separate, while they all share one brand profile.

Use add product to add a new product or service. You can have up to five. List products shows which builds each one has finished.

Not sure who to serve? Pick niche scores a few options on your advantage, how profitable they are, and how crowded they are. And if you don't have a real edge, it will tell you to stay broad.

Set niche lets you change or narrow your niche at any time. Nothing gets deleted. It shows which builds are now out of date, and only re-runs the ones you choose. And market research refreshes your competitor and industry research whenever you want it updated.

Everything Agency OS builds comes together in two places.

The first is your dashboard: a branded web page in your folder that shows every build and your journey map. It updates by itself whenever a build saves its work. If you ever want to refresh it, type rebuild dashboard.

The second is your slides. A PowerPoint deck made from your builds, ready for a sales call, a pitch, or a team meeting. It opens in PowerPoint, Google Slides, or Keynote. Type rebuild deck, and it makes a fresh one from your latest work.

The eight builds lay your foundation. The toolkit is the set of specialists that use it, every day. Each one reads your brand profile, so the work sounds like you from the first draft.

There are two ways to use a tool. If it starts with a slash, it's a command, and you type it. If it doesn't, it's a skill, and you simply ask for it in your own words. For example: chase these unpaid invoices, or audit my website for SEO.

The toolkit covers content and copy, video editing and repurposing, websites and SEO, sales and customers, and money and operations, like cash flow forecasts and profit by client. Not sure what's there? Just ask Agency OS to list every skill and command.

AI is quick to make things up. Agency OS is built not to.

Your results, numbers, and testimonials come from your proof file. If it's not in there, it doesn't go into your marketing. When proof is missing, Agency OS marks a gap, instead of inventing something.

Independent graders check the work too. One checks claims. One scores persuasion, from attention through to action. And one checks your hooks. If a draft contains a claim that isn't in your proof file, you get a warning, so you can fix it before anything goes out.

You can also ask for a critique of any finished piece. And most important of all: nothing is published for you. You review everything, and you decide.

Do you run more than one business, or do work for clients? Give each one its own workspace, with its own memory, so nothing ever gets mixed up.

Just say it in plain words. New client, followed by the business name, creates a workspace for them. Switch to, and their name, loads their voice, their audience, and their files. And working on my stuff takes you back to your own business.

You can also set a workspace to English or German, with the language command.

Agency OS keeps improving, but it doesn't update itself. Here's how to get the latest version.

In the Code tab, ask Claude to update the Agency OS plugin to the latest version. Then fully quit Claude. On a Mac, that's Command Q. On Windows, quit from the system tray. Opening a new chat isn't enough. Then reopen the app, and you're on the new version.

Agency OS also tidies its own memory now and then, merging duplicate notes and clearing out stale ones. You can ask for that any time, too.

You're never on your own with this.

Got a question? Tap Ask a question at the bottom of this page. It answers from this guide, and tells you honestly when something isn't covered. You can also ask Agency OS itself, right in the Code tab, something like: which build should I run next?

And bring anything else to the AI Lead Builder community, or to the weekly live call. Start with first win, take it one build at a time, and enjoy watching it learn your business.