The Agency: Every Client, Every Service, One Desk.
Five services — crisis response, SOC 2 readiness, growth strategy, IP filings, onboarding — running in parallel across one client roster. Client facts are entered once and every service reads them. Your agency details fill every template placeholder automatically. Then the Book of Business shows the whole roster on one screen, with the deadlines that actually bite. All offline, all on this page.
Your Agency
Entered once, for every client. These fill the [YOUR NAME] / [SUPPORT EMAIL] / [PHONE] placeholders that appear in every document this kit produces.
Client Record
The shared spine. Every service below reads these — you never retype a client's name, contact or industry into a second tool.
Crisis PR — the response desk
reactive · logged per incident
Log what is happening. You get a threat tier, a precedent playbook, and internal, public and social copy already carrying this client's name.
Leave the incident blank when the account is quiet — the service reports "no active incident" rather than inventing one.
SOC 2 — readiness and gap remediation
assessed · re-scored each visit
Assess the client's controls across the Trust Services Criteria. You get a readiness score, a prioritised gap backlog, starter policies in their name, and the evidence vault.
Common Criteria assessment
Scaling — growth and white-label strategy
strategic · quarterly rebuild
Brand audit, market landscape, partner program economics, a content calendar and a 30/60/90 playbook — computed from this client's own numbers.
competitors — name · price $/mo · observed strength (up to 3)
IP & Filings — provisional patent + copyright
one-off · then a 12-month clock
Prepare a US provisional-patent and copyright package for the client's product. Source is redacted locally for the deposit copy — nothing leaves this page.
Fill "provisional filed on" the day the receipt arrives — the Book of Business then tracks the 12-month conversion deadline for every client at once.
Onboarding — get the client live
entry service · time-boxed
Infrastructure sizing, an owner-assigned checklist, a two-email welcome sequence in the client's language, and a pre-written FAQ.
Every document is built here, in this file. Nothing is sent anywhere.
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Fill in your agency, add a client, and click Run Client Desk.
Disclaimer
This tool is provided free and as-is, with no
warranty of any kind, under the Apache License 2.0. Its output is a
starting point produced from what you typed in — check it before you rely
on it, send it, or make a decision with it. You are responsible for what you
do with it.