Build your agency

Building an agency is less about knowing marketing and more about building a business that sustains itself: charging a price that adds up, selling without depending on lucky referrals, delivering without becoming a hostage to your own operations, and growing without prospecting alone every single day. This track follows exactly that order — and it is the only one that ends with a credential in your name, recorded and verifiable by anyone through the certificate link. It assumes you already know how to operate the platform; if you do not yet, take the operations track before this one.

1. 1

   Pricing

   Start with pricing, not with selling: an agency that discovers its margin after signing spends the year working for free. Here you build the table with cost and volume and find which price yields the most profit — not the most volume.

   This module helps set prices and promotions that sell without hurting your margin, with Our Agent Hélio. You build a price table with cost, price and volume — the margin comes out on its own — and use the simulator to find out which price yields the highest profit, not the highest revenue.

   How to read the result

   The Price table tab shows the estimated monthly revenue and the average margin of each segment, adding up the items that have price and volume filled in. The Simulator highlights which price change (up or down) yields the highest profit compared to the current price, with a scenario table showing price, volume, revenue, tax, profit and margin side by side. The tax is a percentage of each scenario's revenue: it rises with the price, and the profit shown is already net of it.

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2. 2

   AI Commercial Proposals

   With pricing settled, the proposal stops being improvised. This step shows how to turn a prospect's website into a finished, presentable proposal without spending the night building slides.

   This module generates ready-to-send commercial proposals for a prospect. Paste the prospect's website (or fill out a briefing) and Our Agent Orion orchestrates 7 specialists in parallel to analyze the business and build the proposal, delivered as a PDF or a Gamma presentation.

   How to read the result

   On the Panel you see your balance for the month (one-off pack, credits and total available) and the analysis in progress, if any. On the List tab, each analysis shows its status and, once ready, the link to open the Gamma presentation or download the PDF — you can delete or retry a failed analysis.

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3. 3

   SalesFlow

   An agency that loses track of sent proposals loses revenue without noticing. Here you follow each prospect from first contact to signed contract, with the history of everything already discussed.

   This module is AutoAgencia's native CRM, with Our Agent Klara: all your leads — from WhatsApp, calls, forms, ads and other agents — land in a single pipeline, from first contact to sale. If you used Kommo before, you can bring your contacts and deals over from there, once.

   How to read the result

   On the Home tab you see leads in the last 24h, leads this week, won this week and upcoming tasks — plus the chat with Our Agent Klara, with shortcuts for the pipeline summary, what's stuck, writing a follow-up and qualifying a lead (BANT). Contacts gathers each person's history, with their associated leads. Reports brings new leads, won, lost, average time to win, leads by stage and by source (and job orders by technician, if the add-on is active).

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4. 4

   Automation

   Every small agency's bottleneck is repetitive operations. This step connects the tools so the routine task happens on its own — it is what lets you serve the fifth client without hiring a fifth person.

   This module automates repetitive tasks in your business, connecting tools like Meta Ads, your CRM (SalesFlow) and WhatsApp into a single flow — for example, an ad lead landing straight in your CRM and getting a WhatsApp message within minutes. Our Agent Leo builds and turns on the automations for you; you just keep track of what's on and what has run.

   How to read the result

   The Gallery shows each recipe with its state (On, Available or Needs setup) and the expected payoff. History lists every execution — success, failure or running — and, when something fails, it explains the reason in plain language and what to do, plus shows how many executions you've already used from the monthly allowance. The Flows tab lists the active automations, on and off. On Home, a summary of the last 5 executions appears right below the chat with Our Agent Leo.

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5. 5

   Affiliate Program

   Closes the training with the channel that grows without you prospecting: people referring your service in exchange for commission. You set the rules, build the kit each referrer receives and track who actually brings clients in.

   This module helps structure an affiliate program that sells for you, with Our Agent André. You describe the commission model and rules, put together the material kit each affiliate gets to promote, and track every affiliate — status, sales and revenue generated — in a single list.

   How to read the result

   At the top of any tab you see the total affiliates, how many already registered, how many are active, total sales and revenue generated — adding up the data you filled in on the Affiliates tab.

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Once the track is complete you receive the Academy partner credential: a certificate with its own code, publicly verifiable by any client or partner who asks. It records that you went through the agency training — it does not replace your experience or the results you deliver, but it is proof that you know the method from the inside. From here on, what makes the difference is repetition: your first clients will teach you more about your pricing and your process than any material can.