# Agency Operations Guides for Marketing Agencies

> Walkthroughs for running agency operations in Lifted Work: daily and monthly habits, AI task scheduling, client portal setup, and report templates.

Source: https://www.liftedwork.com/guides

Guides

## Run your agency, step by step.

Deep walkthroughs of how real agencies set up clients, schedule the work, and report results in Lifted Work.

![How AI Builds on Its Own Work: Chaining Deliverables Across Tasks](https://assets.liftedwork.com/marketing/guides/chained-deliverable-be0c5ab01d.webp)

Start here

### [How AI Builds on Its Own Work: Chaining Deliverables Across Tasks](https://www.liftedwork.com/guides/chaining-deliverables-across-tasks)

Sequence AI tasks so each one builds on the last. A draft created in one task carries to the next, where AI revises it, adds images, or reviews it before a client ever sees it.

Read the guide

### More guides

02

#### [Account Health Report Template for Internal Reviews](https://www.liftedwork.com/guides/account-health-report-template)

An internal report template for account managers covering task performance, time tracking, client requests, correspondence, and team workload over the last 30 days.
03

#### [Monthly Performance Report Template with Animated Numbers](https://www.liftedwork.com/guides/monthly-performance-report-template)

A ready-to-use report template covering GA4, Search Console, and Google Business Profile with JavaScript number animations. Copy, paste, and let the AI fill it in.
04

#### [Client Portal: What Your Clients See and How to Set It Up](https://www.liftedwork.com/guides/client-portal-and-requests-guide)

How the Lifted Work Client Portal works: tabs, requests, deliverables, services, and how to configure it per client.
05

#### [How to Run a Marketing Agency Without Losing Track of the Work](https://www.liftedwork.com/guides/practical-guide-managing-your-agency)

Step-by-step instruction on dashboards, monthly reviews, task creation, client management, and using AI schedulers for scaled agency operations.
06

#### [Schedule Recurring Client Work Once and Let AI Run It](https://www.liftedwork.com/guides/recurring-and-onboarding-ai-task-scheduling)

Learn how to automate recurring tasks and client workloads using the AI Task Scheduler. Covers creating scheduling tasks, writing AI prompts, reviewing upcoming work, and tips for staying organized.

### Ready to run your agency this way?

See how the whole system runs from planning through client delivery.

[Get started](https://www.liftedwork.com/register)