OpenClaw for Agencies: Client Ops Playbook

Outcome

Standardize client delivery and reduce operational chaos.

Core structure

• Client onboarding automation
• Weekly performance reporting
• Task routing and SLA tracking
• Escalation management

Implementation steps

1. Define onboarding checklist per client tier.
2. Build recurring report templates.
3. Set SLA categories and routing rules.
4. Add weekly quality review with exceptions log.

Failure modes and fixes

• Scope creep → enforce intake form + change-order triggers.
• Reporting inconsistency → standardized metrics schema.
• Missed deadlines → SLA alerts + escalation ladder.

Artifact

Agency operations SOP + client reporting template.

Next step

• /templates/agency-ops-pack
• /build-logs/week-3-operator-log