agency operations•v1.0.0•2 min read
Client Torch Pass Protocol
Standard operating procedure for transitioning an agency client from initial build/setup through training to independent operation and ongoing advisory.
Overview & Core Philosophy
Our agency model is defined by three clear phases:
- Initial Build & Setup: High-velocity infrastructure, inbound SEO/AEO scaffolding, paid media architectures, and content pipeline creation.
- Comprehensive Client Training & Torch Passing: Hands-on onboarding, workflow shadowing, video-recorded SOP walkthroughs, and operational empowerment so the client team can operate the systems independently.
- Ongoing Market & Trend Advisory: Bi-weekly or monthly strategic advisory on search engine algorithm updates, Answer Engine Optimization (AEO) shifts, paid media efficiency, and competitive intelligence.
Step-by-Step Torch Passing Procedure
1. Verification of Build Deliverables
- Audit all CRM schemas, tracking pixels, search analytics, and content templates.
- Confirm all permissions, API credentials, and administrative accesses are transferred to the client.
2. Client Training Modules
- Conduct 3 live interactive training sessions covering:
- Daily Inbound Pipeline Monitoring & Lead Qualification.
- Content Publishing & AEO Best Practices.
- Paid Ads Budget Management & Bid Optimization.
- Save all recorded session links into the client's Valstorm Cloud Knowledge Vault (
02_SOPs/Client_Training/).
3. Formal Torch Passing Sign-Off
- Review the Operational Checklist with the client executive sponsor.
- Issue the official Torch Pass Certificate and Transition Summary.
4. Transition to Trend Advisory
- Schedule recurring executive advisory sessions.
- Establish automated alert channels for keyword volatility, AEO citation shifts, and competitor movements.