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How to Actually Deliver AI Agency Projects (Onboarding, Credentials & Handover)

2.9K views· 175 likes· 17:28· Mar 4, 2026

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Get my 1-1 support to Start and Scale your AI Agency: https://bit.ly/4u3XRVK Get all my FREE Resources: https://www.skool.com/the-ai-automation-circle Join my newsletter where I share more about how I made over a $100k with my AI agency: https://dub.sh/micheletorti In this video, I break down the exact 6-step framework you need to professionally onboard clients and deliver AI systems that actually stick. Most agencies fail because they don't know how to manage expectations—this system fixes that. We'll cover: - Professional Onboarding: How to set ironclad expectations on timelines and availability so you never look unprofessional. - The Communication Secret: Why weekly progress updates are the key to high client satisfaction and "perceived achievement." - Production-Ready Testing: A rigorous 3-part testing phase to ensure your AI automations never break after handoff. - Documentation & Handoff: How to use Loom and AI to create world-class SOPs that make your agency indispensable. - Maximizing LTV: The difference between recurring and reoccurring revenue and how to use business audits to upsell. Timestamps 00:00 - Introduction 01:32 - Step 1 02:46 - Step 2 08:00 - Step 3 09:14 - Step 4 10:51 - Step 5 13:12 - Step 6

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