OFM Agency — Master Playbook

Distilled from 36 lessons (~449k words of transcripts) + 18 SOP PDFs of two courses: OFMOS – The Modular Agency Scaling System and Creator Acquisition System.

How to use this

• This file is your sequence — what to do in which order.
• The two course playbooks are your reference — detailed checklists, SOP index, tools, KPIs, red lines:
• analysis/playbook-ofmos-the-modular-agency-scaling-system.md (12-week scaling system: backend, marketing, team, replication)
• analysis/playbook-creator-acquisition-system.md (recruiting creators: 6 channels, sales calls, onboarding)
• Per-lesson extractions (with verbatim scripts/templates) live in analysis/lessons/<course>/NN-*.md — the SOP index in each playbook points you to the right file when you need the actual script.
• Raw transcripts (transcripts/) and the 18 SOP PDFs (downloads/) are uploaded to NotebookLM for ad-hoc questions.

The one-sentence strategy

Fix the chatting backend first (it pays immediately: $1 → $8–20), perfect every system on ONE Golden Creator, only then recruit more creators, hire to remove yourself, and clone one axis at a time. Signing creators before one creator runs on systems (~$20K/mo) is the #1 way agencies die.

First 30 days — Diagnose & backend

Week 1: Know your numbers + bank quick wins - [ ] Fill the Agency Snapshot (lesson 01) — all 3 tabs, true profit per creator, creator score /42. - [ ] Pick the Golden Creator (profit > headroom > reliability > communication > loyalty). - [ ] Quick wins (all in lesson 01): expired-subs winbacks 20–30/day, Expiring Fans automation, rewrite First Kiss welcome, weekly 5-story IG promo, 1 cross-creator shoutout. - [ ] CreatorHero (CRM) live within 48h.

Weeks 2–4: Chatting backend (highest leverage — avg spend/buyer $42 → $109) - [ ] Creator Avatar sheet per creator; welcome flow rewritten (3–4 msgs, open loop), split-test weekly. - [ ] 6-step PPV ladder ($5 → $150+, digit-sum-of-8 pricing) + 5 core scripts as hotkeys. - [ ] Red Lines SOP: 8 deflection hotkeys; never mass-message whales. - [ ] 5-tier segmentation; exclude whales/storyline subs from mass messages. - [ ] Feed rules: no nudes, CTA every 2–3 posts, daily posts+stories. - [ ] Chatter ops: scorecard, 5-point handovers, mass-PPV campaigns Thu–Sat. - [ ] Subscriber notes for top 10 spenders TODAY.

Reference: OFMOS playbook Phases 1–2.

Days 31–60 — Marketing engine + ban-proofing

• [ ] Ban-proof every account: dedicated phone + tier-1 SIM + fresh Gmail, mobile data only, 14-day warm-up (lesson 06, 19).
• [ ] Train a research FYP per niche; mine outliers ≥2x baseline; 3-rule pre-post scorecard — kill bad videos in ideation (lessons 08–09, 25).
• [ ] Creator briefs per reel + shoot doc; daily feedback sandwich (lesson 08).
• [ ] Daily cadence: morning analysis, pattern vault entries, Monday mutation cycle, trial reels 2–3 sessions/day (lessons 10, 17).
• [ ] Funnel leak map: views → clicks → OF visits → subs; fix ONE stage at a time; rank by subs/100K views, never views (lesson 11).
• [ ] Only when the funnel converts: editors, paid promos, country splits, X diversification (lessons 11, 18).

Reference: OFMOS playbook Phases 3–4.

Days 61–90 — Acquire, hire, replicate

• [ ] Acquisition (only now): pick 2–3 channels from the Creator Acquisition playbook — G2G outreach + sniping videos are the $0 starters; referrals = $1,000 flat/1-month retention; ads only with $500+/mo budget.
• [ ] Hard filters: $10K/mo revenue floor, strong English or strong USP, believable path to $50K/mo. "Maybe" = no. Sign at 4/5 YES on the decision framework.
• [ ] 14-day onboarding: takeover cleanup day 1, first report day 7, 90-day plan day 14. Ramp revenue FAST — slow $500→$1,500 creep = churn at month 3.
• [ ] Hiring: track your 15-minute blocks for a week; hire the revenue-mapped order (0–10K chatters → 10–30K marketing VA → 30–60K head of backend → ...). Chatter start: $3/hr + 3%.
• [ ] Replicate: decompose the 80% replicable system into a written SOP; clone ONE axis (archetype / market / channel) with a 2–3-week minimal test.
• [ ] Ongoing: 7×10% compounding fixes; record-day plays (Backend Blast / Make-It-Rain) max 1×/month per creator.

Reference: OFMOS playbook Phases 5–7 + Creator Acquisition playbook Phases 0–4.

KPIs to watch weekly (full dashboard in each playbook)

• Chatting ratio ~20:1 (elite 30–40:1); avg spend/buyer $80 target; PPV conversion 60%+; reply <90s; renew-on ≥60%.
• Marketing: outliers ≥2x baseline; ≥10 paid subs/100K views; 2–3 reels/day/account.
• Acquisition: 3–5 calls/week, 1–2 signings/month; referrals close 50–70%; show rate 80%+.
• Agency: profit margin ≥30%; one creator at $20K/mo before going horizontal.

The 5 red lines that kill agencies

1. OF instant-ban topics in DMs (meetups, off-platform payment, under-18 refs…) — deflect, never explain.
2. Same device/IP on 2 IG accounts within 30 days = chain ban. Factory reset doesn't clean a phone.
3. Mass-messaging whales or storyline subs — custom-package everything.
4. Signing creators below the bar ("maybe" = no) — a bad creator costs 3–6 months.
5. Scaling two new variables at once — BFF: Basics Fucking First.