Best AI skills for agencies
The best AI skills for agencies, from month-end client reports and budget pacing to scope creep, brand voice, pitches, and Google Ads security checks.
By Type Team
What are the best AI skills for agencies?
The best AI skills for agencies are Client Report Builder for month-end client reports, Budget Pacer for keeping every client on committed spend, Retainer Scope Tracker for catching scope creep before it eats your margin, and Client Brand Voice for keeping each client's copy on brand.
An AI skill is a packaged set of instructions, scripts, and sample data that Claude or Codex follows the same way every time. Most skills in this guide do their arithmetic in a bundled script, so the model gathers inputs and writes the summary while the numbers stay reproducible.
Agencies repeat the same high-stakes work for every client: monthly reporting, pacing checks, renewal prep, brand reviews, and pitches. That repetition is where margin goes, because each report gets rebuilt by hand and the founder still checks the numbers before anything reaches a client. Skills turn that work into a documented process anyone on the account team can run, so more work comes out client-ready and senior time goes back to new business.
These skills work best in a shared Space for your agency, where Claude or Codex is connected to client ad accounts, analytics, creative tools, and the rest of your stack. Every skill below also has its own page in the Type Skills Library with its full instructions, scripts, sample data, and expected output, so you can see exactly what it does before your team installs it.
| Skill | Best for | What you get |
|---|---|---|
| Client Report Builder | Account leads closing the monthly reporting cycle for each retainer client | Client-ready report with deltas, blended CAC and ROAS, pacing, and next-month changes with dollar figures |
| Budget Pacer | Media buyers running the mid-month or weekly pacing review across the book | Client pacing table and per-campaign daily budgets that reconcile to the commitment |
| Retainer Scope Tracker | Agency owners and ops leads at month-end close, before invoicing and renewals | Delivery margin and effective rate per client, scope creep flags, and a renegotiation list |
| Client Brand Voice | Copywriters and account leads writing for many client brands at once | Draft voice guidelines per client, plus line-level suggested edits on drafts you review |
| New Business Pitch Builder | Founders and new business leads preparing a pitch, audit deck, or renewal case | Prioritized gaps, confidence-adjusted opportunity in gross profit, and a 90-day engagement outline |
| Ad Account Audit | Paid media leads onboarding an account or running a recurring hygiene pass | Severity-ranked findings, each with evidence, a fix, and the dollars at issue |
| Google Ads Change History | Account leads answering a client's question about what changed in their account | Change timeline of up to 90 days, plus a draft escalation summary and suggested client reply |
| MCC Security Audit | Agency owners and ops leads, quarterly and whenever a client reports odd changes | Severity-ranked access findings with exact account IDs and a recommended manual action |
| GEO / AI Search Audit | SEO and content leads scoping an AI search or technical SEO sprint for a client | Draft client report with a prioritized fix list, draft llms.txt, and Organization JSON-LD |
Which AI skills should agencies use?
Agencies should use skills for the work they repeat every month: client reporting and pacing first, then retainer scope and brand voice, then new business, account audits, and security checks.
The list is ordered by where most agencies start. Reporting and pacing come first because every client sees them, scope tracking and brand voice protect the margin behind each retainer, and the last five help you win new business and answer hard client questions with evidence.
1. Client Report Builder
Client Report Builder turns paid media, analytics, and budget exports into a client-ready month-end report with period-over-period deltas, budget pacing, blended CAC and ROAS, and a ranked list of changes for next month.
Monthly reporting is where agency hours quietly disappear, and it is the deliverable clients judge you on. The skill never sums platform-claimed revenue or ROAS, since Meta, Google, and TikTok each claim credit for overlapping sales, so the numbers hold up to a sharp client's questions. Every recommendation carries a dollar figure, and a data notes section lists gaps to fix before sending.
- Best for
- Account leads closing the monthly reporting cycle for each retainer client
- Works from
- Paid media, web analytics, and budget CSV exports, plus optional finance totals
- You get
- Client-ready report with deltas, blended CAC and ROAS, pacing, and next-month changes with dollar figures
2. Budget Pacer
Budget Pacer projects month-end spend from a trailing run rate, flags clients over or under their commitment beyond a tolerance, and for those clients recommends per-campaign daily budgets that add up exactly to what is left.
Missing a committed budget in either direction is an awkward client call. Budget Pacer respects the floor and ceiling you set for each campaign and says plainly when the math cannot work, so you can raise caps or renegotiate while there is still time. Its script reads exported files and never touches an ad platform directly, so your team applies every change in the platforms.
- Best for
- Media buyers running the mid-month or weekly pacing review across the book
- Works from
- CSV exports of campaigns, daily spend to date, and each client's committed spend
- You get
- Client pacing table and per-campaign daily budgets that reconcile to the commitment
3. Retainer Scope Tracker
Retainer Scope Tracker compares delivered work against each client's contracted scope for a month, flags scope creep and out-of-scope work, and computes effective hourly rate and delivery margin per client.
Scope creep rarely arrives as one big request. It shows up as two reports shipped on a one-report scope, which this skill catches even when the hours look fine. It ranks which retainers to renegotiate, with two levers per client, and lists under-served clients who look profitable but are a churn risk.
- Best for
- Agency owners and ops leads at month-end close, before invoicing and renewals
- Works from
- CSVs of contracts, SOW scope, time entries, internal cost per hour, and shipped deliverables
- You get
- Delivery margin and effective rate per client, scope creep flags, and a renegotiation list
4. Client Brand Voice
Client Brand Voice builds separate voice guidelines for each agency client, stored in that client's own folder, and reviews drafts against one named client's guidelines with line-level suggested edits.
Putting one client's tone in another client's copy is the fastest way to look careless. This skill works on one client per run, searches only the sources you scope to that client, and never falls back to another client's guidelines. Everything it produces is a draft for the account lead, and nothing is saved without approval.
- Best for
- Copywriters and account leads writing for many client brands at once
- Works from
- Brand materials in the sources you scope to one client, such as a Drive folder or Slack channel
- You get
- Draft voice guidelines per client, plus line-level suggested edits on drafts you review
5. New Business Pitch Builder
New Business Pitch Builder turns an audit of a prospect's paid, organic, and funnel data into a pitch with prioritized gaps, confidence-discounted opportunity sizing in gross profit, and a 90-day engagement outline.
Pitches come out of the same hours as client delivery, so they need to be fast and credible. Every number traces to an input line and a stated assumption, and the skill shows raw and adjusted values so you present the conservative figure and can defend it. It will not run without the prospect's AOV and gross margin, and it is not meant for a prospect who has shared no data.
- Best for
- Founders and new business leads preparing a pitch, audit deck, or renewal case
- Works from
- Prospect's paid, Search Console, and funnel exports, your benchmarks, plus AOV and margin
- You get
- Prioritized gaps, confidence-adjusted opportunity in gross profit, and a 90-day engagement outline
6. Ad Account Audit
Ad Account Audit runs six hygiene checks on a paid search or paid social account export, covering tracking gaps, pacing outliers, disapproved and limited ads, naming drift, negative-keyword coverage, and stale creative, with findings ranked by severity.
A defensible first-week findings list sets the tone with a new client. The audit separates spend that is actually wasted from spend that is unmeasured or at risk, and tells you to quote only the wasted figure, which protects your credibility on the follow-up call. Its evidence lines can go straight into a client email.
- Best for
- Paid media leads onboarding an account or running a recurring hygiene pass
- Works from
- Campaign, ad, keyword, and search term CSV exports for one account and one date range
- You get
- Severity-ranked findings, each with evidence, a fix, and the dollars at issue
7. Google Ads Change History
Google Ads Change History answers what changed on a client's Google Ads account and who changed it, as a read-only timeline grouped by day and user with budget, bid, status, and setting changes tagged.
When a client asks why their budget went down last week, you can answer from the account's own change history instead of guessing. The skill labels automated sources such as auto-applied recommendations, rules, and scripts, flags changes made from the client's own email domain, and drafts a neutral reply for the account lead. Who made each change is shown for the last 30 days, and days 31 to 90 show only which items changed.
- Best for
- Account leads answering a client's question about what changed in their account
- Works from
- Google Ads API credentials and a client profile with the customer ID; queries are read-only
- You get
- Change timeline of up to 90 days, plus a draft escalation summary and suggested client reply
8. MCC Security Audit
MCC Security Audit is a read-only scan of your Google Ads manager account tree that flags unexpected manager links, unknown or over-privileged users, pending invitations, recent access changes, and accounts not mapped to a client.
The Google Ads interface shows access one account at a time, while an attacker who phishes a client admin can work across many. The skill is adapted from an open-source audit built after a real incident in which hostile external MCCs were linked to client accounts through compromised client admin credentials. It changes nothing in Google Ads, and every fix is a manual step you approve. Its live API queries have not yet been run against a real account tree, so the skill says to start with a small one.
- Best for
- Agency owners and ops leads, quarterly and whenever a client reports odd changes
- Works from
- Google Ads API credentials for your manager account, client profiles, and an optional allowlist
- You get
- Severity-ranked access findings with exact account IDs and a recommended manual action
9. GEO / AI Search Audit
GEO / AI Search Audit checks whether AI answer engines can reach, read, and quote a client's website, scoring crawler access, passage citability, structured data, technical and on-page health, and llms.txt.
Clients are asking why they do not show up in ChatGPT or Perplexity answers, and a technical first pass is a concrete service to offer. The audit reads only public pages, can benchmark the client against competitors in its profile, and hands the account lead a draft to review. Its scores measure readiness, not actual AI citations.
- Best for
- SEO and content leads scoping an AI search or technical SEO sprint for a client
- Works from
- The client's public website from its client profile, plus optional competitor URLs
- You get
- Draft client report with a prioritized fix list, draft llms.txt, and Organization JSON-LD
How should agencies choose which AI skills to start with?
Start with one recurring task that has a clear right answer and eats senior time, usually month-end reporting or mid-month pacing, and add the next skill once the first runs cleanly on real client data.
Pick work where the output can be checked. Client Report Builder, Budget Pacer, and Retainer Scope Tracker compute their numbers in a script, and Budget Pacer prints a reconciliation line proving the recommended budgets add up to each client's commitment. An account lead can verify that kind of answer instead of judging prose.
Run the sample before touching client data. Every skill here ships example data and an expected output, and its instructions say to stop if the sample does not match. Then give each skill one owner who sets the agency-specific inputs: campaign floors and ceilings for Budget Pacer, your naming convention for Ad Account Audit, your target margin for Retainer Scope Tracker.
Check what each skill needs. Most work from exports your team already pulls, like campaign reports, daily spend, time entries, and each SOW's scope table. Google Ads Change History and MCC Security Audit call the Google Ads API with read-only queries and need API credentials plus a client.json profile per client. GEO / AI Search Audit needs only the client's public website.
- Start with monthly reporting or pacing, the work every client sees.
- Choose skills whose output an account lead can verify, like reconciled budgets.
- Run each skill's bundled sample and confirm it matches the expected output.
- Give each skill one owner who sets your agency's thresholds and conventions.
- Add Google Ads Change History and MCC Security Audit once client profiles and API credentials exist.
How do agencies run these skills together in Type?
In Type, each client can have its own Space with its ad accounts, analytics, and files connected, and the whole account team runs the same skills there, in Slack or the Type app, with Claude or Codex.
Connect your tools once, then assign them to the Spaces that need them, with team and individual permissions. One Space per client keeps every account team on the same context, history, and deliverables, and skills like Client Brand Voice are built never to mix one client's material into another's. Install skills from the library, then run them in Slack or the Type desktop and mobile apps with Claude or Codex, using the subscriptions you already pay for.
Recurring skills can run on a schedule as automations, for example a weekly pacing check, a report draft after month end, or a quarterly MCC Security Audit. Client Brand Voice, Google Ads Change History, and GEO / AI Search Audit mark client-facing output as a draft for the account lead, so a person still decides what gets sent. When someone improves a skill, such as adding your naming convention or report template, the whole team gets the improvement.
See how Type for agencies works for account teams, then start with the skill that matches the work your team repeats most.
Frequently asked questions
What is an AI skill?
An AI skill is a reusable package of instructions, scripts, and sample data that Claude or Codex follows the same way every time. For an agency, that means month-end reporting or budget pacing produces the same structure and math for every client, no matter who on the account team runs it.
How is an AI skill different from a prompt?
A prompt is a one-off instruction whose results depend on who writes it. A skill packages instructions with scripts, a data contract, sample data, and an expected output, so the model gathers inputs and writes the summary while the script does the math. You can run the bundled sample to confirm a skill works before trusting it with client data.
Do these skills work with Claude and Codex?
Yes. In Type, your team can run every skill in this guide with Claude or Codex, using the subscriptions you already pay for. Skill packages are plain SKILL.md folders, so they also work in other agent environments that read SKILL.md, such as Claude Code and Codex.
Do these AI skills change anything in client ad accounts?
No. Client Report Builder, Budget Pacer, Ad Account Audit, Retainer Scope Tracker, and New Business Pitch Builder run on exported files, and their scripts never call an ad platform. Google Ads Change History and MCC Security Audit use read-only Google Ads API queries, and GEO / AI Search Audit only reads public web pages. Recommended changes, like new daily budgets or removing an unknown manager link, are made by your team after approval.
Can we customize these skills for each client?
Yes. Client Brand Voice, Google Ads Change History, MCC Security Audit, and GEO / AI Search Audit share one client.json profile per client: a required name plus optional fields such as the website, Google Ads and other account IDs, competitors, goals, and notes. Other skills take per-run settings, such as a contracted ROAS floor in Client Report Builder, a naming convention in Ad Account Audit, or a target delivery margin in Retainer Scope Tracker. In Type, a Space per client can keep those profiles, files, and outputs together.
Where can I find more AI skills for agencies?
The Type Skills Library at type.com/library/skills publishes every skill in this guide with its instructions, scripts, sample data, and expected output. Each skill has its own page and can be installed into Type, and because the packages are plain SKILL.md folders, you can read exactly what a skill does before running it on client work.