Sales & Marketing Assets
Every document you need to sell, onboard, and train. Generate branded documents with client info, access SOPs, study case studies, and train your team. All in one place.
🚀 Document Generator
Branded Document Generator
Enter client details and instantly generate custom-branded proposals, SOWs, capability statements, and more. Export as PDF or print. No design skills needed.
Labs Templates
Infrastructure, deployment, and technical consulting documents. Coral branding for AI/ML and private deployment services.
Agency Templates
Website, SEO, and marketing service documents. Blue branding for creative and growth services.
📄 Sales Collateral
Capability Statement — Labs
One-page overview of Oction Labs' infrastructure and deployment services. Private AI, sovereign compute, compliance.
Capability Statement — Agency
One-page overview of Oction Agency services. Websites, AI-SEO, automation for professional services.
Service Offering — Labs
Detailed service breakdown: Private AI Deployment, Agent Systems, Data Pipelines. Pricing and deliverables.
Service Offering — Agency
Velocity website + AI-SEO bundle. Custom web design, development, and organic growth services.
Pricing Schedule — Agency
Complete pricing for all Agency services. Websites, retainers, and add-ons.
Proposal Template — Labs
Project proposal for AI deployment engagements. Scope, timeline, pricing structure.
Proposal Template — Agency
Project proposal for website and marketing engagements. Deliverables and milestones.
Statement of Work — Labs
Formal SOW for technical deployments. Deliverables, acceptance criteria, terms.
Statement of Work — Agency
Formal SOW for creative and marketing projects. Timeline, milestones, revisions.
Select Your Industry
📋 SOPs & Processes
Client Onboarding
Step-by-step process for onboarding new clients. From contract signature to first value delivery.
AI Deployment
Technical SOP for deploying private AI infrastructure. Hardware requirements, installation, testing.
Project Handoff
Internal handoff from sales to delivery. Documentation, context transfer, kickoff scheduling.
Data Anonymization
Process for de-identifying client data before storage. k-anonymity gates, audit trails.
📊 Case Studies
AI SEO: 340% Organic Traffic Growth
How Velocity AI-SEO increased organic traffic for a professional services firm from 1,200 to 5,300 monthly visitors in 6 months.
Automation ROI: $180K Annual Savings
Document processing automation reduced manual work by 35 hours/week, delivering $180K in annual labor cost savings.
Private AI Deployment: Healthcare
On-premise AI deployment for a healthcare clinic. HIPAA-compliant, 4-hour response time, full data sovereignty.
Website Launch: 3-Week Turnaround
Custom website built and launched in 3 weeks including content, design, and AI-SEO foundation.
🎓 Training Materials
Platform Overview
Introduction to the Oction platform, tools, and systems for new team members.
Agent System Deep-Dive
How the agent mesh works. Julian, Lucius, Atlas, and the broader agent ecosystem.
Security & Compliance
Data handling, privacy requirements, and security protocols every team member must know.
Sales Methodology
Oction sales approach: discovery, demonstration, proposal, and close.
📞 Phase 2: Outreach & Scripts
GEO/AEO Sales Script Pack
Required reading. Complete 6-part methodology with Belfort framework, tonality guidance, looping mechanics, objection handlers. 30 min read.
Cold Outreach Pack
Email templates, LinkedIn scripts, 4-touch follow-up sequence. GEO/AEO positioning included.
Pre-Call Brief — Finance
Finance/wealth management vertical. Pain points, GEO/AEO research prompts, talking points.
Pre-Call Brief — Engineering
NDT/geotechnical. Invisible losses, RFP shortlist dynamics.