LEADS
One place for enquiries.
Bring the information your team needs into a workflow designed around your actual lead sources.
DIGITAL TOOLKIT FOR AGENCIES & FREELANCERS
Get the files to check a client's visibility in AI answers, automate everyday work, and prepare proposals and reports. You customize and deliver the work for your clients.
Pay once · Unlimited client use · Digital files, not a course

Buy the toolkit.
Use it for your client work.
ALSO FROM STEMSSTACK
We develop custom CRM systems for teams that need a clearer way to capture leads, manage follow-ups, and see their sales pipeline.
Explore custom CRM developmentCustom development is a separate scoped service, not included in the Agency Vault.

LEADS
Bring the information your team needs into a workflow designed around your actual lead sources.
FOLLOW-UPS
Make ownership, status, and the next action visible instead of relying on scattered messages.
YOUR SETUP
Discuss branding, fields, access, integrations, and deployment before development begins.
WHAT YOU GET
These are downloadable files—not hosted software or a done-for-you service. Choose a module, add your details, and test it for your client.

MODULE 01
AEO / GEO Audit System: use the checklist and prompts to see whether AI answers mention your client. Record findings in the scoring sheet and client report.
See the audit tools
MODULE 02
Automation Blueprints: three n8n workflows for new leads, monthly reports, and email reply drafts. Add your accounts and credentials, then test.
See the 3 workflows
MODULE 03
Client Delivery Templates: edit the proposal, Statement of Work, and retainer pricing sheet. Explain what you will deliver and what it costs.
See the client templatesPay $29 for the complete Vault and access the 12 included files.
Add API credentials to workflows. Customize the audit, proposal, and report templates.
Run the audit or test the automation, then present the work using the included templates.
01 / AI SEARCH VISIBILITY
Go beyond a handful of ChatGPT prompts. Run a structured audit and give your client a view of the evidence, the gaps, and the next steps.
Use a defined query set and record the answer, engine, and cited sources.
Separate citation observations, content, crawler access, entities, and source footprint.
Present the evidence in a client-facing report with clear limitations.
Weighted visibility score

02 / AUTOMATION BLUEPRINTS
Lead capture. Client reporting. Email triage. Three practical workflows with importable JSON and setup guidance.
Start from a connected workflow architecture.
Configure credentials, map fields, and customize the logic.
Validate real inputs and agree on the operating boundaries.
03 / CLIENT DELIVERY
Package the work with the same care you put into the implementation. Define deliverables, set expectations, and make the next step clear.
Connect the business challenge to a defined engagement.
Document deliverables, responsibilities, and change control.
Separate implementation from ongoing support.
CLIENT PROPOSAL
Prepared for your next client engagement.
Illustrative template layout. Customize for each engagement.
A STRONGER STARTING POINT
| The work | Building from scratch | Starting with StemsStack |
|---|---|---|
| Research | Assemble your own audit approach | Start with a documented methodology |
| Scoring | Design criteria and weighting | Five weighted sections and a scoring CSV |
| Workflow architecture | Map each process from a blank canvas | Import and customize three blueprints |
| Documentation | Write setup and handoff guidance | Use the included guides as a foundation |
| Client delivery | Create proposal, scope, and reporting formats | Adapt connected delivery templates |
| Testing | Define the observation and test structure | Start with a query set and setup guidance |
THE RIGHT FIT
BUILT FOR IMPLEMENTERS
KNOW BEFORE YOU BUY
Read JSON. Import workflows. Set API credentials. Customize logic. Discuss scope with clients. Your n8n environment and third-party usage costs are separate.
BUILT FOR GLOBAL AGENCY WORK
Designed for agencies and automation freelancers serving clients in the United States, United Kingdom, Australia, Canada, New Zealand, and other international markets.
USD PRICING
$29 one-time, shown and charged through Whop. Your bank or payment provider may apply currency conversion or local fees.
INSTANT DIGITAL ACCESS
Open the files through Whop after purchase, then download, customize, and test them in your own environment.
REGION-READY TEMPLATES
The proposal, SOW, and pricing structures are editable. Localize spelling, currency, tax language, privacy terms, and contracts for each market.
SIMPLE, TRANSPARENT PRICING
Start with lifetime Vault access. Add ongoing updates only if they fit your practice.
$29 / once
12 core files, plus the v1.2 quality companion.
Technical configuration required. Provider API and hosting costs are separate. Not production-certified for your accounts.
Included with Vault
Ask setup and troubleshooting questions in the shared member channel.
The existing $19/month membership offers the same chat access, with no distinct extra deliverable for Vault owners. We are not recommending that duplicate purchase.
Read the membership clarificationExisting billing can be managed through Whop. This clarification does not change or cancel an existing subscription.
Put the purchase in the context of a client project. If you price a scoped audit or implementation at $1,000–$3,000, that project’s fee exceeds the $29 Vault price. This is an illustrative comparison, not an income promise. Actual pricing and results depend on your market, positioning, execution, costs, and scope.
TRANSPARENCY BY DESIGN
Our public self-audit will show the query set, dated observations, section scores, and what we changed.
Our evidence standardPublic self-audit coming soon.
FROM THE FIELD GUIDE
Practical reading for the work between the pitch and the handoff.

From a scoped query set to a weighted score and a practical implementation backlog.
Read the guide
A practical way to package discovery, implementation, testing, and ongoing ownership into a clear client offer.
Read article
Build a report that connects evidence to decisions, with readable findings and a concrete next step.
Read articleBEFORE YOU START
A clear scope for the product, just like the work you deliver.
Read all FAQsThree modules and 12 implementation files: four AEO/GEO audit files, three n8n workflow JSON files, a shared setup guide, three client delivery templates, and a getting-started guide. The v1.2 download also includes a quality companion with 111 local regression checks, a configuration checklist, sandbox acceptance cases, and a cost calculator.
Neither. The Agency Vault is a downloadable implementation toolkit. You buy the files once, configure them for your environment, and use them in client delivery.
You should be comfortable importing JSON, configuring API credentials, changing field mappings, and testing workflow logic. Familiarity with Make helps, but the included importable workflows are for n8n.
Yes. The Vault includes unlimited client usage. You may customize the systems for client projects; you may not resell or redistribute the Vault as your own standalone product.
The Vault does not include done-for-you setup or client delivery. Your team is responsible for credentials, configuration, testing, deployment, and the scope agreed with your client.
Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO) describe work to make information accessible, understandable, and useful to systems that generate answers. StemsStack uses an evidence-based AI-search audit to assess that work.
FROM FRAMEWORK TO DELIVERY
Audit the opportunity. Build the system. Deliver the work.
One-time payment · Unlimited client use