Free templates, checklists, and guides for running an agency
Practical resources, not gated ebooks. Genuinely useful enough to bookmark — and to link to.
Browse by type
Templates
Ready-to-use documents for common agency deliverables and internal records.
Checklists
Step-by-step lists for moments that are easy to get wrong under time pressure.
SOPs
Documented, repeatable processes so work doesn't depend on one person's memory.
Calculators
Interactive tools for estimating agency costs, pricing, and ROI.
Guides
Longer-form, practical explanations of how to run a specific part of an agency.
Prompts
Ready-to-use AI prompts for common agency writing and admin tasks.
Playbooks
End-to-end plans for recurring agency initiatives.
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CRM Migration Checklist
A step-by-step checklist for moving client data out of spreadsheets or a generic CRM without losing history.
Client Onboarding Template
A copy-paste template for onboarding a new client — what to capture on day one, a kickoff-call agenda, and a two-week expectation-setting plan.
Weekly Agency Operations Checklist
A recurring weekly checklist for agency owners and ops leads: overdue invoices, project status across clients, stalled proposals, and team capacity.
Agency Dashboard Template
A single-sheet spreadsheet layout for seeing every active client, project status, and revenue at a glance — no software setup required.
Agency SOP Template
A blank, fillable template for documenting any repeatable agency process — purpose, trigger, steps, owner, and exceptions.
AI Prompt Library for Agencies
Ready-to-use AI prompts for the admin and writing work that eats an agency's week — status updates, meeting notes, proposals, and follow-ups.
Recently added
Claude Prompt Collection
A focused set of prompts built for Claude's strengths — reviewing long documents, restructuring messy notes, and careful client-facing writing.
AI Prompt Library for Agencies
Ready-to-use AI prompts for the admin and writing work that eats an agency's week — status updates, meeting notes, proposals, and follow-ups.
Agency Process Documentation Guide
How to decide which agency processes are worth documenting, how much detail is actually useful, and how to get your team to use the SOPs you write.
Agency SOP Template
A blank, fillable template for documenting any repeatable agency process — purpose, trigger, steps, owner, and exceptions.
Most downloaded
Placeholder ranking based on our featured picks — live download-count ranking is planned for a future update.
CRM Migration Checklist
A step-by-step checklist for moving client data out of spreadsheets or a generic CRM without losing history.
Client Onboarding Template
A copy-paste template for onboarding a new client — what to capture on day one, a kickoff-call agenda, and a two-week expectation-setting plan.
Client Proposal Template
A proposal structure built to win work without over-promising — clear scope, deliverables, timeline, pricing, and terms.
Discovery Call Checklist
The questions to ask on a first call with a prospective client so your proposal is built on facts, not guesses.
AI Prompt Library for Agencies
Ready-to-use AI prompts for the admin and writing work that eats an agency's week — status updates, meeting notes, proposals, and follow-ups.
Everything
CRM Migration Checklist
A step-by-step checklist for moving client data out of spreadsheets or a generic CRM without losing history.
Client Onboarding Template
A copy-paste template for onboarding a new client — what to capture on day one, a kickoff-call agenda, and a two-week expectation-setting plan.
Client Proposal Template
A proposal structure built to win work without over-promising — clear scope, deliverables, timeline, pricing, and terms.
Invoice Template
A professional invoice layout with every field agencies need — scope reference, due date, payment terms, and late-fee language.
Client Meeting Notes Template
A meeting notes format built around decisions and action items, not a transcript — so nothing gets lost between calls.
Project Kickoff Checklist
A checklist for kicking off a new project with an existing client so scope, ownership, and cadence are set before work starts, not discovered mid-project.
Discovery Call Checklist
The questions to ask on a first call with a prospective client so your proposal is built on facts, not guesses.
Client Handoff Checklist
A checklist for handing a client relationship from one team member to another without the client noticing a drop in service.
Weekly Agency Operations Checklist
A recurring weekly checklist for agency owners and ops leads: overdue invoices, project status across clients, stalled proposals, and team capacity.
Agency Dashboard Template
A single-sheet spreadsheet layout for seeing every active client, project status, and revenue at a glance — no software setup required.
Agency KPI Tracker
A month-over-month tracker for the handful of KPIs that actually matter to a small agency — utilization, margin, retention, overdue invoices.
Agency SOP Template
A blank, fillable template for documenting any repeatable agency process — purpose, trigger, steps, owner, and exceptions.
Agency Process Documentation Guide
How to decide which agency processes are worth documenting, how much detail is actually useful, and how to get your team to use the SOPs you write.
AI Prompt Library for Agencies
Ready-to-use AI prompts for the admin and writing work that eats an agency's week — status updates, meeting notes, proposals, and follow-ups.
Claude Prompt Collection
A focused set of prompts built for Claude's strengths — reviewing long documents, restructuring messy notes, and careful client-facing writing.