Templates
Ready-to-use documents for common agency deliverables and internal records.
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.
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.