Free Agency Resources & Templates

Evaluate and improve every touchpoint of your client experience. This comprehensive checklist helps agencies identify gaps and opportunities to deliver exceptional client experiences.

Stop reinventing the wheel. These battle-tested pricing templates help you package and price your services for maximum profitability and client clarity.

Identify operational bottlenecks holding your agency back. This comprehensive audit helps you score your operations from 1-5 across critical categories and prioritize improvements.

A step-by-step workflow template to onboard new clients smoothly, set expectations, and start projects on the right foot.

A comprehensive metrics framework to track agency health, client success, and team performance. Know exactly what to measure and why.

A comprehensive scope of work template that protects your agency, sets clear expectations, and reduces scope creep.

A proven proposal structure that wins more business by focusing on client outcomes, not just deliverables.

A structured scoring system to evaluate agency candidates consistently and hire A-players who fit your culture.

A comprehensive project brief template that captures all requirements upfront and prevents misunderstandings.

A spreadsheet calculator to help you price retainer agreements profitably, accounting for all costs and desired margins.

A collection of pricing templates, rate cards, and proposal frameworks to help you price services confidently and win more business.

Email templates for onboarding, project updates, feedback requests, and more. Save time and maintain professional client communication.

A practical playbook with step-by-step growth strategies to scale your agency. From client acquisition to operational excellence.

A spreadsheet template for tracking agency revenue, expenses, and profitability. Know your numbers and make data-driven decisions.

A structured framework for collecting, analyzing, and acting on client feedback. Improve satisfaction, retention, and referrals.

Ask the right questions before starting any project. 50+ discovery questions organized by category — business background, goals, audience, budget, timeline, and more.

A ready-to-use client intake form that collects essential business info, brand assets, logins, and project details — so you can start work without chasing information.

Ready-to-use email templates for every stage of the agency-client relationship — from new lead response to project completion, including late payment reminders and scope change notifications.

A structured QBR agenda template with talking points, preparation checklist, and follow-up process. Prevent churn and surface upsell opportunities every quarter.

A spreadsheet framework for tracking true profitability per client — including direct costs, allocated overhead, and hidden time drains that most agencies miss.

A structured worksheet for breaking down agency projects into tasks, estimating hours, adding buffers, and calculating profitable pricing — so you stop losing money on bad estimates.