Free Agency Resources & Templates
Battle-tested templates, checklists, and frameworks to help you improve client experience, streamline operations, and grow your agency.
Client Experience Audit Checklist
40-Point Checklist Across 8 Categories
Evaluate and improve every touchpoint of your client experience. This comprehensive checklist helps agencies identify gaps and opportunities to deliver exceptional client experiences.
Productized Service Pricing Templates
15 Ready-to-Use Package Examples with Pricing
Stop reinventing the wheel. These battle-tested pricing templates help you package and price your services for maximum profitability and client clarity.
Agency Operations Audit Template
Score Your Operations Across 8 Categories
Identify operational bottlenecks holding your agency back. This comprehensive audit helps you score your operations from 1-5 across critical categories and prioritize improvements.
Client Onboarding Workflow Template
Complete 30-Day Onboarding Playbook
A step-by-step workflow template to onboard new clients smoothly, set expectations, and start projects on the right foot.
Agency Metrics Dashboard Template
Track the 25 KPIs That Matter Most
A comprehensive metrics framework to track agency health, client success, and team performance. Know exactly what to measure and why.
Scope of Work Template
Bulletproof SOW Framework
A comprehensive scope of work template that protects your agency, sets clear expectations, and reduces scope creep.
Client Proposal Template
High-Converting Proposal Framework
A proven proposal structure that wins more business by focusing on client outcomes, not just deliverables.
Agency Hiring Scorecard
Evaluate Candidates Objectively
A structured scoring system to evaluate agency candidates consistently and hire A-players who fit your culture.
Project Brief Template
Capture Requirements Right the First Time
A comprehensive project brief template that captures all requirements upfront and prevents misunderstandings.
Retainer Pricing Calculator
Calculate Your Profitable Retainer Rate
A spreadsheet calculator to help you price retainer agreements profitably, accounting for all costs and desired margins.
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