100% Free Resources

Free agency resources & templates

Free scorecards, templates and worksheets for agency owners. Each one is usable on the page without signing up. Most also come as an Excel workbook with working formulas and a PDF copy, sent when you enter your email.

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Audit Template

Agency operations audit template

Score Your Operations Across 8 Categories

Free agency operations audit: score 32 criteria from 1 to 5 across 8 areas of your agency, then total the score and decide what to fix first.

Score 32 criteria from 1 to 5 using written descriptions for levels 1, 3 and 5
Area subtotals show the two weakest areas to fix first
Excel workbook: automatic totals, area ranking and a 40-point client experience checklist with owners and due dates
Download Free Audit
Checklist

Agency metrics dashboard: 25 KPIs

What to Put on Your Dashboard and How to Calculate It

The 25 KPIs for an agency dashboard across revenue, clients, delivery, team and sales, each with the formula to calculate it. Free, no sign-up to view.

A formula or definition for every KPI
Grouped into five areas so you can build one dashboard tab per area
Excel dashboard: enter monthly numbers and every KPI calculates, with a year of example data
Download Free Dashboard
Audit Template

Agency hiring scorecard

16 Criteria, Scored 1 to 5, for Every Candidate

Free agency hiring scorecard: rate candidates 1 to 5 on 16 criteria across skills, communication, culture fit and practical fit, for a total out of 80.

Score every candidate for a role against the same 16 criteria
Written descriptions for scores of 1, 3 and 5
Running total out of 80 as you score, plus must-have checks
Download Free Scorecard
Templates

Agency pricing toolkit

15 Editable Service Package Templates

Free agency pricing toolkit: an Excel rate card, retainer tier and package pricing workbook, 15 editable service package templates and a printable PDF.

15 package scopes for web, brand, social, content, SEO, video, podcast and strategy work
Edit each package on the page and download it as a text file
Excel workbook: rate card, three retainer tiers and all 15 packages priced from your costs and target margin
Get Free Toolkit
Templates

Agency financial tracker

Monthly P&L, Cash and Client Profitability Spreadsheet

Free agency financial tracker: an Excel workbook for monthly revenue, expenses, profit and cash, plus profit per client after overhead.

Monthly revenue, expenses, gross and net profit, closing cash and receivables
Profit per client with overhead allocated by hours or revenue
Formulas included, with example data for a hypothetical agency
Download Free Template
Checklist

Client intake form template

Collect the Right Information from Day One

Free client intake form template for agencies: editable onboarding intake, discovery questionnaire and project brief you can copy or download as text.

Stop chasing clients for basic information
Start projects faster with everything upfront
Consistent onboarding for every client
Download Free Template
New Benchmark Hub

Agency Statistics & Benchmarks

Browse the reviewed statistics hub for current agency benchmarks on pricing, profitability, and market structure, plus broader topic libraries for growth, retention, and operations.

Explore Statistics

Looking for something else? These moved to their own pages:

Client onboarding checklist
Retainer pricing calculator
Client email templates

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