Templates for agency owners
Copy them into a doc, Notion or an email and fill in the brackets. Free, no sign-up. For the numbers, see the free calculators.
The new client kit
What to send, in order, from yes to the first month of work.
All templates
- Social media management proposal →
An outline for a one-page proposal that wins retainers: the problem, the plan, what's included, price and next step.
- Client onboarding checklist →
Everything to collect and set up in a new client's first week, so month one starts on time.
- Monthly client report →
A one-page report structure clients actually read: results against the goal, what worked, what changes next.
- Social media content calendar →
A month-at-a-glance calendar structure for one client: pillars, formats, channels, status and approval.
- Discovery call questions →
Twenty questions for a first call with a prospective client, in the order that gets to budget and fit fastest.
- Retainer terms checklist →
The terms to agree before a retainer starts: scope, revisions, notice, payment and ownership. Not legal advice.
- New client questionnaire →
The questions to send a client the day they sign, so the kickoff call is about decisions, not discovery.
- Kickoff meeting agenda →
A 45-minute agenda for the first call with a new client: goals, scope, approvals and the first 30 days.