Free Templates & Resources
Everything you need to run your agency more professionally. All free. No email required.
Templates
Client Onboarding Checklist
A 32-item checklist covering pre-kickoff, kickoff day, and week 1. Interactive and printable.
Freelance Contract Template
A complete service agreement covering scope, payment, IP rights, revisions, and termination.
Invoice Template
A professional invoice template with all required fields, payment terms, and late fee clauses.
Project Brief Template
A structured brief that captures client goals, audience, deliverables, and success metrics.
Proposal Template
A 8-section proposal template for agencies and freelancers — with pricing table and e-signature.
Client Email Templates
Welcome emails, intake questionnaires, kickoff reminders, and late payment follow-ups.
Scope Change Order
A formal change order template that protects your revenue when client scope expands.
Kickoff Meeting Agenda
A structured agenda for your first client meeting — covering goals, timeline, and communication.
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