Templates gallery
Don’t start from a blank page.
Templates for the work an agency does every month. Insert one into a doc in a click and make it your own.
Monthly client report
Results, finished tasks, budget and the plan for next month.
Marketing strategy
Goals, audience, channels and measurement in one place.
Campaign brief
A brief the agency and the client both agree on.
Content calendar
Topics, channels and publishing dates a month ahead.
SEO audit
Technical health, content and links, with fixes in priority order.
Meeting notes
Agenda, notes and action items that become tasks.
Project kickoff
Client onboarding: contacts, access and first steps.
Procedure (SOP)
A repeatable process step by step, so anyone can do it.
Proposal
Scope, schedule and price for a new client.
Your own templates
Save any doc as a template and your whole team finds it when creating a new doc.
Work that ends at zero.
Start with one space for your tasks, docs and plan. Invite clients and teammates when you need them. Clients get access free.