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Agency Templates and Checklists

Free templates you can copy, customize, and use today - from cold outreach checklists to client proposals and SOPs.

Template

Cold Outreach Checklist: 15 Steps Before You Hit Send

15-step checklist to maximize your cold outreach response rates - from research to send to follow-up.

6 min read
Template

Agency Client Proposal Template (Copy and Customize)

A complete client proposal template for agencies - just fill in your details, customize, and send.

8 min read
Template

25 Discovery Call Questions for Agency Sales Calls

25 powerful discovery call questions organized by category to qualify prospects and close more deals.

7 min read
Template

Client Onboarding Checklist for Agencies

A step-by-step onboarding checklist to set up new clients for success from day one.

6 min read
Template

Agency Retainer Agreement Template

A professional retainer agreement template covering scope, deliverables, payment terms, and termination.

8 min read
Template

The 5-Email Follow-Up Sequence Template

A proven 5-email follow-up sequence template that turns cold prospects into warm conversations.

7 min read
Template

Free SEO Audit Template for Agency Pitches

A comprehensive SEO audit template to use in agency pitches - demonstrate value before they sign.

7 min read
Template

Social Media Audit Template for Agency Pitches

Audit a prospect's social media presence in 15 minutes - then use the findings to close the deal.

5 min read
Template

Freelance Rate Card Template (With Pricing Examples)

A professional rate card template with pricing examples across common freelance services.

6 min read
Template

Agency SOP Template: Standard Operating Procedures

A ready-to-use SOP template for marketing agencies - document your processes and scale your team.

5 min read

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