Corcava logoLa única herramienta empresarial que necesitasCorcava
Menú
Soluciones
Industrias
DiseñadoresReclutamiento de RRHHFirmas LegalesBienes RaícesConsultoríaMarketing DigitalContabilidadEcommerceDesarrollo de Software
Producto
FuncionesIntegraciones
BlogDescargar
Recursos
TemplatesDocumentaciónMCPPreguntas frecuentesAPIComparacionesHoja de rutaNovedades$ Programa de afiliados
Precios
Prueba gratuita de 14 días

No se requiere tarjeta de crédito

Client Ops Toolkit

Who This Toolkit Is For

Agencies

Marketing, design, and creative agencies managing multiple client accounts with varying scope and billing arrangements.

Consultants

Independent consultants who need professional-grade templates for proposals, scoping, and client communication.

Small Service Teams

Teams of 2-15 people who handle client work and need lightweight but effective operational tools.

Templates by Category

Pricing & Packaging

Scope Control

Onboarding & Intake

Delivery & Handoffs

Visibility & Portals

Suggested Reading Order

If you're setting up client operations from scratch, work through these Templates in order:

  1. 1Design Rate Card Template — Establish your pricing foundation
  2. 2Billable Utilization Calculator — Understand your capacity
  3. 3Scope of Work Template — Define what you're delivering
  4. 4Creative Brief Template — Gather the right inputs
  5. 5Project Kickoff Checklist — Start projects right
  6. 6Retainer Tracker + Change Request Form — Manage ongoing work

Connect These to Your Workflow

Templates are a start. Corcava ties them together with time tracking, client portals, and project management.

Start Free Trial

No se requiere tarjeta de crédito