Templates, calculators, checklists, and playbooks to run client work with less chaos—pricing, scope control, client portals, outreach, and chat-based workflows.
Practical tools built for agencies, consultants, and small service teams who manage clients, projects, and follow-ups daily.
Our most popular downloads—start here if you're not sure where to begin.
A plug-and-play rate card template (with examples) to price design work clearly—services, roles, tie...
Client OpsA copy/paste command list to capture tasks, assign owners, set due dates, and get reminders—designed...
Chat OpsA template for tracking cold outreach sequences—steps, timing, replies, and conversions. Works with...
Email OutreachA simple calculator to understand utilization, capacity, and bench time—plus a clear way to turn the...
Client OpsA complete client onboarding checklist covering welcome communication, information gathering, projec...
Client OpsTrack retainers without scope drift—hours/deliverables, renewal dates, usage, and what to do when a...
Client OpsPricing, scope, onboarding, delivery, and reporting Templates for agencies and consultants.
Run tasks, reminders, and updates from Telegram. Checklists, templates, and command cheat sheets.
Track sequences, improve deliverability, and run Gmail-based outreach cleanly.
View all Email Outreach TemplatesNot sure where to start? Follow this path based on where you are in your client engagement lifecycle:
Set rates, build packages, calculate utilization. Start with the Rate Card Template and Utilization Calculator.
Scope the work, align expectations. Use the SOW Template, Creative Brief, and Kickoff Checklist.
Manage scope, track retainers, handle changes. Grab the Retainer Tracker and Change Request Form.
Reach out, nurture leads, stay visible. Check out the Outreach Sequence Tracker and Deliverability Checklist.
See what other agencies and consultants are using.
Download counts coming soon—check back after we've collected more data.
These templates work great standalone—but they're even better when connected to your CRM, time tracking, and client portal.
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