Pricing, scope, onboarding, delivery, and reporting tools for agencies and consultants—templates and calculators you can use today.
Marketing, design, and creative agencies managing multiple client accounts with varying scope and billing arrangements.
Independent consultants who need professional-grade templates for proposals, scoping, and client communication.
Teams of 2-15 people who handle client work and need lightweight but effective operational tools.
A clean SOW template that reduces ambiguity—deliverables, milestones, assumptions, acceptance criter...
A client-friendly creative brief template that gets the inputs you actually need—goals, audience, co...
A kickoff checklist + meeting agenda that prevents day-one confusion—roles, timeline, comms, approva...
If you're setting up client operations from scratch, work through these Templates in order:
Templates are a start. Corcava ties them together with time tracking, client portals, and project management.
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