Templates for agencies
Every document an agency engagement needs, ready to send.
Win the work with a proposal your client can price themselves, then agree the scope, the retainer and the legal terms. Every template has fields you fill in once, the proposals and SOW carry editable pricing tables, and each one goes out for e-signature from the same place.
Website Launch Proposal
Quote a fixed-scope website project with an optional add-on.
A concise five-page website proposal with scope, a four-week schedule and native pricing: $4,000 plus an optional $500 handover.
Brand Identity Proposal
Let the client choose between three brand packages.
A brand identity proposal where the client chooses one of three packages (Essentials, Signature or Flagship) and adds optional extras. The total updates as they choose.
Marketing Retainer Proposal
Sell an ongoing marketing retainer with monthly tiers.
A monthly marketing retainer proposal with three tiers to choose from, a one-time onboarding fee and an optional tracking audit. The total shows what is due now and what is billed each month.
Agency Statement of Work
Pin down deliverables, milestones and acceptance for one project.
A project SOW for agencies: objectives, deliverables with acceptance criteria, milestones, responsibilities and milestone-based fees, issued under your MSA.
Monthly Retainer Agreement
Agree recurring monthly services after the proposal is accepted.
An agency retainer with a one-time onboarding fee and recurring monthly services — the pricing table totals each billing cadence separately.
Agency Master Services Agreement
Set the legal terms once, then add projects as SOWs.
A plain, balanced MSA for agencies and their clients: one set of terms for fees, IP ownership, confidentiality, liability and termination, with each project added as a SOW. A starting point to review with your lawyer.
This is a starting point, not legal advice. Review it with your lawyer and adapt it to your business and jurisdiction before you use it.
Plain-English Mutual NDA
Protect both sides before a discovery call or pitch.
A short, balanced mutual NDA in plain English for discovery calls, pitches and new-business conversations. Both sides get the same protection. A starting point to review with your lawyer.
This is a starting point, not legal advice. Review it with your lawyer and adapt it to your business and jurisdiction before you use it.
Agency Change Order
Approve extra scope, cost and timing before the work starts.
Approve extra scope before the work starts: what is changing, why, the added cost in a pricing table and the new delivery date, signed by both sides.
Creative Brief
Get sign-off on objectives, audience and message before creative work.
A one-page-style creative brief that agency and client sign off before creative work starts: objective, audience, single key message, deliverables, guardrails, timing and approvals.
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