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11 resources · 3 steps

Free resources for Agencies & Professional Services

Marketing, design and web agencies, studios and small professional-services firms with a team.

With a team, the risk moves from finding work to delivering it profitably: following up every enquiry, scoping tightly, getting what you need from clients on time, and knowing which jobs actually made money.

This selection follows an engagement from enquiry to case study. Freelancers will find a lighter selection in their own collection.

These are general small-business resources chosen because they fit this kind of work. Unless its name says otherwise, none is made only for one industry — adapt the wording and figures to your business.

Step 1: Win and scope the engagement

  1. 1. Marketing & SalesSales Enquiry & Follow-up TrackerKeep every lead, its stage and the next follow-up in one shared list.SpreadsheetDownload spreadsheet
  2. 2. Quotes & PaymentsClient Intake & Discovery PackRun discovery calls the same way, whoever takes them.TemplateYou get: Word · PDFDownload templates
  3. 3. Quotes & PaymentsService Proposal BuilderProposals that keep one-off and monthly fees apart, in PDF and Word.Document builderYou get: PDF · WordOpen proposal builder
  4. 4. Quotes & PaymentsScope of Work TemplatesAgree deliverables and exclusions before the team starts.TemplateYou get: Word · PDFDownload templates

Step 2: Deliver with the client

  1. 5. Running Your BusinessClient Content & Asset Request PackAsk for logos, copy and images in one list and track what is received and approved.TemplateYou get: Word · PDFDownload templates
  2. 6. Customers & ReviewsProject Communication PackWeekly progress reports, a feedback sheet and a decision log the client can see.TemplateYou get: Word · PDFDownload templates
  3. 7. Quotes & PaymentsChange Order TemplateRecord changes to scope, price and dates with the client’s decision.TemplateYou get: Word · PDFDownload template

Step 3: Know what each job made

  1. 8. Pricing & ProfitJob Profitability SpreadsheetCompare estimated and actual revenue and costs, including time spent, for each job.SpreadsheetDownload spreadsheet
  2. 9. Running Your BusinessEmployee vs Contractor Cost CalculatorCompare hiring with using a contractor for the same work.CalculatorOpen calculator
  3. 10. Marketing & SalesMarketing ROI CalculatorFor marketing agencies: report what a client’s marketing returned after costs.CalculatorOpen calculator
  4. 11. Marketing & SalesCustomer Case Study TemplateWrite up results with evidence and the client’s permission to publish.TemplateYou get: Word · PDFDownload templates

Not covered yet

There is no retainer or resource-planning tool, and no client reporting dashboard. Tell us what would help.

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