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Agencies Templates

Organize and streamline the daily tasks at an agency with this collection of templates. From project management and reporting, to client relationship management and onboarding, our customizable templates make it easy to stay on top of the little things, and have more time for the big ones. Both functional and beautiful, our agency templates are guaranteed to catch your clients’ attention.

Craft Free Template: Client reporting
Client reporting
Streamline client reporting with our practical template. Enhance transparency, accountability, and client satisfaction effortlessly.
Craft Free Template: Competition analysis
Competition analysis
Master your market with our competitor analysis template - the key to unlocking strategic insights and outperforming competitors.
Craft Free Template: Customer service training plan
Customer service training plan
Transform your team with our customer service training plan – perfect for enhancing skills, customer satisfaction, and service excellence.
Craft Free Template: User persona
User persona
Explore our user persona template to gain deep insights into your audience, streamline your marketing, and enhance product development. Start now!
Craft Free Template: Client meeting agenda
Client meeting agenda
Elevate your client meetings with our comprehensive agenda template, designed to streamline discussions, align on objectives, and foster collaboration for project success.
Craft Free Template: Client reporting meeting agenda
Client reporting meeting agenda
Streamline your client reporting meetings with our comprehensive agenda template, designed to enhance transparency, foster collaboration, and help you and your clients align on strategies for success.
Craft Free Template: Competitive landscape analysis
Competitive landscape analysis
Uncover strategic insights with our competitive landscape analysis template, designed to help you understand competitors, market trends, and customer needs for informed decision-making.
Craft Free Template: Competitor SWOT analysis
Competitor SWOT analysis
Use our competitor SWOT analysis template to gain insights into your competitors' strengths, weaknesses, opportunities, and threats. Develop strategies that enhance your competitive edge.
Craft Free Template: Marketing game plan
Marketing game plan
Elevate your marketing strategy with our comprehensive marketing game plan template, designed to align efforts with business goals, engage your audience, and measure success for continuous improvement.
Craft Free Template: Marketing proposal meeting agenda
Marketing proposal meeting agenda
Elevate your marketing proposal presentations with our structured meeting agenda template, designed to cover all key aspects, engage clients, and lay the foundation for successful marketing strategies.
Craft Free Template: Operational plan
Operational plan
Discover how our operational plan template can streamline your business goals into actionable steps for improved efficiency and team collaboration.
Craft Free Template: Project management proposal
Project management proposal
Elevate your project management with our comprehensive proposal template. Tailored for clarity and professionalism, it's the perfect tool to articulate your plan and engage clients effectively.
Craft Free Template: Case study
Case study
Elevate your case studies with our user-friendly template. Craft compelling narratives that resonate and inspire. Start your story now.
Craft Free Template: Policy memo
Policy memo
Refine your policy memo process with our comprehensive template, ensuring clarity, structure, and impact in communication.
Craft Free Template: Customer interview
Customer interview
Discover how our customer interview template can transform your business insights and foster real growth. Learn more today.
Craft Free Template: Marketing campaign proposal
Marketing campaign proposal
Discover how our Marketing Campaign Proposal Template can streamline your planning and amplify your marketing success. Try it now.
Craft Free Template: Account plan
Account plan
Maximize client engagement with our account plan template. Streamline management, set clear goals, and enhance strategic decisions for growth.
Craft Free Template: Project outline
Project outline
Streamline planning with our versatile project outline template, ideal for managers and teams seeking structured yet adaptable project execution.
Craft Free Template: Interview
Interview
Streamline your hiring process with our expertly crafted interview template, designed for fair and effective candidate evaluations.
Craft Free Template: User stories
User stories
Discover how our user stories template can streamline your development process, enhancing communication and user satisfaction effectively.
Craft Free Template: Interview guide
Interview guide
Elevate your interviews with our expertly crafted interview guide template – the key to insightful and structured conversations.
Craft Free Template: Brand strategy template
Brand strategy template
Master the art of branding with our detailed brand strategy template. From mission to visual identity, learn how to craft a brand that resonates and stands out in the market.
Craft Free Template: Contractor agreement
Contractor agreement
Explore the benefits of using a contractor agreement template to ensure clear roles, financial transparency, and efficient project management.
Craft Free Template: Communication plan template
Communication plan template
Elevate your organization's communication with our strategic communication plan template. Tailor messages, engage audiences, and track success.
Craft Free Template: Employee action plan
Employee action plan
Discover how our employee action plan template can streamline your team's growth and improve workplace performance efficiently.
Craft Free Template: Mood board
Mood board
Explore our mood board template to streamline your creative process, ensuring clarity, collaboration, and visual harmony in your projects.
Craft Free Template: Content brief
Content brief
Discover our content brief template – a must-have tool for marketers and content creators. Streamline your strategy, connect with your audience, and boost SEO with a clear, easy-to-use format.
Craft Free Template: Persona template
Persona template
Maximize engagement and increase your profits with our persona template, tailored for marketing, sales, and content creation professionals.
Craft Free Template: Company media kit
Company media kit
Discover how our company media kit template can transform your brand's story into an asset for growth and engagement.
Craft Free Template: Blue ocean strategy
Blue ocean strategy
Explore the blue ocean strategy template to innovate and dominate new market spaces. Learn to differentiate in competitive markets with our comprehensive guide.
Craft Free Template: Brand board
Brand board
Discover our brand board template - the perfect tool to unify and showcase your brand's visual identity with ease.
Craft Free Template: Org chart
Org chart
Discover a dynamic way to explore your company’s structure with our unique visual org chart template. Interactive, detailed, and visually engaging - ideal for clarity and efficient planning.
Craft Free Template: Pitch deck
Pitch deck
Elevate your pitch deck with our pitch deck template. Create, share, and present seamlessly. Your journey to impact starts here.
Craft Free Template: Q&A template
Q&A template
Improve customer engagement with our Q&A Template. Elegantly organize answers, ensuring a seamless and satisfying user experience.
Craft Free Template: Virtual team lunch
Virtual team lunch
Elevate your remote team's spirit with our virtual team lunch template. Engage, connect, and enhance team dynamics in a fun and structured virtual setting.
Craft Free Template: Change management plan
Change management plan
Elevate your approach to organizational change with our change management plan template. Tailored for professionals seeking effective, structured strategies for managing transitions.
Craft Free Template: Content strategy
Content strategy
Boost your online presence with our content strategy template. Craft impactful, audience-focused content with sections for goal-setting, target audience and competitive analysis.
Craft Free Template: Scope of work
Scope of work
Elevate your project management across all industries with our scope of work template. Achieve clarity, efficiency, and success.
Craft Free Template: Event planning brief
Event planning brief
Craft impactful events effortlessly with a strategic planning template. Align objectives for memorable experiences.
Craft Free Template: Executive memo
Executive memo
Discover the executive memo template: streamline communication, enhance decision-making, and boost efficiency in your organization.
Craft Free Template: Executive summary
Executive summary
Enhance your business communication with our executive summary template, perfect for crafting influential, concise summaries.
Craft Free Template: McKinsey 7S framework
McKinsey 7S framework
Unite strategy, structure, and culture with our McKinsey 7S framework template. Ideal for leaders and teams pursuing excellence and strategic harmony. Begin your organizational evolution now.
Craft Free Template: Press release
Press release
Enhance your media strategy with our press release template – perfect for clear, impactful, and professional communication.
Craft Free Template: Product brief
Product brief
Empower your product vision with our adaptable product brief template. Structured guidance for seamless innovation.
Craft Free Template: Strategic project brief
Strategic project brief
Discover how our strategic project brief template can streamline your planning process and align projects with your business goals.
Craft Free Template: Marketing campaign brief
Marketing campaign brief
Explore our marketing campaign brief template to effectively plan, execute, and measure your marketing strategy for optimal results.
Craft Free Template: Agency onboarding
Agency onboarding
Discover a seamless agency onboarding process with our comprehensive template designed for clarity and effective collaboration.
Craft Free Template: Marketing proposal
Marketing proposal
Discover how our marketing proposal template can streamline your pitch, showcase your agency's expertise, and attract the ideal clients.
Craft Free Template: Client Dashboard Template
Client Dashboard Template
A Client Dashboard is a page that's shared with clients to give them all the information they might need about a project's status in a single location.
Craft Free Template: Client Onboarding Template
Client Onboarding Template
A client onboarding document is sent to new clients to give them the most important information about working with you.

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The agency template collection includes templates for project management, reporting, client relationship management, and onboarding. This growing collection has been built to help support people working in agencies with all aspects of their work.