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.

Client reporting

Streamline client reporting with our practical template. Enhance transparency, accountability, and client satisfaction effortlessly.

Competition analysis

Master your market with our competitor analysis template - the key to unlocking strategic insights and outperforming competitors.

Customer service training plan

Transform your team with our customer service training plan – perfect for enhancing skills, customer satisfaction, and service excellence.

User persona

Explore our user persona template to gain deep insights into your audience, streamline your marketing, and enhance product development. Start now!

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.

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.

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.

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.

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.

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.

Operational plan

Discover how our operational plan template can streamline your business goals into actionable steps for improved efficiency and team collaboration.

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.

Case study

Elevate your case studies with our user-friendly template. Craft compelling narratives that resonate and inspire. Start your story now.

Policy memo

Refine your policy memo process with our comprehensive template, ensuring clarity, structure, and impact in communication.

Customer interview

Discover how our customer interview template can transform your business insights and foster real growth. Learn more today.

Marketing campaign proposal

Discover how our Marketing Campaign Proposal Template can streamline your planning and amplify your marketing success. Try it now.

Account plan

Maximize client engagement with our account plan template. Streamline management, set clear goals, and enhance strategic decisions for growth.

Project outline

Streamline planning with our versatile project outline template, ideal for managers and teams seeking structured yet adaptable project execution.

Interview

Streamline your hiring process with our expertly crafted interview template, designed for fair and effective candidate evaluations.

User stories

Discover how our user stories template can streamline your development process, enhancing communication and user satisfaction effectively.

Interview guide

Elevate your interviews with our expertly crafted interview guide template – the key to insightful and structured conversations.

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.

Contractor agreement

Explore the benefits of using a contractor agreement template to ensure clear roles, financial transparency, and efficient project management.

Communication plan template

Elevate your organization's communication with our strategic communication plan template. Tailor messages, engage audiences, and track success.

Employee action plan

Discover how our employee action plan template can streamline your team's growth and improve workplace performance efficiently.

Mood board

Explore our mood board template to streamline your creative process, ensuring clarity, collaboration, and visual harmony in your projects.

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.

Persona template

Maximize engagement and increase your profits with our persona template, tailored for marketing, sales, and content creation professionals.

Company media kit

Discover how our company media kit template can transform your brand's story into an asset for growth and engagement.

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.

Brand board

Discover our brand board template - the perfect tool to unify and showcase your brand's visual identity with ease.

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.

Pitch deck

Elevate your pitch deck with our pitch deck template. Create, share, and present seamlessly. Your journey to impact starts here.

Q&A template

Improve customer engagement with our Q&A Template. Elegantly organize answers, ensuring a seamless and satisfying user experience.

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.

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.

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.

Scope of work

Elevate your project management across all industries with our scope of work template. Achieve clarity, efficiency, and success.

Event planning brief

Craft impactful events effortlessly with a strategic planning template. Align objectives for memorable experiences.

Executive memo

Discover the executive memo template: streamline communication, enhance decision-making, and boost efficiency in your organization.

Executive summary

Enhance your business communication with our executive summary template, perfect for crafting influential, concise summaries.

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.

Press release

Enhance your media strategy with our press release template – perfect for clear, impactful, and professional communication.

Product brief

Empower your product vision with our adaptable product brief template. Structured guidance for seamless innovation.

Strategic project brief

Discover how our strategic project brief template can streamline your planning process and align projects with your business goals.

Marketing campaign brief

Explore our marketing campaign brief template to effectively plan, execute, and measure your marketing strategy for optimal results.

Agency onboarding

Discover a seamless agency onboarding process with our comprehensive template designed for clarity and effective collaboration.

Marketing proposal

Discover how our marketing proposal template can streamline your pitch, showcase your agency's expertise, and attract the ideal clients.

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.

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.

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Agencies Templates

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