Templates, Guides, and Checklists

Proposal Template

What to include in a winning agency proposal and a structure you can reuse.

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Scope of Work Template

Deliverables, exclusions, assumptions, and change requests in one clean SOW.

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Invoice Template

Invoice structure for agencies: line items, tax, totals, due date, and payment link.

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Service Agreement / SLA Template

Practical sections to include in a simple agreement (payment, cancellation, IP, confidentiality).

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Client Onboarding Checklist Template

Speed up kickoff: what to request on day one (assets, access, approvals).

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Work-for-Hire Agreement Template

Protect ownership with a clear freelance work-for-hire agreement outline.

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Retainer Calculator Guide

How to price monthly retainers using hours, rate, and an overhead buffer.

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