Template Library

Agency Document Templates

These pages help you understand what to include in each document and then generate a PDF using the matching tool.

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Templates

Proposal Template

Structure: cover letter, problem understanding, scope, pricing, and next steps.

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Scope of Work (SOW) Template

Define deliverables, exclusions, assumptions, and change request flow.

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Service Agreement / SLA Template

Payment terms, term and cancellation, confidentiality, and basic service levels.

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Invoice Template

Line items, taxes, totals, due date, and payment link conventions.

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Client Onboarding Checklist Template

What to ask for on day one: assets, access, approvals, and timelines.

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Work-for-Hire Agreement Template

Protect ownership: IP assignment, confidentiality, and delivery expectations.

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Retainer Pricing Guide

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

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