The battle-tested templates behind the agencies that close, deliver, and grow.
Whether you’re launching your first agency or tightening systems inside an existing one, this all-in-one toolkit gives you every document, template, and script you need to run like a pro — plus concise training videos that show you how to use each one with confidence.
📦 What You’ll Get Inside:
✔️ Onboarding Document Template
Make a smooth, professional first impression and align your new clients from day one.
✔️ Off-boarding Document Template
Close out client relationships gracefully while setting up referrals, re-signs, or testimonials.
✔️ Former Client Tracker
Stay in touch, follow up at the right time, and unlock repeat revenue opportunities.
✔️ Cold Email Outreach Sequences
Plug-and-play templates that drive responses without sounding like spam.
✔️ Social & Ad Reporting Templates
Deliver reporting that proves ROI without drowning your client in fluff.
✔️ Agency Pitch Deck Template
Pitch your agency like a pro — clear, compelling, and conversion-focused.
✔️ Cold Call Script & Flow
Tried-and-true script + objection handling flow to keep your calls smooth and direct.
✔️ Agency Business Plan Template
Get crystal clear on your goals, metrics, and operating model — even if you're just starting.
✔️ Lead Magnet Document Template
Attract qualified leads with a downloadable resource built to convert.
✔️ Agency Brand Bible Template
Define your visual identity, tone, and guidelines to stay consistent across platforms.
✔️ Influencer Marketing Tracker
Manage partnerships, payments, and performance — all in one place.
🎥 BONUS: Video Walkthroughs for Each Template
Each download comes with a concise training video where we walk you through:
No fluff — just real strategy + simple instructions.