Templates & Guides

Ready-to-use templates for client management, project delivery, and business operations. Streamline your agency with professional documents and proven processes.

15+
Templates
4
Categories
Ready
To Use
Professional
Quality

Template Categories

Comprehensive collection of templates organized by business function

Client Management Templates

Client Intake Questionnaire
Google Form + PDF

Comprehensive form to gather all necessary information during discovery phase

Includes:

Business overview questions
Technical requirements
Budget and timeline
Success metrics
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Project Proposal Template
Word Doc + PDF

Professional and customizable proposal template for new projects

Includes:

Executive summary
Scope of work
Timeline and milestones
Pricing structure
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Client Contract Template
Word Doc

Legally sound contract template protecting both parties

Includes:

Terms and conditions
Payment terms
Intellectual property
Cancellation policy
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Project Delivery Templates

Project Plan Template
Excel + Notion

Structured template outlining phases, tasks, and timelines

Includes:

Project phases
Task breakdown
Resource allocation
Risk assessment
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Client Update Report
PowerPoint + PDF

Template for providing regular progress reports to clients

Includes:

Progress summary
Completed milestones
Next steps
Issue tracking
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Testing Checklist
Excel + PDF

Comprehensive QA checklist for all service types

Includes:

Functionality tests
Integration tests
User acceptance criteria
Performance metrics
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Business Operations

Standard Operating Procedures (SOPs)
Notion + PDF

Documented processes for consistent service delivery

Includes:

Service delivery workflows
Quality standards
Client communication
Team procedures
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Pricing Calculator
Excel + Google Sheets

Dynamic pricing tool for different service packages

Includes:

Service pricing matrix
Complexity multipliers
Profit margin calculator
Proposal generator
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Resource Planning Template
Excel + Notion

Template for managing team capacity and project allocation

Includes:

Team capacity planning
Project timeline
Resource allocation
Workload balancing
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Sales & Marketing

Cold Outreach Templates
Word Doc + Text

Email and LinkedIn message templates for prospecting

Includes:

Industry-specific emails
Follow-up sequences
LinkedIn connection requests
Value propositions
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Case Study Template
Word Doc + InDesign

Structure for creating compelling client success stories

Includes:

Challenge description
Solution overview
Implementation details
Results and metrics
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Sales Presentation Deck
PowerPoint + Keynote

Professional presentation template for client meetings

Includes:

Company overview
Service explanations
Case studies
Pricing options
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Sample Standard Operating Procedures

Proven workflows for consistent service delivery across all project types

Chatbot Development SOP
1
Client requirements gathering
2
Conversation flow design
3
Platform setup and configuration
4
Knowledge base integration
5
Testing and optimization
6
Deployment and training
7
Ongoing maintenance
Web App Development SOP
1
Technical requirements analysis
2
UI/UX design and prototyping
3
Database design and setup
4
Frontend development
5
Backend integration
6
Testing and quality assurance
7
Deployment and handover
Automation Workflow SOP
1
Process mapping and analysis
2
Tool selection and setup
3
Workflow design and testing
4
Integration configuration
5
Error handling setup
6
Documentation and training
7
Monitoring and optimization

Pricing Guidelines

Reference pricing structure for different service types and complexity levels

Custom Chatbot

Simple
1-2 weeks
Timeline
$2,500 - $5,000
Price Range
Single platformBasic integrationsStandard features

Custom Chatbot

Complex
3-4 weeks
Timeline
$5,000 - $15,000
Price Range
Multi-platformAdvanced integrationsCustom features

Web Application

Simple
2-3 weeks
Timeline
$5,000 - $15,000
Price Range
Basic functionalityStandard designSimple integrations

Web Application

Complex
4-8 weeks
Timeline
$15,000 - $50,000
Price Range
Advanced featuresCustom designComplex integrations

Automation Workflow

Simple
1 week
Timeline
$1,000 - $3,000
Price Range
2-3 app integrationBasic logicStandard triggers

Automation Workflow

Complex
2-4 weeks
Timeline
$3,000 - $10,000
Price Range
5+ app integrationComplex logicCustom triggers

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