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Agency & Client Resources

Proposal templates and client onboarding checklists for marketing teams and consultants. 2 resources and growing.

Templates

Template

Digital Marketing Proposal Template

A structured proposal format with executive summary, scope, timeline, pricing, case studies, and terms. Ready to customize.

Checklists

Checklist

Client Onboarding Checklist

Everything to collect and set up in the first 14 days: access credentials, brand assets, tracking setup, and kickoff meeting agenda.

More agency resources coming soon. New resources added weekly.

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Agency Resources (7)

Client Onboarding Checklist (34 Points)

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