Agency Templates Library
Free, editable contracts, checklists, briefs and proposals for running an agency. Download a template, add your branding and get to work.
Contracts & Agreements
View all 11 →Signable, binding documents that govern the agency and client relationship.
Agency Retainer Agreement
The core retainer contract, ready to brand.
Get template →SEO Retainer Agreement
Scope and deliverables for monthly SEO work.
Get template →PPC Management Retainer Agreement
Management fee, ad spend and reporting, kept apart.
Get template →Creative Agency Retainer Agreement
Capacity, revisions and source files in writing.
Get template →Web Development Retainer Agreement
Maintenance scope, SLA, backups and what is not included.
Get template →Social Media Retainer Agreement
Posts, approvals and account access per cycle.
Get template →Client Service Agreement (MSA)
The legal terms you sign once with every client.
Get template →Statement of Work (SOW)
Scope, deliverables, acceptance and milestones per project.
Get template →Service Level Agreement (SLA)
Response times, uptime and service credits.
Get template →Non-Disclosure Agreement (NDA)
Mutual by default, for pitches and discovery.
Get template →Case Study Release Form
Written permission to publish client results.
Get template →Onboarding
View all 8 →Taking a client on, and seeing them out: checklists and the intake questionnaire.
Client Onboarding Checklist
The 3-phase onboarding checklist for any agency.
Get template →SEO Client Onboarding Checklist
Access, baseline and Search Console set up in week one.
Get template →Social Media Client Onboarding Checklist
Voice, content pillars and the approval workflow.
Get template →PPC Client Onboarding Checklist
Conversion tracking, MCC access and billing ownership.
Get template →Web Design Client Onboarding Checklist
Content owners, assets, brief and sitemap.
Get template →Creative Agency Client Onboarding Checklist
The full brand kit before the first concept.
Get template →Project Intake / Discovery Questionnaire
The discovery questions to ask before you scope.
Get template →Client Offboarding Checklist
A clean exit: handover, access and a referral.
Get template →Change Request Form
Turn scope creep into a priced, approved decision.
Get template →Creative Brief
One message, one approver and the mandatories.
Get template →Client Proposal
Client problem first, value before price, tiered.
Get template →Invoice
Itemised, with a real due date and a deposit option.
Get template →Templates Start the Relationship. Clientish Runs It.
Turn your intake questionnaire into an onboarding form, your retainer into recurring billing and your proposals into signed orders, all in one branded client portal.