THE SMALL AGENCY PLAYBOOK
Software and workflows
for small digital agencies.
Explore practical guidance for client onboarding, reporting and approvals. Find guides and templates for your next workflow.
MADE FOR SMALL TEAMS
Good work needs
good systems.
When your team wears many hats, the right process makes room for the work that matters. Explore practical ideas for managing clients, choosing software and keeping projects moving.
WHERE TO FOCUS
Three moments that matter.
Client
onboarding
Set expectations, gather the right information and begin projects with clarity.
Explore the topic →02 / SHOW PROGRESS↗Client
reporting
Turn updates into useful conversations about progress and next steps.
Explore the topic →03 / KEEP MOVING↗Content
approvals
Bring feedback together and help everyone understand what happens next.
Explore the topic →THE LATEST
Ideas for better agency work.
Client Onboarding Questionnaire for Marketing Agencies
A copyable onboarding questionnaire for marketing agencies, with required questions, optional discovery prompts, and a clear review process.
A Practical Client Reporting Workflow for Small Agencies
A practical process for reporting progress, explaining context and agreeing on next steps.
A Client Approval Workflow for Agency Content
A clear way to collect feedback, confirm approval and hand off client content.
Client Intake Form for a Digital Agency
Collect essential information for a first agency conversation without requesting sensitive access details.
Client Onboarding Checklist for Small Agencies
A practical client onboarding checklist for small digital agencies, with owners, deadlines, handoff rules, and a reusable template.
A CLEARER WAY TO WORK
Less friction.
More momentum.
Start with the part of your agency workflow that needs a little more clarity.
Start exploring ↗