RESOURCES FOR YOUR TEAM
Templates
Practical resources to support your agency workflows. Downloads will appear here when they are ready.
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Client onboarding checklist
A reusable Excel checklist with owners, dates and an illustrative example.
Client intake form
A short, editable form for new agency enquiries.
Client onboarding questionnaire
An editable project briefing questionnaire for goals, scope and approvals.
Monthly client reporting checklist
A reusable checklist for sources, observations and next actions.