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Agency · Bundle

Complete Agency Starter Kit

The documents and systems to win, onboard and keep agency clients.

The Agency Client Onboarding Kit and Meta Ads Launch Checklist, plus five resources you only get in this bundle: a proposal template, a pricing calculator, 10 SOPs, a client reporting template and a client acquisition system.

Preview of Complete Agency Starter Kit

£79

7 resources · PDF, Word + Excel · instant download

Secure payment by Stripe. Prices in GBP.

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Included with CRM Pro

Get this and every other resource, plus the SholaX CRM, for £49/month. New resources added regularly.

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What's in the bundle

Agency Client Onboarding Kit

Onboard every new client the same professional way.

6 templates · PDF, Word + Excel

£19 on its own

Meta Ads Launch Checklist

Launch Facebook and Instagram ads without the mistakes that waste budget.

60+ checks · PDF

£9 on its own

Agency Proposal Template

A proposal that sells the outcome, not the hours.

Template + example · PDF + Word

Bundle only

Agency Pricing Calculator

Price retainers so every client is profitable.

Calculator · Excel

Bundle only

Agency SOP Pack

10 standard operating procedures so work gets done the same way every time.

10 SOPs · PDF + Word

Bundle only

Client Reporting Template

Monthly reports clients actually read.

Template + example · PDF + Word

Bundle only

Client Acquisition System

A weekly plan to win agency clients, with scripts and a tracker.

System + tracker · PDF, Word + Excel

Bundle only

Who it's for

  • New and growing marketing agencies
  • Freelancers turning into an agency

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