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All My Agency Documents We Used

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Do You Want to Save Time & Get Access to All the Agency Documents That We Used, Including the Proposal Template?
Here’s your chance. Get All My Agency Documents that I Used.

I have listed all the documents that took me over 12 years to put together while running my digital agency.

Proposal

  •     Proposal Template
  •     Proposal Agreement
  •     Capabilities Presentation

Employees

  •     How to bonus on profitability of the project
  •     Scorecard for executive bonus plans
  •     Key Employee Agreement
  •     Project manager job posting
  •     Business development executive (sales) job posting

Financial Documents

  •     Goal setting document
  •     Cash flow spreadsheet (Performa)

Legal Agreements

  •     Operating Agreement
  •     Contractor Agreement + NDA
  •     Referral Agreement
  •     Employee Seperation Agreement
  •     Release of Claims Agreement
  •     Terminating a Client Letter
  •     NDA between you and company
  •     NDA between company and possible company wanting to buy you

Project Document

  •     Creative Brief Document
  •     Project Plan Document
  •     Client Edits and Changes Document

Approval Documents Clients would Sign off on

  •     Final Client Changes Checklist
  •     Change Order Form
  •     Project Approval & Launch
  •     Concept Approval Document

Checklist Documents

  •     Design Team Checklist
  •     New Project Setup Checklist
  •     File Folder Checklist

Workflow Process

  •     Creative Process Workflow
  •     Development Process Workflow
  •     On boarding New Client Workflow

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