Free Agency and Client Templates
These templates cover the full client cycle for agencies and freelancers: pitch, proposal, statement of work, onboarding, creative brief, reports, quarterly reviews, invoices, and the case study at the end.
They look like the work of a studio, not a word processor. The AI fills them in with your client, your scope, and your results.
22 templates, all free to customize and download as a PDF. Need something else? The AI case study writer writes one from your notes.
Client Onboarding Guide template
A warm, professional client welcome guide covering how you work, communication norms, tools, reporting cadence, and what you need from clients to start strong.
Agency Case Study template
A professional marketing agency case study with challenge, solution, and results structure. Includes metrics callout boxes, pull quotes, and a campaign timeline.
Agency Pricing Guide template
A polished service pricing guide with three tiered packages, add-ons, and a comparison table. Great for digital marketing agencies and consultants to share with prospects.
Client Project Proposal template
A polished freelance project proposal with scope, deliverables, timeline, pricing, and payment terms. Pre-filled with a web redesign and brand refresh example.
Brand Guidelines template
A sophisticated brand identity document with color palette swatches, typography specimens, voice & tone examples, and brand values. Built for agencies, startups, and design teams.
Freelance Statement of Work template
A legally clear freelance statement of work with project scope, deliverables, milestones, payment schedule, revision policy, and intellectual property terms.
Client Welcome Packet template
A warm, premium welcome packet for service businesses: a welcome letter, how you work, a process timeline, what you need from the client, communication rules, policies, key contacts, and next steps.
Photography Pricing Guide template
An elegant pricing guide for wedding and portrait photographers with collections, a comparison table, session prices, add-ons, a payment plan, booking steps, and an FAQ.
Brand Style Guide template
A clean brand style guide with logo versions and clear-space rules, a color palette with HEX, RGB, and CMYK values, accessible color pairs, a type scale, imagery direction, and application mockups.
Design Case Study template
A story-driven design case study for brand and packaging studios. It walks through the challenge, a before/after spread, the identity system, packaging, a client quote, and results with a revenue chart.
Creative Brief template
A numbered creative brief with the objective, audience, key insight, mandatories, deliverables, budget, and sign-off. Built for agencies and brand teams to align before a campaign starts.
Client Onboarding Pack template
A multi-page onboarding pack that walks a new client through access, setup, and the first weeks of a project. Covers logins, accounts, timelines, and who to contact.
QBR Presentation template
A quarterly business review deck for account and client teams, with a scorecard against the quarter's objectives and key results, metric cards, and a next-quarter roadmap. Pre-filled with a logistics-software client example.
Sprint Report template
A sprint-end client update for software and product teams, with the sprint goal, burndown numbers, what shipped, risks, and what the client needs to do next. Pre-filled with a two-week dispatch-software sprint.
Film Treatment template
A director's treatment for pitching a short film or commercial, with the concept, a shot list, a shooting schedule, and a crew call sheet. Pre-filled with a trail-running brand film.
Agency Pitch Deck template
A new-business pitch deck for agencies. It states the problem with real data, pitches the big idea, lays out a 90-day plan, and closes with the investment and projected ROI.
Monthly Marketing Report template
A data-dense monthly marketing report for agencies and in-house teams. It covers a KPI dashboard, a daily revenue chart, a channel breakdown, what worked, and next month's priorities.
Project Milestone Invoice template
A phased project invoice with milestone line items, a subtotal and tax breakdown, payment methods, and a notes section. Pre-filled for a three-phase brand and website project.
Statement of Work template
A formal statement of work with engagement terms, deliverables, what is explicitly excluded, a timeline, pricing, and a signature block. Built for a design or consulting engagement.
Brand Identity Proposal template
A client-facing brand identity proposal with a kickoff-call recap, a three-phase process, logo directions compared side by side, a deliverables timeline, and a fixed-fee investment breakdown.
Software Development Proposal template
A client proposal for a custom software or app build, with scope broken into phases, a delivery timeline, a team page, fixed-fee pricing, and a signature page. Pre-filled with a patient-booking app example.
Quarterly Business Review template
A landscape quarterly business review deck with headline KPIs, revenue by month and channel, a goals-vs-actual table, and a next-quarter roadmap with owners and dates.
Guides
- How to Write a Statement of Work (SOW): Sections, Example, and Mistakes
- How to Write an Annual Business Review (and a Quarterly Business Review)
- How to Make an Invoice (What to Include, Step by Step, With an Example)
- How to Write a Campaign Post-Mortem (Sections, Example, and Mistakes)
- Workflow: From Client Brief to Delivered PDF
- Client Deliverable PDF: What "Client-Ready" Means (Hierarchy, Branding, References)
More template categories
- Proposal and Quote Templates
- Invoice and Billing Templates
- HR and Employee Templates
- One-Pager and Sales Templates
- Startup and Business Plan Templates
- Marketing Report Templates
- Strategy and Consulting Templates
- Brochure, Catalog, and Newsletter Templates
- Nonprofit Templates
- Real Estate Templates
- Book and Cookbook Templates
- eBook and Digital Product Templates
- Education and Course Templates
- Fitness, Meal Plan, and Wellness Templates
- Event, Wedding, and Planner Templates