Resources
Templates.
Ready-to-copy templates for the parts of agency work worth standardising.
Template · 5 min
Social media report template: a monthly report that builds itself
A free social media report template for agencies — paste your numbers into one tab and the report computes itself: month-over-month deltas, the best post of the month, cost per lead and a 12-month trend chart. Works in Google Sheets and Excel.
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Template · 5 min
Social media content calendar template (with client approval built in)
A free content calendar template for Google Sheets and Excel with the piece other templates skip: a client approval workflow — statuses, sign-off record, version log.
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Template · 5 min
Client onboarding questionnaire for agencies
The questions worth asking every new client before the first brief — brand voice, approval chain, assets, channels — ready to copy into your own process.
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