Agency

18

  • Roll up KPIs across many clients and flag who needs attention

  • Turn a month of channel exports into a client-ready report

  • Write a weekly client status update

  • Requested

    Plan agency capacity and utilization by person

  • Requested

    Prepare a pitch audit for a prospect

  • Requested

    Prepare a quarterly business review for a client

  • Requested

    Price a retainer from hours and margin targets

  • Requested

    Respond to an RFP for marketing services

  • Requested

    Run a client health score review

  • Requested

    Write a 90-day plan for a new client

  • Requested

    Write a change request for out-of-scope work

  • Requested

    Write a client email explaining a performance drop

  • Requested

    Write a client offboarding checklist and handover doc

  • Requested

    Write a client onboarding questionnaire and access checklist

  • Requested

    Write a scope of work with clear exclusions

  • Requested

    Write an agency case study from a client result

  • Requested

    Write an agency new business outreach sequence

  • Requested

    Write SOPs for recurring account tasks

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