What would you do with more time?

How many HOURS do you spend on paperwork for projects that you end up LOSING? How many proposals do you craft with attention and then the clients STOP responding?

Do you know that response speed is the number one factor for winning a client? Wasting too much time on your responses may already be costing you more than you can imagine.


Success is about being smart with your time

Save hours of paperwork

With our ready-to-use templates collection, you can prepare any document faster. Create unique documents quickly and free your time.

Streamline your sales

Stop reinventing the wheel for every new client request. Start responding to client requests in minutes, instead of days.

Win better clients

Stop confusing your clients and win more projects. Use clear and proven templates to transmit your message more clearly.

Introducing The Agency Kit templates collection

Marketing & Sales Templates

A set of 6 ready-to-use templates to help any agency, freelancer or consultant sell more and answer client enquiries faster. Everything you need to make that sale.


Project Management Templates

A set of 5 ready-to-use templates for managing projects like a pro. Also tools to track your team's time and send clear progress reports to the client.


Financial Reports Templates

Money comes and money goes. This pack includes 6 ready-to-use templates to help you keep your business financials on track.


Design styles included in the collection

Each template included in the collection comes in 9 unique design styles so you can find the perfect one for your agency. 150+ different documents to choose from.

Just pick the one you like, add your logo and you're set.


We love this collection because it changed the way we do business

There are no silver bullets in business. But there are strategies and tactics that help you be better at your job. One of these tactics is using templates. It makes you more productive and it allows you to scale your business.

We built this collection of templates for ourselves, to improve our business - and it helped us win better clients in less time, including S&P 500 companies.

Good Men

Don't just take our word for it

Great proposal Chris, thank you. Please go ahead and start asap.

Gerard F.
Partner, Digital Agency

Thanks a lot! for the updated report. It is all clear now :-) And the new section looks great.

Mats A.
Owner, Software Consultancy Company

What's inside The Agency Kit?

Marketing & Sales Templates

MS-01 Rate Card

A clean and clear rate, easy to adapt to your services and monetization model.

MS-02 Project Proposal

A flexible project proposal template that you can adapt to any project. Easy to add your own branding and to remove sections or add new sections.

MS-03 Curriculum Vitae

A clean Curriculum Vitae template to help your team skills stand out. Focused on transmitting the key information about a person's experience.

MS-04 Case Study

A Case Study is a detailed study of a specific project you've done. It helps you present how you approached the challenge or opportunity, how your product or services were a perfect solution and what results your client has seen after working with you. A mandatory tool for any agency.

MS-05 Website Design Questionnaire

A Website Design Questionnaire is your first step to planning a project. It helps you get a clear understanding of what the client wants. It helps the client understand what they want. This template contains the best questions to ask your client to start your website design project on the right foot.

MS-06 Non-Disclosure Agreement

A non-disclosure agreement is a legally binding contract that establishes a confidential relationship. It is usually the first agreement an agency signs with a potential client, so they can safely exchange the information required to create a proposal.


Project Management Templates

PM-01 Project Status Report

A project status report is a document that describes the progress of a project within a specific time period and compares it against the project plan.

PM-02 Statement of Work

A statement of work or SOW, is a legally binding agreement between a client and a vendor. It defines the scope of work, and the agreed-upon conditions before the project starts.

PM-03 Change Request

Every organization handles change management differently, but a change request form is a simple tool you can use to document and track ongoing changes. This Change Request template contains all the necessary fields to ensure changes are successfully managed.

PM-04 Extended Timesheet

A timesheet that is best used by small teams. Each team member can have their own section and the spreadsheet automatically creates reports with total time spent for each client and each employee.

PM-05 Simple Timesheet (Weekly)

Simple weekly timesheet intended for a single person. This template can be easily printed or sent out by email.


Financial Templates

FIN-01 Cashflow

A cash flow statement is a financial statement that summarizes the amount of cash and cash equivalents entering and leaving a company. The cash flow statement measures how well a company manages its cash position. This template is easy to understand and use and it's a must for any agency.

FIN-02 Profit and Loss Statement

A profit and loss template which is also known as a P&L template or income statement is a financial document which provides a rundown of a business’ expenses, revenues, and losses or profits over a specific time period.

FIN-03 Balance Sheet

A balance sheet template is the financial status statement of a company that lists its liabilities, assets, and the owner’s equity at a specific time period. Simply stated, a balance sheet example shows the net worth of your business.

FIN-04 Customer Statement

This Customer Statement report lists all financial transactions for a customer, including invoices, credit notes and payments. Customer statements allow you to remind your customers about outstanding invoices, or send details of their account activity for their records.

FIN-05 Cash Accounts Register

A simple and easy-to-use cash account register template that automatically calculates your balance based on manually entered debit and credit transactions.

FIN-06 Invoice

A minimal invoice template that you can use to ask your clients for payment of the services you provide. Easy to use and good both for freelancers or small agencies.


Power your business with a single purchase

Unlimited use

A single purchase gets you unlimited use of our templates. Use them on as many projects or businesses as you like using a single license. Share them with your team members.

Lifetime updates

With a single purchase you get lifetime updates. We are constantly improving and extending the collection, with new templates or new design styles added periodically.

Simple pricing

One purchase, no strings attached. Get everything in our collection. Power your entire team and use our templates on unlimited websites projects.

Satisfaction guaranteed

We offer a 30 day money back guarantee. If you aren't satisfied with your templates, don't worry. We'll send you a refund with no questions asked.

Get The Agency Kit

6 x Marketing and Sales templates

5 x Project Management templates

6 x Financial templates

9 x Cover Pages & Letterheads designs

9 x design styles (over 150 documents)

Today's price: $27

Buy Now

The price for The Agency Kit increases each month as we add more goodies to it. With a one-time payment now, you secure your lifetime access.


If you’re not satisfied with The Agency Kit for whatever reason, you're covered by our no-questions-asked 30-day 100% money back guarantee.


How to be a world-class agency?

  1. 1
    Get The Agency Kit today
  2. 2
    Personalize the templates with your branding
  3. 3
    Send professional documents and win better clients

Some things are not worth your time

With The Agency Kit working for you, you can spend less time buried in paperwork - and more time doing what you love.

We believe agency owners should spend most of the time on work they love, the thing that's driving them and that pushed them on the entrepreneurial road in the first place.

That's why we created The Agency Kit. Using these templates, creating documents and responding to clients fast and in a professional manner is a breeze.

All the templates have a minimal design and they focus on functionality. We've made it easy to add your own branding and start using them.


Simple, but powerful - built to suit your agency's workflow

The last thing you need is another app or software.

So, all our templates are compatible with Google Docs suite (Google Docs, Google Sheets) and with Microsoft Office (MS Word and Excel), meaning you can use them with any device and platform you're already using.


Google Docs


Google Sheets


Microsoft Word


Microsoft Excel

Get The Agency Kit

6 x Marketing and Sales templates

5 x Project Management templates

6 x Financial templates

9 x Cover Pages & Letterheads designs

9 x design styles (over 150 documents)

Today's price: $27

Buy Now

The price for The Agency Kit increases each month as we add more goodies to it. With a one-time payment now, you secure your lifetime access.

Free Resource

Project Proposal Template

Save time creating project proposals with this free template.

Download Now


Frequently Asked Questions

It's a collection of templates that you can easily personalize (add your brand and colors) and use them in your agency work (sales and marketing, project management and financial reports).
Once you purchase the product, you'll receive a link that you can use to download the pack. For the Google Docs version, you'll receive a PDF document with instructions and links to get a copy of the templates in your Google Drive.
Nope! All our templates come in MS Word / Excel and Google Docs versions - so you already know how to use it.
You can start using them right away! You'll need a few minutes to add a logo and your company name to the templates, but otherwise they're good to go. Later, you might spend more time refining the design, but it's not really necessary.
While the templates are 99% ready-to-use, when you add your own logo, colors and details the end-result changes in such a way that it’s unique to you. Plus you can edit the templates in any way you like, and add your own flavor to make them match your existing content.
If you’re not satisfied with The Agency Kit for whatever reason, you're covered by our no-questions-asked 30-day 100% money back guarantee. Just send us an email at [email protected] and we'll give you your money back.
We're The Agency Kit - founded by agency owners just like. We've created this collection of templates to improve our business and it worked.