Free templates for agencies
Everything an agency needs to run clients - written, ready to copy, and free. Grab the template, or skip the doc entirely - Forge can build and look after the automated version for you, on a monthly plan.
Templates are the static version. Forge builds and looks after the automated one for you - branded, and kept up to date.
Grab one - or have it automated
Client onboarding checklist
the 6-phase checklist to start every client cleanly.
→ automated version: a live onboarding flow.open the template →Statement of work (SOW) template
scope, deliverables, timeline and payment, without the ambiguity.
→ automated version: a client portal.open the template →Client status report template
the weekly update that kills "any update?" emails.
→ automated version: a live status page.open the template →Agency proposal template
win the deal with a clear, persuasive proposal.
→ automated version: a branded proposal + portal.open the template →Retainer agreement template
lock in recurring revenue with clear scope and terms.
→ automated version: a client portal with invoices.open the template →Change order template
document a scope, timeline or fee change - and get it approved.
→ automated version: a client portal.open the template →Creative brief template
align everyone before work starts - audience, message, deliverables.
→ automated version: a live intake form.open the template →Project kickoff agenda
turn a signed contract into momentum on the first call.
→ automated version: a branded onboarding flow.open the template →NDA template
protect confidential info shared with clients, freelancers and partners.
→ automated version: a client portal.open the template →Invoice template
line items, terms and a pay-by link - laid out to get you paid faster.
→ automated version: a client portal with payments.open the template →Master service agreement (MSA)
sign the terms once, then add SOWs under it - no fresh negotiation each time.
→ automated version: a client portal.open the template →Client offboarding checklist
wrap up cleanly and turn a good ending into testimonials and referrals.
→ automated version: a branded handover.open the template →Case study template
the client's problem, your approach, and the result that wins the next deal.
→ automated version: a branded proof page.open the template →Service level agreement (SLA)
response times and service commitments that turn 'we'll get to it' into a number.
→ automated version: a client portal.open the template →Discovery questionnaire
the questions that surface goals, audience and constraints before you scope.
→ automated version: a live intake form.open the template →Client welcome packet
the warm what-happens-next that sets the tone the moment a client signs.
→ automated version: a branded onboarding flow.open the template →Project plan template
phases, milestones, owners and dates that turn scope into a schedule.
→ automated version: a live plan clients can see.open the template →Agency rate card
present your packages and day rates so pricing conversations move faster.
→ automated version: a branded pricing page.open the template →Project quote & estimate
a clear, itemised price with a validity date - the fast pre-SOW yes.
→ automated version: quotes clients approve in a click.open the template →Brand guidelines template
logo, colour, type and voice in one doc that keeps a brand consistent.
→ automated version: living guidelines in a portal.open the template →RFP response template
a structured, win-ready reply to a request for proposal.
→ automated version: a branded response portal.open the template →Content calendar template
plan posts and campaigns by date, channel, topic and owner.
→ automated version: a live calendar clients can see.open the template →App inventory spreadsheet
every app, owner, cost and connection on one page - and where data gets typed twice.
→ done for you: the ops audit.open the template →Hours-lost worksheet
log a normal week and see which manual task costs your team the most hours.
→ done for you: the ops audit.open the template →Ops audit template
map the apps, talk to the team, count the hours, pick the first fix.
→ done for you: the ops audit.open the template →Client portal requirements checklist
what a portal must do before you buy or build one.
→ automated version: a client portal on your own accounts.open the template →More templates added regularly.
Why agencies have Forge automate it instead
A template is a starting point you still have to fill in, send, chase, and version. Forge turns the same thing into an automation we build, look after and keep improving for you - onboarding flows, portals, status pages - working with the tools you already use. No code or tech on your side.
See how it works →