Free Resource

5 Templates that Help You Attract, Keep, and Satisfy Your Clients
These templates will assist your agency in acing every phase of your client engagement, from acquiring new business to sharing your successes with clients.
LIFETIME ACCESS FOR

199.00

The Sales Meeting Playbook

With these templates, you can attract, keep, and satisfy your clients.
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Corporate Proposal
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Statement of Work (SOW)
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Preventing Scope Creep
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Customer Onboarding
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Quarterly Business Review (QBR)
Templates for goal-setting, defining deliverables, preventing scope creep, and much more.

We are aware that generating fantastic client campaigns or utilizing cutting-edge technologies to advance your marketing and sales takes more of your time than producing quarterly business reviews. Yes, us as well.

However, to maintain client satisfaction and establish a long-term relationship, business people are also aware of the importance of a well-written quarterly business review. The proposal, Onboarding, and all other touchpoints throughout the customer lifecycle are equivalent in this regard.

For this reason, we used the experience of thousands of Agency Plot Agency Partners to produce five templates that will help you attract, keep, and delight customers.
Use these five templates to win new business, establish goals, decide on priorities, specify deliverables, manage expectations, prevent scope creep, and communicate your outcomes. Use them from the beginning of a strong proposal through the end of a quarterly business review.

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This is the least sexy, most “boring” type of content we could possibly create.

But it’s the stuff that will actually lead to more traffic, leads, clients, and revenue.

There’s no fluff, no clickbait, no listicles. Each walkthrough we create is extremely detailed and actionable

Rakesh Oberoi

Before discovering the Agency Plot SOP Library, our agency was struggling to build internal processes. We wanted to systematize everything, but found the task daunting. With the SOP Library, not only were we able to model how Agency Plot did things, but we learned a much better way to manage our system. Even better, we realized there were more efficient ways of doing things than we had been doing them.

Tim Berry
CEO - Reputation Local

Chris Rodriguez

As I’m building my agency, I have been looking to build and acquire tangible resources to help me scale – including digital marketing SOPs.

After much searching, and trial and error, I was referred to Agency Plot and could not be happier. This is granular and detailed, and will help me accelerate the growth of my business. The value for the cost is unmatched.

Chris Rodriguez
Owner - iExcel

Kaizer Meer

I estimate we save several thousands of dollars each month by being more effective and action-oriented through the use of these SOPs.

Joshua Watson
SEO Director - Spiral Marketing Agency

Mike Kennedy

I run a digital marketing agency team and have been in digital marketing over a decade, and no one has broken down these topics in as clear and well-organized way as the Agency Plot team.
Mike Kennedy
Owner - Stikky Media
Boost the size of your business with these resources
LIFETIME ACCESS FOR

199.00

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Corporate Proposal
N
Statement of Work (SOW)
N
Customer Onboarding
N
Preventing Scope Creep
N
Quarterly Business Review (QBR)

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5 Templates to Help You Win, Retain, and Delight Your Clients