Agency Toolkit Bundle - onboard, price and run client work
For solo consultants and small agencies who sign new clients regularly and want onboarding, pricing and project tracking in one set.
⚡ Instant electronic delivery📦 3 products - 7 files🧩 Notion + Excel / Google Sheets📝 Word packet + PDF guides
The Agency Toolkit Bundle combines three products in 7 files: the Agency Client Onboarding Kit (editable Word welcome packet, 8-page example PDF, Notion intake form), the Agency Pricing Playbook (35-page PDF in 6 chapters) and the Agency Project Tracker (Notion workspace with 5 databases plus an .xlsx spreadsheet for hours, billing and renewals). It is built for solo consultants and small agencies who sign new clients regularly. A 4-page welcome guide (PDF) lists every file and both Notion template links.
What you can do🤝Client Onboarding KitEditable welcome packet (Word), 8-page example packet (PDF) and a Notion intake form template with its 2-page setup guide.💰Pricing Playbook35-page PDF in 6 chapters: signal grid, hourly to value, scope pricing, retainer math, raise-rate scripts and recovery scenarios.📊Project TrackerNotion workspace with 5 databases plus a spreadsheet for hours, monthly billing and retainer renewals, with its 8-page setup guide.🔗One RoutineA client fills in the intake form, moves into the tracker, and the playbook's signal grid gives the score you enter in the tracker's pipeline.How it works
- Start with the welcome guide Open the 4-page welcome guide (PDF): it lists every file and both Notion template links.
- Set up the tools Duplicate the two Notion templates, edit the Word packet and open the spreadsheet in Excel or Google Sheets - about 30 minutes in total.
- Onboard, price, run Onboard with the kit, price with the playbook and run the work with the tracker - in that order.
What's included
- ✔️ Bundle welcome guide (4-page PDF) with both Notion template links
- ✔️ Editable welcome packet (.docx) - opens in Word, Google Docs or LibreOffice
- ✔️ Example welcome packet (8-page PDF)
- ✔️ Notion intake form setup guide (2-page PDF)
- ✔️ Agency Pricing Playbook (35-page PDF)
- ✔️ Agency Project Tracker setup guide (8-page PDF)
- ✔️ Agency Project Tracker spreadsheet (.xlsx) - opens in Excel or Google Sheets
Why customers choose it🧭Same vocabularyThe three products use the same terms and fit one routine, from the first intake form to running the work.💡Pricing you can explainThe playbook walks through moving from hourly to value pricing, scope pricing and retainer math, with scripts for raising rates.🧮Formulas built inThe tracker spreadsheet calculates hours, billing and renewals as soon as you enter your own numbers.Buy with confidence
Instant electronic delivery • One-time purchase • Friendly support — just message us on .Quick answersWhat software do I need?
A free Notion account for both Notion templates, Microsoft Excel or Google Sheets for the .xlsx, Microsoft Word, Google Docs or LibreOffice for the .docx, and a PDF reader for the guides.How is it delivered?
Delivered electronically right after purchase through messages - nothing is shipped. You receive 7 files; the two Notion template links are inside the guides.Are the playbook's prices benchmarks?
No. The Pricing Playbook is a PDF guide: its prices and percentages are worked examples and starting values to adjust, not benchmarks. It is for planning, not financial advice.Is it ready to use?
Yes - the spreadsheet formulas are built in, and setup for all three products takes about 30 minutes. The links between the products are manual, so no extra tool is needed.More from our storeAdd Notion CRM Template for clients, deals and an activity log in Notion, or Pre-Seed Pitch Deck Example, Financial Model, Cap Table for clients raising a first round.Instant electronic delivery - onboard, price and run your next client this week.License & buyer notice
This is an electronically delivered product — nothing is shipped. The buyer is only receiving a revocable license with specific limitations: one user, for personal or internal business use; the files may not be resold, shared or redistributed. Electronically delivered goods do not qualify for the Money Back Guarantee. What you need: A free Notion account for the two Notion templates, Excel or Google Sheets for the spreadsheet, and Word, Google Docs or LibreOffice for the packet; the guides are PDFs. If anything is not right, message us on and we will fix it.
