Agency Operations & Client Tools
8 professional tools built for agency owners, account managers, and freelancers: from winning proposals and scopes of work to monthly reports and contract clauses. Everything runs entirely in your browser.
Client Proposal Generator
ProposalsGenerate a full marketing or SEO agency proposal: executive summary, scope, methodology, pricing table, timeline, and why-us section. Client-ready in
Monthly Report Generator
ReportingBuild a structured monthly performance report for clients. Input your channel metrics and get a formatted narrative report with executive summary and next
KPI Dashboard Template Builder
KPIsDefine your client's KPIs, set targets and actuals, and generate a formatted KPI dashboard template with RAG status indicators and commentary prompts.
Project Scope of Work Generator
SOWGenerate a professional SOW document covering project overview, deliverables, timelines, responsibilities, assumptions, exclusions, and payment terms.
Agency Pricing Calculator
PricingBuild a retainer pricing model from your team roles, hours, and margins. Outputs tiered packages (Starter / Growth / Enterprise) with itemised cost
Client Onboarding Checklist Generator
OnboardingGenerate a branded onboarding checklist for new agency clients: access requirements, kickoff agenda, asset collection, tool setup, and first 30-day
Performance Report Summary Writer
ReportsPaste in your raw channel data and generate a concise, narrative performance summary: wins, challenges, insights, and recommended actions: ready to send
Contract Clause Generator
LegalGenerate standard agency contract clauses: payment terms, IP ownership, revision policy, confidentiality, termination, and liability limitation: as
Frequently Asked Questions
- Does the client proposal generator produce actual content?
- Yes: it generates a structured proposal based on the service type, client industry, and scope you describe. It's a solid draft you'll want to customize with your own pricing and terms before sending.
- What does the scope of work tool output?
- A plain-English SOW covering deliverables, timelines, responsibilities, and out-of-scope items. Edit it to match your contract format before sending to clients.
- Is the pricing calculator based on industry benchmarks?
- It's a flexible rate calculator: enter your costs, target margin, and estimated hours, and it suggests a rate. The math is straightforward; what the market will bear is still your call.
- Can I use the contract clause generator's output directly?
- The output is editable text, not a legal template. Adjust the language to your jurisdiction and client relationship, and have a lawyer review anything significant before you send it.
- What's the KPI dashboard tool for?
- Building a clean, shareable KPI summary for client reporting. Enter your metrics and it formats them into a readable layout. It's a report formatter, not a data aggregation tool.