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Document Templates

12 templates ยท Reuse and standardize your documents

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Social Media Retainer Proposal

Full-service social media management proposal template with pricing tiers and deliverables matrix.

ProposalsSocial MediaRetainer
18 uses20 Jun
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Performance Marketing Proposal

Meta & Google ads proposal with projected ROAS, budget allocations, and 30-60-90 day plan.

ProposalsPaid MediaProposal
14 uses18 Jun
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Client Onboarding Checklist

Step-by-step checklist for onboarding new clients โ€” from kickoff to first deliverable.

SOPsOnboardingProcess
22 uses25 Jun
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Monthly Performance Report

Comprehensive monthly report template covering social, paid media, SEO, and content metrics.

ReportsReportingMonthly
36 uses28 Jun
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Standard Service Agreement

General service agreement template with standard clauses for digital marketing engagements.

ContractsLegalContract
8 uses30 May
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Creative Brief Template

Structured creative brief for campaigns, covering objectives, audience, tone, and deliverables.

BriefsCreativeBrief
28 uses22 Jun
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Client Status Update Email

Weekly project status email template with progress summary, blockers, and next steps.

EmailsEmailClient
45 uses27 Jun
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Campaign Post-Mortem

Campaign wrap-up report template with learnings, results, and recommendations for future.

ReportsCampaignPost-Mortem
11 uses15 Jun
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NDA Template

Standard non-disclosure agreement for client and vendor engagements.

ContractsNDALegal
6 uses1 May
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Content Calendar Template

Monthly content calendar with platform-wise breakdown, themes, and scheduling columns.

BriefsContentCalendar
32 uses1 Jun
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Lead Follow-up Email Sequence

5-email sequence for nurturing inbound leads โ€” from intro to proposal.

EmailsSalesEmail
19 uses24 Jun
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Freelancer Onboarding SOP

Standard operating procedure for bringing on new freelancers โ€” tools access, NDA, brief.

SOPsFreelancerSOP
7 uses10 Jun

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