All My Agency Documents We Used – Jason Swenk
Do You Want to Save Time & Get Access to All the Agency Documents That We Used, Including the Proposal Template?
Here’s your chance. Get All My Agency Documents that I Used.
I have listed all the documents that took me over 12 years to put together while running my digital agency.
Proposal
- Proposal Template
- Proposal Agreement
- Capabilities Presentation
Employees
- How to bonus on profitability of the project
- Scorecard for executive bonus plans
- Key Employee Agreement
- Project manager job posting
- Business development executive (sales) job posting
Financial Documents
- Goal setting document
- Cash flow spreadsheet (Performa)
Legal Agreements
- Operating Agreement
- Contractor Agreement + NDA
- Referral Agreement
- Employee Seperation Agreement
- Release of Claims Agreement
- Terminating a Client Letter
- NDA between you and company
- NDA between company and possible company wanting to buy you
Project Document
- Creative Brief Document
- Project Plan Document
- Client Edits and Changes Document
Approval Documents Clients would Sign off on
- Final Client Changes Checklist
- Change Order Form
- Project Approval & Launch
- Concept Approval Document
Checklist Documents
- Design Team Checklist
- New Project Setup Checklist
- File Folder Checklist
Workflow Process
- Creative Process Workflow
- Development Process Workflow
- On boarding New Client Workflow
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