Templates & Planners

Ready-to-use business templates, planners and worksheets from TargetAI.us. Fill-in PDFs plus editable Word, Excel and Google files you can make your own. Instant digital download.

Agency Kit Bundle: Discovery Call & Proposal, Client Onboarding, Offboarding & Review, and Agency Operations Templates

Agency Kit Bundle: Discovery Call & Proposal, Client Onboarding, Offboarding & Review, and Agency Operations Templates

$49.99
Gumroad Seller Playbook: Store Setup Guide, 30-Day Launch Plan, Pricing & Discount Planner, Email Calendar and Metrics Workbook

Gumroad Seller Playbook: Store Setup Guide, 30-Day Launch Plan, Pricing & Discount Planner, Email Calendar and Metrics Workbook

$16.99
Agency Operations Template Kit: SOP Template, Status & Client Reports, Scope Tracker, SLA Checklist and Tools Inventory

Agency Operations Template Kit: SOP Template, Status & Client Reports, Scope Tracker, SLA Checklist and Tools Inventory

$16.99
Client Offboarding & Review Master Kit: Hand-Off Checklists, IP Release Template, Client Emails and Testimonial Forms

Client Offboarding & Review Master Kit: Hand-Off Checklists, IP Release Template, Client Emails and Testimonial Forms

$16.99
Client Discovery Call & Proposal Master Kit: Call Script, Question Bank, Email Templates and Proposal Template

Client Discovery Call & Proposal Master Kit: Call Script, Question Bank, Email Templates and Proposal Template

$18.99
Investor Pitch Deck Kit: Editable Pitch Deck Template + Fundraising Guide

Investor Pitch Deck Kit: Editable Pitch Deck Template + Fundraising Guide

$19.99
Debt Payoff & Budget Planner: Printable PDF + Snowball & Avalanche Spreadsheet Calculator

Debt Payoff & Budget Planner: Printable PDF + Snowball & Avalanche Spreadsheet Calculator

$14.99
The Creator & Agency Brand Kit OS: Brand Workbook + 4-Week Content Planner

The Creator & Agency Brand Kit OS: Brand Workbook + 4-Week Content Planner

$19.99
Client Portal & Onboarding Master Kit: Checklists, Email Templates, Forms & SOP

Client Portal & Onboarding Master Kit: Checklists, Email Templates, Forms & SOP

$17.99

Templates & Planners

Agency Kit Bundle: Discovery Call & Proposal, Client Onboarding, Offboarding & Review, and Agency Operations Templates

Gumroad Seller Playbook: Store Setup Guide, 30-Day Launch Plan, Pricing & Discount Planner, Email Calendar and Metrics Workbook

Agency Operations Template Kit: SOP Template, Status & Client Reports, Scope Tracker, SLA Checklist and Tools Inventory

Client Offboarding & Review Master Kit: Hand-Off Checklists, IP Release Template, Client Emails and Testimonial Forms

Client Discovery Call & Proposal Master Kit: Call Script, Question Bank, Email Templates and Proposal Template

Investor Pitch Deck Kit: Editable Pitch Deck Template + Fundraising Guide

Debt Payoff & Budget Planner: Printable PDF + Snowball & Avalanche Spreadsheet Calculator

The Creator & Agency Brand Kit OS: Brand Workbook + 4-Week Content Planner

Client Portal & Onboarding Master Kit: Checklists, Email Templates, Forms & SOP

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Templates & Planners

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Agency Kit Bundle: Discovery Call & Proposal, Client Onboarding, Offboarding & Review, and Agency Operations Templates

Gumroad Seller Playbook: Store Setup Guide, 30-Day Launch Plan, Pricing & Discount Planner, Email Calendar and Metrics Workbook

Agency Operations Template Kit: SOP Template, Status & Client Reports, Scope Tracker, SLA Checklist and Tools Inventory

Client Offboarding & Review Master Kit: Hand-Off Checklists, IP Release Template, Client Emails and Testimonial Forms

Client Discovery Call & Proposal Master Kit: Call Script, Question Bank, Email Templates and Proposal Template

Investor Pitch Deck Kit: Editable Pitch Deck Template + Fundraising Guide

Debt Payoff & Budget Planner: Printable PDF + Snowball & Avalanche Spreadsheet Calculator

The Creator & Agency Brand Kit OS: Brand Workbook + 4-Week Content Planner

Client Portal & Onboarding Master Kit: Checklists, Email Templates, Forms & SOP