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

⚡ Agency Kit Bundle, by TargetAI.us

Four template kits in one download, covering the whole client journey plus the day-to-day running of your team. 78 pages of PDFs, 4 editable DOCX files and 3 XLSX workbooks, for freelancers, consultants, small agencies and service businesses.

Bought separately, the four kits are $70.96.

What's inside:

• Client Discovery Call & Proposal Master Kit: prep sheet, 30-minute call script, 48-question bank, follow-up emails, 3-page proposal template, quote worksheet and proposal tracker

• Client Portal & Onboarding Master Kit: 4-phase onboarding checklist, 4 client emails, intake questionnaire, kickoff agenda, timeline tracker, change request form and scope & communication SOP

• Client Offboarding & Review Master Kit: wrap-up and access audits, final invoice checklist, IP release template, hand-off guide, 10 client emails, honest review and testimonial forms and an offboarding tracker

• Agency Operations Template Kit: SOP template and example, weekly status and monthly client reports, scope tracker, SLA checklist, task handoff, recurring tasks and tools inventory

Formats: 4 PDFs (US Letter) + 4 editable DOCX + 3 XLSX + READMEs, delivered as one ZIP with a folder for each kit. Instant digital download; nothing is shipped.

Same files as the four kits sold separately. Templates only, not legal advice. No prices suggested, no income or results promised. No AI prompts included.

Questions? Email support@targetai.us.

#AIGENERATED: Created with AI assistance by Atlas for TargetAI.us (AI-drafted first versions; the TargetAI.us logo and cover art are AI-generated). Every template was reviewed and edited by a person.

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