{"product_id":"agency-kit-bundle-discovery-call-proposal-client-onboarding-offboarding-review-and-agency-operations-templates","title":"Agency Kit Bundle: Discovery Call \u0026 Proposal, Client Onboarding, Offboarding \u0026 Review, and Agency Operations Templates","description":"\u003cp\u003e⚡ Agency Kit Bundle, by TargetAI.us\u003c\/p\u003e\n\u003cp\u003eFour 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.\u003c\/p\u003e\n\u003cp\u003eBought separately, the four kits are $70.96.\u003c\/p\u003e\n\u003cp\u003eWhat's inside:\u003c\/p\u003e\n\u003cp\u003e• Client Discovery Call \u0026amp; Proposal Master Kit: prep sheet, 30-minute call script, 48-question bank, follow-up emails, 3-page proposal template, quote worksheet and proposal tracker\u003c\/p\u003e\n\u003cp\u003e• Client Portal \u0026amp; Onboarding Master Kit: 4-phase onboarding checklist, 4 client emails, intake questionnaire, kickoff agenda, timeline tracker, change request form and scope \u0026amp; communication SOP\u003c\/p\u003e\n\u003cp\u003e• Client Offboarding \u0026amp; 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\u003c\/p\u003e\n\u003cp\u003e• 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\u003c\/p\u003e\n\u003cp\u003eFormats: 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.\u003c\/p\u003e\n\u003cp\u003eSame files as the four kits sold separately. Templates only, not legal advice. No prices suggested, no income or results promised. No AI prompts included.\u003c\/p\u003e\n\u003cp\u003eQuestions? Email support@targetai.us.\u003c\/p\u003e\n\u003cp\u003e#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.\u003c\/p\u003e\n\u003cp\u003e© 2026 Target AI US Digital Media Group LLC (TargetAI.us). All rights reserved.\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48190563614881,"sku":null,"price":49.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_62cbf76e-91d7-4241-b470-20499b3031e7.png?v=1792697922","url":"https:\/\/targetai.shop\/products\/agency-kit-bundle-discovery-call-proposal-client-onboarding-offboarding-review-and-agency-operations-templates","provider":"TargetAI.us","version":"1.0","type":"link"}