Monthly client report template
Template pack for marketing agencies
For freelancers and tools that want agency owners on their list.
Case study
How a garden centre filled its weekends from one email list
Send it to local owners who have spent on adverts and seen little back. It shows how you plan and measure, which a proposal cannot.
One client from start to finish: where the business stood, what was going wrong, how the plan ran, what made it work, the results and what other owners can copy.
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
The same audience, 12 other formats.
Template pack for marketing agencies
For freelancers and tools that want agency owners on their list.
Checklist for marketing agencies
For agencies that want clients to see how carefully they work.
Cheat sheet for marketing agencies
For agencies that want brands sending them better briefs.
Email scripts for marketing agencies
For anyone who sells to agencies and wants agency owners on their list.
Guide for marketing agencies
For anyone who serves agencies and wants owners on their list.
Swipe file for marketing agencies
For agencies whose account managers dread the monthly call when the numbers are down.
Buyer's guide for marketing agencies
For agencies that want to be chosen for clarity and honest terms, not for the lowest monthly fee.
Decision guide for marketing agencies
For agencies that want to talk to owners who are choosing a way to pay and have not yet picked one.
Mistakes list for marketing agencies
For agencies that want clients to avoid the habits that make good marketing fail.
Roadmap for marketing agencies
For agencies that want new clients to see a clear start, and to know what they must supply and when.
Scorecard for marketing agencies
For marketing agencies who want to reach owners before they spend more on marketing that is not set up to work.
Worksheet for marketing agencies
For marketing agencies who want to help owners see what their marketing really earns before they decide where to spend.
The same format, written for 21 other niches.
Case study for real estate agents
For agents who want to win instructions from sellers whose home is listed with someone else and not selling.
Case study for accountants
For accountants who want to win owners who dread year end and are still sending a bag of paper every January.
Case study for financial advisors
For advisers who want to reach people in their fifties with several old workplace pensions and no clear picture of them.
Case study for consultants
For consultants who want to win projects with owners and managing directors who know something is wrong but cannot see where.
Case study for recruiters
For recruiters who want to win small and growing employers that have tried to hire on their own and struggled.
Case study for freelancers
For freelance designers who want to win small business owners who know their look is tired but are nervous about paying for design.
Case study for course creators
For course coaches who want to reach experts thinking about their first course and afraid of building something nobody buys.
Case study for fitness and nutrition coaches
For fitness coaches who want to reach busy people who have started and stopped training many times.
Case study for business coaches
For business coaches who want to reach owners who feel the business cannot run without them.
Case study for fractional executives
For fractional leaders who want to win founders that have outgrown their numbers but cannot yet afford a full time hire.
Case study for authors
For authors and author coaches who want to show writers how a reader list is built before a book comes out.
Case study for photographers and videographers
For commercial photographers who want to win small businesses that have been getting by with phone photos.
Case study for linkedIn creators and ghostwriters
For LinkedIn ghostwriters and creators who want to win founders that post now and then and see nothing back.
Case study for finance and money educators
For money educators who want to reach people who feel stuck paying the minimum on their cards.
Case study for SEO and content consultants
For SEO consultants who want to win local businesses that rely on word of mouth and are hard to find online.
Case study for career and executive coaches
For career coaches who want to reach professionals who have applied for months and heard nothing back.
Case study for health and wellness coaches
For wellness coaches who want to reach busy people who feel tired all the time and do not know where to start.
Case study for leadership coaches
For leadership coaches who want to reach new managers and the people who sponsor their coaching.
Case study for sales coaches
For sales coaches who want to reach founders and small teams who get meetings but struggle to close.
Case study for HR consultants
For HR consultants who want to reach owners of small firms who keep losing staff and hiring again.
Case study for IT consultants
For IT consultants who want to reach owners of small offices who think backups are already handled.
Free to start. No credit card.