Monthly client report template
Template pack for marketing agencies
For freelancers and tools that want agency owners on their list.
Scorecard
Is your marketing ready to grow?
Share it with owners thinking about spending more on marketing. Their answers show what to fix first, which gives you a useful first conversation.
Ten quick questions on goals, tracking, customer value and planning, a score out of twenty, what the score means, the quickest fix for each point and a plan before spending more.
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.
Case study for marketing agencies
For marketing agencies who want to win local businesses that have spent on adverts and seen little back.
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.
Scorecard for real estate agents
For agents who want to meet homeowners months before they list, while they are still getting the home ready.
Scorecard for accountants
For accountants who want to reach owners in the months before year end, while there is still time to get the books in order.
Scorecard for financial advisors
For advisers who want to meet people in the ten years before they retire, while there is still time to change the outcome.
Scorecard for consultants
For consultants who want to meet owners of growing businesses before the problems turn into a crisis.
Scorecard for recruiters
For recruiters who want to reach small employers before their next hire goes wrong.
Scorecard for freelancers
For freelance designers who want to meet small business owners who suspect their look is holding them back.
Scorecard for course creators
For course coaches who want to meet experts at the moment they are deciding whether to build a course.
Scorecard for fitness and nutrition coaches
For fitness coaches who want to reach people who keep starting and stopping their training.
Scorecard for business coaches
For business coaches who want to reach owners who feel stuck doing the work instead of running the business.
Scorecard for fractional executives
For fractional leaders who want to reach founders who are unsure whether part time senior help would work for them.
Scorecard for authors
For authors, editors and writing coaches who want to help writers judge when a manuscript is ready for paid help.
Scorecard for photographers and videographers
For commercial photographers who want to reach owners who are not sure whether their photos are holding them back.
Scorecard for linkedIn creators and ghostwriters
For LinkedIn ghostwriters and creators who want to reach founders and consultants whose posts are not bringing in work.
Scorecard for finance and money educators
For money educators who want to help people see where their money habits stand without judgement.
Scorecard for SEO and content consultants
For SEO consultants who want to reach owners who are not sure why their website brings in so few visitors.
Scorecard for career and executive coaches
For career coaches who want to reach job seekers who send applications and hear nothing back.
Scorecard for health and wellness coaches
For wellness coaches who want to help people see where their habits stand without judgement.
Scorecard for leadership coaches
For leadership coaches who want to reach managers who feel their team is busy but not moving forward.
Scorecard for sales coaches
For sales coaches who want to reach founders and sales leads whose numbers swing from month to month.
Scorecard for HR consultants
For HR consultants who want to reach owners of small firms without an HR person.
Scorecard for IT consultants
For IT consultants who want to reach owners of small offices without an IT person.
Free to start. No credit card.