Monthly client report template
Template pack for marketing agencies
For freelancers and tools that want agency owners on their list.
Worksheet
What a new customer costs you
Send it to owners who judge marketing by the monthly bill. A cost per customer next to a customer's value changes how they see spend.
A calculator for the cost of each new customer and what is left from their spend, then the costs to include, how to value a customer and how to lower the cost.
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.
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.
The same format, written for 21 other niches.
Worksheet for real estate agents
For agents who want to talk to homeowners who are weighing up whether a move adds up.
Worksheet for accountants
For accountants who want to reach sole traders and small business owners who are worried about the next tax bill.
Worksheet for financial advisors
For advisers who want to reach younger savers and families who are starting to think about their money.
Worksheet for consultants
For consultants who want to help owners and managers build the case for fixing a problem that everyone has learned to live with.
Worksheet for recruiters
For recruiters who want to help employers see what a slow search really costs before they decide how to fill a role.
Worksheet for freelancers
For freelance designers who want to reach small business owners who are planning a design project and worried about the cost.
Worksheet for course creators
For course coaches who want to reach experts who are working out whether a course could be worth their time.
Worksheet for fitness and nutrition coaches
For fitness coaches who want to help people see what an unused membership costs before they decide how to train.
Worksheet for business coaches
For business coaches who want to help owners see what their time is worth before they decide what to hand over.
Worksheet for fractional executives
For fractional leaders who want to help founders compare the true cost of a senior hire before they decide.
Worksheet for authors
For authors and publishing coaches who want to help writers plan the money side of a self published book.
Worksheet for photographers and videographers
For commercial photographers who want to help businesses compare shoot quotes by what they get, not just the fee.
Worksheet for linkedIn creators and ghostwriters
For LinkedIn ghostwriters who want to help founders see what their own posting time costs before they decide whether to hire help.
Worksheet for finance and money educators
For money educators who want to help people see the size of small regular spends without making them feel guilty.
Worksheet for SEO and content consultants
For SEO consultants who want to help owners see what their search visits are worth before they decide what to spend.
Worksheet for career and executive coaches
For career coaches who want to help professionals see what a pay talk is worth before they decide whether to ask.
Worksheet for health and wellness coaches
For wellness coaches who want to help people see how short of sleep they are before they decide what to change.
Worksheet for leadership coaches
For leadership coaches who want to help managers see what their meetings cost before they decide what to change.
Worksheet for sales coaches
For sales coaches who want to help founders see what better selling is worth before they decide on coaching.
Worksheet for HR consultants
For HR consultants who want to help owners see what losing staff really costs before they decide on HR support.
Worksheet for IT consultants
For IT consultants who want to help owners see what IT problems really cost before they decide on support.
Free to start. No credit card.