Agency Operations Bundle, Excel Workbooks with Printable Checklist

What you get

• Agency Client Onboarding Checklist and Kickoff Workbook - 1 Excel workbook, plus 1 printable checklist, sold on its own at 19 dollars.
• Client Profitability and Retainer Hours Tracker for Agencies - 1 Excel workbook, sold on its own at 19 dollars.
• Agency Project Profitability and Utilization Tracker - 1 Excel workbook, sold on its own at 29 dollars.

Each file stands on its own and opens on its own Start Here sheet with the steps in order. One extra guide covers the set and says where to begin. Every workbook arrives with a worked example already in it, so the totals and the warning colors show something the moment you open it. Each guide names the exact cells to clear when your own information goes in, and which columns are formulas to leave alone.

Who it is for

This is for a small agency or studio, roughly three to twenty people, running several clients at once without a project tool that answers money questions. It suits someone who wants the whole set in one go rather than buying one file, using it, and coming back a month later for the next. If you only have one of these problems, buy that one workbook on its own instead. A bundle is only cheaper if you use more than one of the parts.

What it is not

This is a set of spreadsheets and printable documents. It is not an application and it is not a service. Nothing connects to your bank, your calendar, your email or any other system, nothing updates on its own, and nothing sends a reminder. You type the information in and you keep it current. Each workbook's own guide names what that one does not do, in plain words, and those sections are there to be read before you buy rather than after. There is no login, no subscription and no repeat charge. You download the files once and they are yours.

Refunds

Refunds within 30 days, for any reason. Reply to your receipt and the payment goes back in full. You keep the files; there is nothing to return.