Agency Toolkit Bundle | Notion, PDF, Google Sheets (Onboarding, Pricing, Project Tools)

Description

Agency Toolkit Bundle — The three Agency Toolkit products in one download, with a welcome guide: the Client Onboarding Kit, the Pricing Playbook and the Project Tracker. Onboard, price, then run client work. $54 instead of $72 separately — save 25 percent.

What’s inside your Agency Toolkit Bundle

What’s Inside

• Agency Client Onboarding Kit: editable welcome packet (Word), 8-page example packet (PDF), Notion intake form template and its 2-page setup guide
• Agency Pricing Playbook: 35-page PDF in 6 chapters — signal grid, hourly to value, scope pricing, retainer math, raise-rate scripts, recovery scenarios
• Agency Project Tracker: Notion workspace with 5 databases, spreadsheet for hours, monthly billing and renewals (.xlsx, for Google Sheets or Excel) and its 8-page setup guide
• Bundle welcome guide (4-page PDF): every file and both Notion links in one place

How It Works

1. Buy once, download instantly: 7 files, with the two Notion template links inside the guides

2. Onboard with the kit, price with the playbook, run with the tracker — in that order

3. Setup takes about 30 minutes in total. Bundle: $54 vs $72 separately

Why The Bundle

The three products use the same vocabulary and fit one routine: a client fills in the intake form, goes into the tracker, and the playbook’s signal grid gives the score you enter in the tracker’s pipeline. The links between them are manual — no extra tool needed. Buying them separately works too; the bundle saves 25 percent.

Pairs Well With

• Notion CRM Template ($24) — clients, deals and an activity log in Notion
• Pre-Seed Pitch Deck kit ($34) — for agencies whose clients are raising a first round

Who it’s for

Solo consultants and small agencies who sign new clients regularly

Explore more in our Agency Toolkit collection, or open it in Google Sheets.

Frequently asked questions

How is it delivered?
Instant download — PDFs, a Word file and a spreadsheet (.xlsx, for Google Sheets or Excel), plus two Notion template links, available right after checkout, with lifetime access.

Is it ready to use?
Yes — the spreadsheet formulas are built in. Enter your own numbers and it calculates automatically. The Pricing Playbook is a PDF guide: its prices and percentages are worked examples and starting values to adjust, not benchmarks.

Do I need a paid Notion plan?
No. A free Notion account is enough for both Notion templates.

What if it’s not what I expected?
Email [email protected] with your order number within 14 days of your purchase and we refund you in full. No forms, no reason needed, and you keep the file.