Resources for Agencies
Free guides, interactive tools, and templates built for agencies that take proposals seriously. No fluff. Just stuff that works.
Write proposals that win. From structure to psychology to follow-up.
Everything you need to write proposals that actually win. 3,000+ words covering the 7 essential elements, benchmarks, AI workflows, and follow-up strategies.
A complete freelance proposal template with full walkthrough, pricing strategies, structure guide, common mistakes, and the best tools. Win more freelance work starting today.
Original research on win rates by service type, optimal proposal length, response times, cost of lost proposals, and AI impact. The numbers every agency needs.
Data-driven breakdown of why static PDFs lose deals — and what agencies sending interactive proposals are seeing instead. The numbers are brutal.
Stop undercharging. Learn to price, package, and present your services with confidence.
Learn how to price agency services with confidence. Covers every pricing model (hourly, retainer, project, value-based), how to calculate your minimum price, packaging strategies, and how to raise your rates.
Calculate what to charge for your services based on type, client size, and engagement model. Backed by real industry benchmarks.
Stop selling custom everything. Learn how to package your services into repeatable offers, price them confidently, and present them in proposals that close faster.
Fill your pipeline and close more deals. From discovery to referrals.
The complete guide to winning agency clients in 2026. Covers positioning, cold outreach, referral systems, proposal strategy, pricing, and follow-up. Build a new business engine that runs without you.
The complete discovery call question bank for agencies. 50+ questions organized by category: business goals, budget, timeline, decision process, pain points, and more. Plus call structure, red flags, and post-call playbook.
Build a referral program that consistently fills your pipeline. Includes copy-ready email templates, incentive structures, tracking systems, and a step-by-step process for activating client, partner, and peer-agency referrals.
The complete guide to proposal follow up emails. 8 ready-to-send templates for every scenario: first follow-up, going cold, objection handling, win-back, and more. With subject line formulas and timing guide.
The contracts, processes, and templates that protect your agency and keep clients happy.
Download and use a free agency retainer agreement template. Covers key clauses, scope definition, payment structures, termination terms, and a full sample walkthrough. 3,000+ words of actionable advice.
The definitive agency SOW template and guide. Covers every section, real examples, SOW vs proposal vs contract, common mistakes, and a full sample walkthrough. 3,000+ words of actionable advice.
Download a free agency NDA template, understand one-way vs mutual NDAs, learn the key clauses every confidentiality agreement needs, and know when to use it in your sales process.
The complete agency invoice template guide. Covers required invoice fields, project vs retainer billing, net 30 vs due on receipt, late payment policies, dispute handling, and a full annotated walkthrough.
The definitive client onboarding checklist for agencies. Covers pre-start tasks, Week 1, Month 1, kickoff meeting agenda, intake forms, tools, common mistakes, and template documents. 3,000+ words.
Stop rewriting the same emails. 12+ copy-ready client communication templates for agencies: project kick-off, status updates, delay notices, change orders, invoices, referral asks, and more.
The definitive guide to preventing scope creep at your agency. Learn what causes it, how to calculate its real cost, 12 proven prevention strategies, scripts for saying no, and proposal language that protects your margins.
How Pitchsite stacks up against the other proposal tools agencies use.
An honest, fair comparison of Proposify vs Pitchsite. Who should use each, where Proposify falls short for modern agencies, and why agencies are switching.
PandaDoc is for sales teams. Pitchsite is for agencies. An honest comparison of features, pricing, and who each tool is built for.
An honest comparison of Qwilr vs Pitchsite. Pricing, features, AI, and why agencies are choosing Pitchsite over Qwilr for proposals.
A fair comparison of Better Proposals vs Pitchsite. Features, pricing, AI capabilities, and who should use each. Honest breakdown for agencies.
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