35+ Agency Templates, Ready to Go

Every template lives in the Knowledge Vault and uses {{AGENCY_*}} placeholders that the setup wizard fills with your agency name, email, phone, and branding. Edit any template, add your own, or use them as-is.

All templates included with GridWork HQ — $199

Client Management

4 templates

Client Brief

Client project brief template

Client Management.md

Onboarding Guide

New client onboarding checklist

Client Management.md

Meeting Notes

Client meeting notes template

Client Management.md

SOP

Standard operating procedure template

Client Management.md

Proposals & Contracts

4 templates

Proposal

Agency proposal with scope and pricing

Proposals & Contracts.md

Service Agreement

Service agreement outline

Proposals & Contracts.md

Scope Assessment

Project scope assessment template

Proposals & Contracts.md

Competitive Analysis

Competitive analysis framework

Proposals & Contracts.md

Reports

5 templates

Audit Report

Site audit report template

Reports.md

SEO Report

SEO analysis report

Reports.md

Content Plan

Content strategy plan

Reports.md

Brand Guide

Brand guidelines document

Reports.md

Monthly Report

Monthly client progress report

Reports.md

Operations

3 templates

Invoice

Invoice template

Operations.md

Expense Tracker

Expense tracking template

Operations.md

Workflow Checklist

Project workflow checklist

Operations.md

Pipeline Definitions

16 templates

Prospect

Lead generation from free-text input

Pipeline Definitions.md

Outreach

Client outreach via Notion search

Pipeline Definitions.md

Audit

URL-based site audit pipeline

Pipeline Definitions.md

Propose

Client proposal generation

Pipeline Definitions.md

Plan

Project planning from client folder

Pipeline Definitions.md

Build

Project build execution pipeline

Pipeline Definitions.md

Brand

Brand asset generation pipeline

Pipeline Definitions.md

SEO

SEO optimization pipeline

Pipeline Definitions.md

Content

Content creation pipeline

Pipeline Definitions.md

Report

Client report generation

Pipeline Definitions.md

Internal Audit

Internal operations audit

Pipeline Definitions.md

KB Librarian

Automated knowledge vault maintenance

Pipeline Definitions.md

Archive Outputs

Output rotation and archival

Pipeline Definitions.md

Friday Update

Automated weekly summary generation

Pipeline Definitions.md

Scope Audit

Project scope drift detection

Pipeline Definitions.md

Compile

Document compiler with 7 output types

Pipeline Definitions.md

System

3 templates

Compile Guidelines

Document compilation rules

System.md

Pipeline Triggers

Pipeline trigger reference

System.md

Workflow

Current workflow state

System.md

Your agency templates, your server, your rules.

Every template is a plain Markdown file you own and control. Customize them, add new ones, or let the AI pipelines use them as-is to generate client deliverables.

Get GridWork HQ — $199

35+ Agency Templates, Ready to Go

All templates included with GridWork HQ — $199

Client Management

4 templates

Client Brief

Client project brief template

Client Management.md

Onboarding Guide

New client onboarding checklist

Client Management.md

Meeting Notes

Client meeting notes template

Client Management.md

SOP

Standard operating procedure template

Client Management.md

Proposals & Contracts

4 templates

Proposal

Agency proposal with scope and pricing

Proposals & Contracts.md

Service Agreement

Service agreement outline

Proposals & Contracts.md

Scope Assessment

Project scope assessment template

Proposals & Contracts.md

Competitive Analysis

Competitive analysis framework

Proposals & Contracts.md

Reports

5 templates

Audit Report

Site audit report template

Reports.md

SEO Report

SEO analysis report

Reports.md

Content Plan

Content strategy plan

Reports.md

Brand Guide

Brand guidelines document

Reports.md

Monthly Report

Monthly client progress report

Reports.md

Operations

3 templates

Invoice

Invoice template

Operations.md

Expense Tracker

Expense tracking template

Operations.md

Workflow Checklist

Project workflow checklist

Operations.md

Pipeline Definitions

16 templates

Prospect

Lead generation from free-text input

Pipeline Definitions.md

Outreach

Client outreach via Notion search

Pipeline Definitions.md

Audit

URL-based site audit pipeline

Pipeline Definitions.md

Propose

Client proposal generation

Pipeline Definitions.md

Plan

Project planning from client folder

Pipeline Definitions.md

Build

Project build execution pipeline

Pipeline Definitions.md

Brand

Brand asset generation pipeline

Pipeline Definitions.md

SEO

SEO optimization pipeline

Pipeline Definitions.md

Content

Content creation pipeline

Pipeline Definitions.md

Report

Client report generation

Pipeline Definitions.md

Internal Audit

Internal operations audit

Pipeline Definitions.md

KB Librarian

Automated knowledge vault maintenance

Pipeline Definitions.md

Archive Outputs

Output rotation and archival

Pipeline Definitions.md

Friday Update

Automated weekly summary generation

Pipeline Definitions.md

Scope Audit

Project scope drift detection

Pipeline Definitions.md

Compile

Document compiler with 7 output types

Pipeline Definitions.md

System

3 templates

Compile Guidelines

Document compilation rules

System.md

Pipeline Triggers

Pipeline trigger reference

System.md

Workflow

Current workflow state

System.md

Your agency templates, your server, your rules.

Every template is a plain Markdown file you own and control. Customize them, add new ones, or let the AI pipelines use them as-is to generate client deliverables.

Get GridWork HQ — $199

35+ Agency Templates, Ready to Go

Client Management

Proposals & Contracts

Reports

Operations

Pipeline Definitions

System

Your agency templates, your server, your rules.

Ready to replace your subscription stack?

35+ Agency Templates, Ready to Go

Client Management

Proposals & Contracts

Reports

Operations

Pipeline Definitions

System

Your agency templates, your server, your rules.

Ready to replace your subscription stack?