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5 Templates to Help You Win, Retain, and Delight Your Clients

From getting new business to sharing your wins with clients, these templates will help your agency ace every stage of your client relationship.

Templates to set goals, define deliverables, remove scope creep, and much more.

The best part of my job is searching for business templates on Google.
- Said no-one ever!

We know that you'd rather spend your time creating awesome campaigns for your clients, or using innovative technology to take your marketing and sales to the next level, than crafting quarterly business reviews.

Yeah, us too. 

But, as business people, we also know that a well-crafted quarterly business review is a must to keep clients happy and secure a future relationship. The same goes for the proposal, onboarding, and all touchpoints during the client lifecycle.

That’s why we tapped into the collective wisdom of thousands of HubSpot Agency Partners to create five templates to help you win, retain, and delight your clients.

Starting with a solid proposal and ending with a quarterly business review, use these five templates to gain new business, set goals, agree on priorities, define deliverables, manage expectations, remove scope creep, and communicate your results.

Download the Templates

 

Win, retain, and delight your clients with these templates

Available in Microsoft Office and Google Docs formats

  • Business Proposal
  • Statement of Work (SOW)
  • Client Onboarding
  • Preventing Scope Creep
  • Quarterly Business Review (QBR)
Business Proposal
Business Proposal

You know your prospect’s challenges well. Use this template to share your solutions and show why your agency is best equipped to implement them.

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Statement of Work (SOW)
Statement of Work (SOW)

You agreed on the “What”, now here comes the “How”. Use this template to create a detailed breakdown of the services included in the project.

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Client Onboarding
Client Onboarding

Set the right tone for your relationship with proper onboarding. This template will help your agency and client align priorities, and unlock the client-resources you need.

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Preventing Scope Creep
Preventing Scope Creep

A little change here or a small favor there can turn your sharp goals into a fuzzy mess. Use this template to prevent scope creep and keep your projects in line.

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Quarterly Business Review (QBR)
Quarterly Business Review (QBR)

Show your client the impact that your agency had on their business; share your wins, analyze the losses, remove roadblocks, and plan for the future with this template.

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Download Now

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