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

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

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

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

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.

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