ClientPulse

Practical templates for small marketing agencies and freelancers. Google Sheets and Docs, ready to copy and use.

Invoice Follow-Up & Payment Tracker $29

Know which late invoice to chase today and exactly what to say. Tracker sheet with a "chase today" tab, escalating reminder messages and an owner checklist.

Get the tracker

Lead Follow-Up Toolkit $79

Response scripts for first touch and day 1/3/7 follow-ups, six AI prompts and a pipeline tracker. Manual tools, nothing sends for you.

Get the toolkit

Agency Client Reporting Kit $79

A monthly report template: enter your numbers once and get a clear client-facing summary of spend, leads, conversions and cost per lead.

Get the reporting kit

Agency Proposal & Pricing Kit $79

Proposal template with terms and signature block, a pricing and margin calculator, and an onboarding checklist.

Get the proposal kit