Archive : Jason Swenk – All My Agency Documents We Used

Do You Want to Save Time & Get Access to All the Agency Documents That We Used, Including the Proposal Template?

Here’s your chance. Get All My Agency Documents that I Used.

I have listed all the documents that took me over 12 years to put together while running my digital agency.

Proposal

• Proposal Template
• Proposal Agreement
• Capabilities Presentation

Employees

• How to bonus on profitability of the project
• Scorecard for executive bonus plans
• Key Employee Agreement
• Project manager job posting
• Business development executive (sales) job posting

Financial Documents

• Goal setting document
• Cash flow spreadsheet (Performa)

Legal Agreements

• Operating Agreement
• Contractor Agreement + NDA
• Referral Agreement
• Employee Seperation Agreement
• Release of Claims Agreement
• Terminating a Client Letter
• NDA between you and company
• NDA between company and possible company wanting to buy you

Project Document

• Creative Brief Document
• Project Plan Document
• Client Edits and Changes Document

Approval Documents Clients would Sign off on

• Final Client Changes Checklist
• Change Order Form
• Project Approval & Launch
• Concept Approval Document

Checklist Documents

• Design Team Checklist
• New Project Setup Checklist
• File Folder Checklist

Workflow Process

• Creative Process Workflow
• Development Process Workflow
• On boarding New Client Workflow