Marketing Freelancer & Agency

Retainers that renew, reports that prove ROI, and pipeline that never goes cold.

For freelance marketers, growth consultants and small marketing agencies.

What this fixes

• Reporting is manual every month and takes a full day → Monthly reports generated from a metrics tracker
• Retainers end because the client cannot see the value → A renewal pitch built on evidence, not adjectives
• Scope and deliverables are never written down properly → A retainer scope document that ends arguments
• Pipeline is only as good as your memory → A pipeline with next actions and follow-up dates on every lead

The flow it implements

1. Lead — SOP, checklist and templates included
2. Audit — SOP, checklist and templates included
3. Proposal — SOP, checklist and templates included
4. Retainer agreement — SOP, checklist and templates included
5. Delivery — SOP, checklist and templates included
6. Reporting — SOP, checklist and templates included
7. Renewal — SOP, checklist and templates included
8. Upsell — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Retainer renewal %	Retainers renewed at term end	renewed_retainers / retainers_ending
Gross margin %	Margin after subcontractor and tool costs	(revenue - direct_costs) / revenue
Pipeline coverage x	Pipeline value relative to the monthly target	pipeline_value / monthly_revenue_target
Reporting hours saved h	Hours reclaimed by automating reporting	manual_reporting_hours - automated_reporting_hours

What's in the download

Setup takes 15 minutes

1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
2. Copy the three documents you send most often and replace the {{placeholders}}.
3. Import tasks.csv as your checklist, then add your first real client.

Questions