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Agencies

Report, pitch and retain clients. Agency templates for proposals, monthly reports, onboarding and case studies.

All templatesOnboardingTransactionalMarketingE-commerceEventsSeasonalB2BEducationSaaSFitnessRestaurantsReal estateNonprofitHealthcareFashionGamingTravelAutomotiveFinanceEntertainmentFreelanceParentingSubscriptionsAgencies

5 templates

Agencies

Weekly client report

A weekly agency report to a client.

Subject line: 📊 Weekly report — {{ client.name }}
Agencies

Deliverable ready (agency)

A deliverable ready for an agency client.

Subject line: ✅ {{ deliverable.type }} is ready for {{ client.name }}
Agencies

Campaign launched

Notifying a client that a campaign launched.

Subject line: 🚀 Campaign {{ campaign.name }} is live
Agencies

Monthly invoice (agency)

A monthly agency invoice to a client.

Subject line: 📄 Invoice for {{ month }} — {{ amount }} $
Agencies

Scope change request

A request to change the scope of work.

Subject line: 📝 Scope change — {{ project.name }}

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Agencies — Email templates — Climails