Agency Client ToolkitbyLinksley.com
Linksley.com Save to my LinksleyThe stack a small agency actually runs on — pitch, deliver, invoice, report.
One folder per client, four layers per folder
Pitch → deliver → invoice → report
Most agency tool sprawl comes from picking software per project instead of per layer. Pick one tool for each of the four things every engagement needs, and the only thing that changes between clients is the folder. Everything below is either free or has a real free tier.
Who this is for
Agency owners, account managers and freelancers running client work
Copy this board, rename it for the client, and delete the tools you don't use. The four groups are the four things every engagement needs — the only thing that changes between clients is the folder.
- Create the client folder and invite the account lead
- Signed SOW filed where the delivery team can read it
- Shared channel opened and the client invited
- Kickoff call booked and recorded
- Billing set up — rate, cadence, PO number if they need one
- Reporting dashboard connected before work starts, not after
Your links could live on a page like this.
Boards are shared bookmarks with real permissions — for a team, a family, or a page you publish like this one. Free on one board, no card.