Most template libraries are a folder of Google Docs you never open. Ours live in two places: the Template Suite in the classroom, and inside Agency OS as plans, checklists, and generators, so the onboarding checklist is already on the client and the proposal is already on the lead.
Two homes
Every doc, sheet, and script in the Template Suite module of the classroom. Copy it, brand it, hand it to the team.
Project plans, onboarding checklists, proposal and audit generators, and the links workbook live inside Agency OS. Apply, don't paste.
When WEBRIS changes a proposal or a plan, the template changes. You are never running last year's SOP.
The library
Niche selection worksheet, positioning workbook, offer builder, market fit check.
Sprint pricing worksheet, retainer guide, value-based pricing framework.
SEO proposal template, discovery call script, follow-up sequences, case study template. The proposal also runs as a generator.
Onboarding questionnaire, access request list, kickoff agenda, and the onboarding plan applied to every new client.
The SEO plan template, sprint checklists per task, QA lists, deliverable templates.
Monthly report structure, client update emails, QBR deck, retention call script. The report itself is the Performance tab.
Job descriptions, interview scorecard, contractor agreement, capacity planning by hours per week.
Technical audit SOP (the WQA), content brief, link outreach template, local SEO checklist, keyword research process.
How it works
Search the Template Suite by category, or open the Library in Agency OS and pick the plan or generator.
Plans apply to a client with a start date. Generators run from the client or lead data. Docs copy to your Drive.
Change a template in Settings → Project Plans or in your copy of the doc and every future use carries your version.
GET STARTED
Your membership includes 1 on 1 onboarding and migration support to get you up and running quickly.
