Bundles & Kits
Agency Operations Mega Bundle
Description
Sales, onboarding, client delivery, team management, QA, finance tracking and executive reporting in a single bundle.
What you get: 8 working Excel/Google Sheets workbooks with 32 sheets and 716 ready-made formulas (totals, statuses, deadlines and checks calculate on their own), plus a guide and a buyer licence. Yellow cells are for your data, grey cells hold formulas.
Every workbook is pre-filled with one worked example, a fictional 8-person marketing studio, so you can see each formula, status and chart working before you replace the sample rows with your own data.
What is inside10 files
- 01 Sales - Stages and Deals.xlsx
- 02 Client Onboarding.xlsx
- 03 Project Launch Map.xlsx
- 04 Service Business Control Panel.xlsx
- 05 Quality Control.xlsx
- 06 Finance Tracking.xlsx
- 07 Executive Report.xlsx
- 08 Team Decisions and Tasks.xlsx
- Guide.md
- License.txt
01 Sales - Stages and Deals.xlsx
- How to usestep-by-step instructions for this file
- Sales stages7 ready-filled rows
- Deals8 ready-filled rows, 160 formulas
- Pipeline review8 ready-filled rows, 24 formulas
- Deal card9 ready-filled rows
02 Client Onboarding.xlsx
- How to usestep-by-step instructions for this file
- Checklist13 ready-filled rows, 1 formula
03 Project Launch Map.xlsx
- How to usestep-by-step instructions for this file
- Settings4 ready-filled rows
- Stages10 ready-filled rows, 44 formulas
- Risks3 ready-filled rows, 30 formulas
- Communication4 ready-filled rows
- Acceptance10 ready-filled rows, 1 formula
04 Service Business Control Panel.xlsx
- How to usestep-by-step instructions for this file
- Dashboard8 ready-filled rows, 8 formulas
- Projects6 ready-filled rows, 123 formulas
- Team workload4 ready-filled rows, 24 formulas
- Monthly finance13 ready-filled rows, 38 formulas
- Clients4 ready-filled rows, 40 formulas
05 Quality Control.xlsx
- How to usestep-by-step instructions for this file
- Checklist12 ready-filled rows, 1 formula
06 Finance Tracking.xlsx
- How to usestep-by-step instructions for this file
- Transactions12 ready-filled rows
- Summary9 ready-filled rows, 17 formulas
07 Executive Report.xlsx
- How to usestep-by-step instructions for this file
- Monthly report7 ready-filled rows, 18 formulas
08 Team Decisions and Tasks.xlsx
- How to usestep-by-step instructions for this file
- Decision log6 ready-filled rows, 40 formulas
- Tasks10 ready-filled rows, 120 formulas
- Workload9 ready-filled rows, 26 formulas
- Meeting agenda6 ready-filled rows, 1 formula
- Retroempty template to fill in
Licence
For your own work: you may edit it and keep a copy. Reselling the original file is not allowed.
Usage rules →Delivery
Once payment is confirmed, protected access with unlimited downloads is created.