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🛍️Agency Service Catalog

A complete catalog of your agency's services, pricing tiers, and packages — with internal margin notes.

by Peopsy

Preview: Agency Service Catalog

Agency Service Catalog

💜

Customize this catalog with your actual services and pricing. Use the internal notes at the bottom for margin information that should never be shared with clients.

Core Services

Service

Description

Key Deliverables

Pricing Model

Price Range

Ideal Client Profile

Search Engine Optimization (SEO)

Technical, on-page, and off-page SEO to grow organic search visibility and qualified traffic.

Technical audit, keyword strategy, content optimization, link building, monthly reporting

Monthly retainer

$2,500 - $8,000/mo

B2B companies with 50+ page websites targeting organic growth

Pay-Per-Click Advertising (PPC)

Strategic paid search and display campaigns across Google, Bing, and programmatic networks.

Account setup/audit, campaign management, ad copy, bid optimization, conversion tracking, reporting

Retainer + % of ad spend

$2,000/mo + 10-15% of spend

Companies with $5K+ monthly ad budgets seeking measurable ROI

Content Marketing

End-to-end content strategy and production — blog posts, guides, whitepapers, case studies, and more.

Content strategy, editorial calendar, writing, editing, publishing, promotion

Monthly retainer or per-piece

$3,000 - $10,000/mo

Brands that need consistent, high-quality thought leadership and SEO content

Social Media Management

Full-service social media — strategy, content creation, community management, and paid social.

Social strategy, content calendar, creative production, posting, engagement, analytics

Monthly retainer

$2,000 - $6,000/mo

Consumer and B2B brands wanting consistent, engaging social presence

Email Marketing

Strategy, design, and execution of email campaigns, automation flows, and list management.

Email strategy, template design, copywriting, automation setup, A/B testing, reporting

Monthly retainer or project

$1,500 - $5,000/mo

Companies with 5,000+ subscriber lists looking to improve engagement and conversions

Web Design & Development

Custom website design and development — from landing pages to full site builds and redesigns.

UX/UI design, responsive development, CMS setup, performance optimization, QA

Project-based

$10,000 - $75,000+

Companies needing a new website, redesign, or high-converting landing pages

Brand Strategy

Brand positioning, messaging, visual identity, and go-to-market strategy.

Brand audit, positioning workshop, messaging framework, visual identity guidelines, brand book

Project-based

$8,000 - $30,000

Startups, rebrands, or companies entering new markets needing clear positioning

Analytics & Reporting

Data infrastructure, dashboard development, attribution modeling, and strategic insights.

Analytics audit, tracking setup, custom dashboards, monthly insights reports, attribution modeling

Monthly retainer or project

$1,500 - $4,000/mo

Companies with complex funnels needing better data-driven decision-making


Add-On Services

These services complement core offerings and can be bundled for additional value.

Add-On

Description

Price

Pairs Well With

Conversion Rate Optimization (CRO)

A/B testing, heatmap analysis, and UX improvements to increase conversion rates

$1,500 - $3,000/mo

PPC, Web Dev, SEO

Video Production

Short-form and long-form video content for social, ads, and website

$1,000 - $5,000/video

Social Media, Content Marketing

Influencer Outreach

Identify, vet, and manage influencer partnerships aligned with brand goals

$1,500 - $4,000/mo

Social Media, Content Marketing

Competitive Intelligence

Ongoing competitor monitoring with monthly intelligence reports

$800 - $2,000/mo

SEO, PPC, Brand Strategy

Landing Page Design

High-converting landing pages for campaigns, launches, and lead gen

$2,500 - $5,000/page

PPC, Email Marketing

Marketing Automation Setup

HubSpot, Marketo, or ActiveCampaign setup and workflow configuration

$3,000 - $10,000 (project)

Email Marketing, Content Marketing

Reputation Management

Review monitoring, response management, and online reputation strategy

$1,000 - $3,000/mo

Social Media, Brand Strategy

Podcast Production

End-to-end podcast strategy, recording support, editing, and distribution

$2,000 - $5,000/episode

Content Marketing, Brand Strategy


Package Tiers

Pre-built packages simplify the buying process and increase average deal size. Customize these based on your most common client needs.

Starter Package

Best for: Small businesses and startups looking to build a solid digital foundation.

Included

Details

SEO (Foundational)

Technical audit, on-page optimization for up to 20 pages, local SEO setup

Content Marketing (Light)

4 blog posts per month, 1 lead magnet per quarter

Social Media

3 platforms, 12 posts/month, basic community management

Monthly Reporting

Standard performance dashboard with key metrics

Monthly Strategy Call

30-minute call to review performance and priorities

Price

$4,500 - $6,000/month

Minimum Commitment

3 months

Growth Package

Best for: Scaling companies ready to invest in multi-channel growth.

Included

Details

SEO (Comprehensive)

Full technical SEO, content optimization, link building (5-10 links/mo)

Content Marketing

8 blog posts/month, 2 lead magnets/quarter, content distribution

PPC Management

Google + 1 additional platform, up to $15K ad spend management

Social Media

4 platforms, 20 posts/month, engagement management, paid social

Email Marketing

Monthly newsletter, 1 automation sequence build per quarter

Monthly Reporting

Custom dashboard + written analysis with recommendations

Bi-weekly Strategy Calls

45-minute calls plus async Slack access

Price

$10,000 - $15,000/month

Minimum Commitment

6 months

Scale Package

Best for: Established companies seeking an integrated, full-service marketing partner.

Included

Details

SEO (Enterprise)

Full technical, on-page, off-page, international/multi-location SEO

Content Marketing (Full)

12+ assets/month, video content, thought leadership, gated content

PPC Management

All platforms, unlimited spend management, RLSA, ABM campaigns

Social Media (Full Service)

All platforms, daily posting, full community management, social listening

Email Marketing (Full)

Full automation buildout, segmentation, personalization, re-engagement

Web Development

Ongoing landing pages, A/B testing, site optimizations

Analytics & Attribution

Custom attribution modeling, executive dashboards, data integration

Dedicated Account Team

Named strategist, content lead, and designer with priority access

Weekly Strategy Calls

60-minute calls + dedicated Slack channel

Price

$20,000 - $35,000+/month

Minimum Commitment

12 months


Pricing Notes & Terms

  • All prices are in USD and exclude applicable taxes

  • Custom packages are available — contact your account manager for tailored solutions

  • Ad spend is billed separately and directly by the platform (not marked up)

  • Project-based work requires 50% deposit before work begins, balance due on delivery

  • Retainer agreements are billed monthly on the 1st, due Net 15

  • Price increases (if any) are communicated 60 days in advance and apply at contract renewal

  • Scope expansions beyond the agreed deliverables require a signed change order

  • Early termination fees apply: remaining contract value at 50%


Internal: Margin Targets & Cost Structure

This section is for internal use only. NEVER share with clients. Use these targets when scoping and negotiating deals.

Service

Target Margin %

Typical Cost Structure

Notes

SEO

65-70%

12-15 hrs/mo at $45-55/hr blended

Higher margin at scale. Link building costs vary.

PPC

55-65%

8-12 hrs/mo management + tools ($200-400/mo)

Margin improves with larger ad spend (% management fee stays flat)

Content Marketing

55-60%

Writers: $150-300/post, editing: $50-75/post

In-house writers improve margin. Freelance pool for overflow.

Social Media

60-65%

15-20 hrs/mo at $35-45/hr + design ($100-200/mo)

Batch content creation improves efficiency significantly

Email Marketing

65-70%

8-12 hrs/mo at $45-55/hr + tools ($100-300/mo)

Automation setup is project-priced at higher margin

Web Design & Dev

50-60%

Design: 40-60 hrs, Dev: 60-120 hrs at $50-75/hr

Scope creep is the margin killer. Tight SOW essential.

Brand Strategy

70-75%

Senior strategist: 30-50 hrs at $65-85/hr

High margin but harder to sell. Bundle with other services.

Analytics

70-75%

6-10 hrs/mo at $55-65/hr + tools ($100-200/mo)

Highly leverageable once dashboards are built

Discount guidelines:

  • Maximum 15% discount on any single service — requires director approval above 10%

  • Multi-service bundles: offer 5-10% bundle discount to incentivize larger engagements

  • Annual prepay: offer up to 10% discount for annual commitments paid upfront

  • Never discount below 45% margin — walk away from deals that aren't profitable

  • First-month trial pricing: up to 25% discount on month 1 to reduce risk for new clients

About this template

Stop quoting prices from memory. This comprehensive service catalog organizes every offering your agency provides — from core services to add-ons to tiered packages — with clear pricing models, deliverables, and ideal client profiles. Internal notes track margin targets and cost structures so your sales team can negotiate confidently while protecting profitability.

Tags

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Weekly Planner

💜

Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.

Week of: [Date] — [Date]


Monday

Most important task for the day

Second priority task

Third priority task

Tuesday

Most important task for the day

Second priority task

Third priority task

Wednesday

Most important task for the day

Second priority task

Third priority task

Thursday

Most important task for the day

Second priority task

Third priority task

Friday

Most important task for the day

Second priority task

Wrap up loose ends and prep for next week


Weekly Review

Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.

  • What did I accomplish this week?

  • What didn’t get done and why?

  • What should I carry forward to next week?

  • What’s one thing I could improve next week?

📅Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

Personal ProductivityOfficial

Change Order Request

💡

Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.

CO Details

Field

Value

CO Number

[CO-001]

Project Name

[Project Name]

Contract Number

[Contract #]

Date Initiated

[YYYY-MM-DD]

Requested By

[Name / Company]

Priority

[Standard / Urgent / Critical Path]


Parties

Role

Name

Company

Contact

Owner / Client

[Name]

[Company]

[Email / Phone]

General Contractor

[Name]

[Company]

[Email / Phone]

Architect of Record

[Name]

[Company]

[Email / Phone]

Subcontractor (if applicable)

[Name]

[Company]

[Email / Phone]


Description of Change

Reason for Change:

  • [Owner-directed change]

  • [Design error or omission]

  • [Unforeseen site condition]

  • [Code or regulatory requirement]

  • [Value engineering]

  • [Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

  • [RFI #___]

  • [Drawing Sheet ___]

  • [Specification Section ___]

  • [Photo / Sketch attached]


Cost Impact

⚠️

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item

Description

Qty

Unit

Unit Cost

Total

1

[Labor — trade description]

[X]

[hrs]

[$XX.XX]

[$X,XXX]

2

[Material — description]

[X]

[ea/lf/sf]

[$XX.XX]

[$X,XXX]

3

[Equipment rental]

[X]

[days]

[$XXX]

[$X,XXX]

4

[Subcontractor — name/trade]

[1]

[LS]

[$X,XXX]

[$X,XXX]

Subtotal

[$X,XXX]

Overhead & Profit (__ %)

[$XXX]

Total CO Value

[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]


Schedule Impact

Field

Value

Days Added / Removed

[+/- X calendar days]

Affected Activities

[List critical path activities impacted]

Revised Substantial Completion

[YYYY-MM-DD]

Concurrent Work Possible?

[Yes / No — explain]


Approval Chain

Step

Role

Name

Date

Status

1

Submitted by (Requestor)

[Name]

[Date]

[Submitted]

2

Reviewed by (PM / Superintendent)

[Name]

[Date]

[Pending]

3

Approved by (GC Principal)

[Name]

[Date]

[Pending]

4

Approved by (Architect)

[Name]

[Date]

[Pending]

5

Approved by (Owner)

[Name]

[Date]

[Pending]


Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

📋Construction Change Order

Manage change orders from request through approval with cascading impact analysis and a running CO log.

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Client Onboarding Hub

💡

Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.

Client Overview

Field

Details

Client Name

[Company Name]

Main Contact

[Name, Title, Email, Phone]

Account Manager

[Your team member]

Start Date

[YYYY-MM-DD]

Retainer Value

[$X,XXX / month]

Services

[SEO, Content, Paid Media, Social, etc.]

Communication Cadence

[Weekly calls, bi-weekly reports, monthly reviews]

Contract Length

[6 months / 12 months / ongoing]

Billing Cycle

[Monthly / Quarterly]

Primary Goal

[e.g., Increase qualified leads by 40% in 6 months]


Master Onboarding Checklist

Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

Schedule recurring check-in meetings for the first 90 days

Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff


Key Dates & Milestones

Milestone

Target Date

Owner

Status

Welcome email sent

[Date]

[Name]

Pending

Kickoff call completed

[Date]

[Name]

Pending

All access credentials received

[Date]

[Name]

Pending

Brand guidelines documented

[Date]

[Name]

Pending

Reporting dashboard live

[Date]

[Name]

Pending

First deliverable shipped

[Date]

[Name]

Pending

30-day check-in

[Date]

[Name]

Pending

90-day review

[Date]

[Name]

Pending

💜

Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.

🚀Agency Client Onboarding Hub

A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.

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