Blueprint
The Agency of One Pack
Five templates, five roles you don't have to hire.
Running client work alone means being the account manager, salesperson, project manager, support desk, and finance team at once. This pack covers all five without hiring anyone.
Five templates. One complete client workflow.
New client intake
Replaces the back-and-forth email thread and separate onboarding form you currently piece together by hand for every new client.
Open templateProposal builder
Replaces the copy-pasted document you edit from scratch each time, and the follow-up emails chasing a signature.
Open templateClient project tracker
Replaces the private spreadsheet and status update messages that only you can see.
Open templateClient AI assistant
Replaces the repetitive question-and-answer emails that land in your inbox between delivery work.
Open templatePayments
Replaces the manual invoice you raise at the end of each month and the reminder you have to remember to send.
Open templateHow to run the pack
- 01Inquiry comes in.
- 02Proposal goes out and gets signed.
- 03Work gets tracked.
- 04Questions get answered.
- 05Invoice gets paid.
Once the five are running: Deals pipeline
Add this one when there are enough deals in flight to need it.
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Build your client portal with Assembly
Assembly is a client portal builder for firms. It gives your clients a single place to complete work, check progress, and pay, so every part of the workflow above runs in one spot instead of five.
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