Template library • Agencies

Agency templates for outreach, proposals & client reporting

Use these templates to book more calls, pitch retainers and report on results without rewriting every outreach, deck and recap from zero.

Use these agency templates in Stratboost → See the Agencies use case

Agency templates are included with Stratboost. Combine them with workflows, Botly Smart Trees and Leo content.

Stratboost • Agency template pack

Cold outreach Sponsorship pitches Proposals & decks Monthly reporting Retention & upsells

Run your outbound, delivery and reporting from one system instead of scattered docs and tools.

Client-winning assets

Agency templates included with Stratboost

Start from these patterns, then customise for your niche, offer and delivery model.

Cold Outreach Email Template

Cold email framework for booking qualified calls and starting relationships without sounding spammy.

  • Problem → insight → low-pressure CTA
  • Room for proof and tailored angles

Use Ella and Botly together so replies turn into tracked opportunities.

Proposal & Strategy Deck Outline

Outline for proposals and strategy decks that make it clear what you do, how it works and what clients get.

  • Problem, plan, proof, pricing, next steps
  • Works for retainers, projects and hybrid offers

You can turn this into a slide deck, Notion doc or PDF without changing the structure.

Monthly Reporting & Recap Template

Reporting and recap structure that shows progress, decisions and next steps in plain language.

  • Summary, key wins, what changed, next moves
  • Helps you justify retainers and upsells

Use Stratboost analytics to pull numbers, then use this template to tell the story.

How agencies use these

From cold lead to long-term retainer

These templates map to the full client lifecycle: first contact, pitch, delivery and renewal.

  1. Fill the pipeline with outreach. Use the outreach and sponsorship templates to start more conversations with the right clients.
  2. Pitch clearly with proposals. Turn your offer into a simple proposal or deck that explains the plan and outcomes.
  3. Deliver using Stratboost tools. Run campaigns with Leo, Ella and Botly so results are tracked and easy to report on.
  4. Report like a partner, not a vendor. Use the reporting template monthly so clients see progress and what’s coming next.
  5. Upsell from a place of clarity. When clients understand the impact, it’s easier to suggest upgrades and new scopes.

You can adapt these templates for social agencies, performance shops, UGC studios or full-stack marketing teams.

🤝 Built for agencies, studios & service providers

Use these templates to win better clients and keep them longer

Start with outreach and proposals, then add reporting and workflows. Stratboost helps you turn your agency into a repeatable system.

Create your Stratboost account →

You can start as a solo operator and keep using the same system as you grow a bigger team.