Free Document Templates for Agencies

SaaS · Design & Branding

SaaS Design & Branding Scope of Work Template

Clearly define the scope of a design or branding project before work starts: objectives, deliverables, timeline, responsibilities, and approval steps, all in one adaptable document.

Marketing · Strategy & Execution

Marketing Strategy & Execution Scope of Work Template

Define the full scope of a marketing engagement before work starts: research, strategy, campaigns, deliverables, timeline, reporting, and budget, all in one document.

Web · Design & Development

Website Design Scope of Work Template

Define the full scope of a website or app project before work starts: design, development, testing, launch, post-launch support, and payment terms, all in one document.

Marketing · Social Media

Social Media Management Scope of Work Template

Define the full scope of a social media management engagement before work starts: strategy, content calendar, community management, reporting, and pricing, all in one document.

Design · Brand Identity

Brand Identity & Graphic Design Scope of Work Template

Define the full scope of a brand identity or graphic design project before work starts: logos, typography, color palette, deliverables, revisions, and payment terms, all in one document.

Marketing · Email & Automation

Email Marketing & Automation Scope of Work Template

Define the full scope of an email marketing and automation engagement before work starts: strategy, campaigns, automation flows, segmentation, reporting, and pricing, all in one document.

Marketing · SEO

SEO Audit & Optimization Scope of Work Template

Define the full scope of an SEO engagement before work starts: technical audit, on-page optimization, off-page strategy, reporting, and pricing, all in one document.

Marketing · Content

Content Writing & Blog Strategy Scope of Work Template

Define the full scope of a content writing and blog strategy engagement before work starts: topics, deliverables, revisions, SEO optimization, reporting, and pricing, all in one document.

Marketing · Paid Ads

PPC Campaign Setup & Management Scope of Work Template

Define the full scope of a paid advertising engagement before ads launch: campaign setup, targeting, ad creation, budget management, reporting, and pricing, all in one document.

Technology · CRM

CRM Implementation & Data Migration Scope of Work Template

Define the full scope of a CRM deployment before work starts: platform setup, data migration, integrations, training, and pricing, all in one document.

Design · Mobile App

Mobile App UI/UX Design Scope of Work Template

Define the full scope of a mobile app design project before work starts: user research, wireframes, prototypes, visual design, handoff, and pricing, all in one document.

Marketing · Funnel Design

Landing Page & Funnel Design Scope of Work Template

Define the full scope of a landing page and funnel project before work starts: strategy, design, copy, integrations, A/B testing, and pricing, all in one document.

Marketing · Webinar

Webinar Strategy & Automation Scope of Work Template

Define the full scope of a webinar marketing engagement before work starts: strategy, promotion, registration, hosting support, follow-up, and pricing, all in one document.

Education · E-Learning

Online Course & LMS Setup Scope of Work Template

Define the full scope of an e-learning project before work starts: LMS setup, course creation, integrations, training, and pricing, all in one document.

Marketing · Lead Generation

Lead Magnet Creation & Delivery Scope of Work Template

Define the full scope of a lead magnet project before work starts: content, design, landing page, delivery automation, integrations, and pricing, all in one document.

Technology · Automation

Onboarding Workflow Automation Scope of Work Template

Define the full scope of an onboarding automation project before work starts: workflow design, email sequences, integrations, training, and pricing, all in one document.

Technology · Software

Software Maintenance & Support Scope of Work Template

Define the full scope of a software support engagement before work starts: bug fixes, updates, security patches, support tiers, SLAs, and pricing, all in one document.

Consulting · Strategy

Consulting Strategy & Execution Scope of Work Template

Define the full scope of a consulting engagement before work starts: strategy, execution, deliverables, timeline, responsibilities, and pricing, all in one document.

E-commerce · Strategy

E-commerce Strategy & Execution Scope of Work Template

Define the full scope of an e-commerce project before work starts: platform setup, product listings, integrations, marketing, and pricing, all in one document.

Finance · Strategy

Finance Strategy & Execution Scope of Work Template

Define the full scope of a financial consulting engagement before work starts: strategy, reporting, compliance, deliverables, and pricing, all in one document.

HR · Strategy

HR Strategy & Execution Scope of Work Template

Define the full scope of an HR consulting engagement before work starts: recruitment, onboarding, policies, compliance, training, and pricing, all in one document.

IT · Strategy

IT Services Strategy & Execution Scope of Work Template

Define the full scope of an IT services engagement before work starts: infrastructure, security, cloud migration, support, and pricing, all in one document.

Operations · Strategy

Operations Strategy & Execution Scope of Work Template

Define the full scope of an operations consulting engagement before work starts: process optimization, workflow design, automation, reporting, and pricing, all in one document.

SaaS · Strategy

SaaS Strategy & Execution Scope of Work Template

Define the full scope of a SaaS consulting engagement before work starts: product strategy, go-to-market, execution roadmap, and pricing, all in one document.

SaaS · Development

SaaS Website or App Development Scope of Work Template

Define the full scope of a SaaS development project before work starts: features, integrations, testing, deployment, and pricing, all in one document.

SaaS · Implementation

SaaS Implementation & Migration Scope of Work Template

Define the full scope of a SaaS implementation before work starts: setup, data migration, integrations, training, and pricing, all in one document.

Construction · General

Construction Scope of Work Template

Define the full scope of a construction project before work starts: materials, labor, timeline, safety, inspections, and payment terms, all in one document.

Construction · Contractor

Contractor Scope of Work Template

Define the full scope of a contractor engagement before work starts: labor, materials, deliverables, timeline, exclusions, and payment terms, all in one document.

Design · Interior

Interior Design Scope of Work Template

Define the full scope of an interior design project before work starts: concepts, materials, furniture, deliverables, timeline, and pricing, all in one document.

Management · Projects

Project Management Scope of Work Template

Define the full scope of a project management engagement before work starts: deliverables, timeline, responsibilities, reporting, and pricing, all in one document.

Business · Sponsorship

Sponsorship MOU Template

Define the terms of a sponsorship partnership before activation: deliverables, timelines, branding, reporting, and termination conditions, all in one document.

SaaS · Partnership

SaaS Partner Agreement MOU Template

Define the terms of a SaaS partnership before activation: commissions, co-marketing, responsibilities, and termination conditions, all in one document.

Marketing · Partnership

Marketing MOU Template

Define the terms of a marketing partnership before activities begin: collaborative campaigns, shared goals, responsibilities, and termination conditions.

Marketing · Services

Marketing Services MOU Template

Define the terms of a marketing services engagement before work starts: service scope, deliverables, timelines, and responsibilities.

Finance · Billing

Billing SOP Template

Define the standard billing process for your team: invoicing, payments, collections, and reconciliation, all in one document.

Operations · Communications

Communications SOP Template

Define the standard communication process for your team: channels, response times, escalation, and messaging standards.

Operations · Risk

Risk Management SOP Template

Define the standard risk management process for your team: identification, assessment, mitigation, and monitoring.

Freelance · Contract

Freelance Contract Template

Define the terms of a freelance engagement before work starts.

Agency · Services

Agency Scope of Work Template

Define the full scope of an agency engagement before work starts.

Legal · Contract

Legal Contract Template

Define the binding terms of a legal engagement before work starts.

Consulting · Proposal

Consulting Proposal Template

Define your consulting approach, deliverables, and pricing.

Freelance · Proposal

Freelance Proposal Template

Define your freelance approach, deliverables, and pricing.

Freelance · NDA

Freelance NDA Template

Protect confidential information during freelance engagements.

Freelance · Retainer

Freelance Retainer Agreement

Define the terms of an ongoing freelance engagement.

Agency · Proposal

Agency Proposal Template

Define your agency approach, deliverables, and pricing.

Agency · Retainer

Agency Retainer Agreement

Define the terms of an ongoing agency engagement.

Marketing · Agency

Digital Marketing Agency Contract

Define the terms of a digital marketing agency engagement.

Legal · Attorney

Attorney Client Agreement

Define the terms of a legal engagement.

Legal · Law Firm

Law Firm Engagement Letter

Formalize the terms of legal representation.

Legal · Retainer

Lawyer Retainer Agreement

Define the terms of ongoing legal services.

Consulting · Contract

Consulting Contract Template

Define the binding terms of a consulting engagement.

Consulting · Agreement

Consulting Agreement Template

Define the terms of a consulting engagement.

Consulting · Retainer

Consultant Retainer Agreement

Define the terms of ongoing consulting services.

Consulting · Engagement

Consulting Engagement Letter

Formalize the terms of a consulting engagement.

Consulting · Business

Business Consultant Contract

Define the terms of a business consulting engagement.

Consulting · Management

Management Consulting Agreement

Define the terms of a management consulting engagement.

Freelance · Onboarding

Freelancer Client Onboarding Checklist

Streamline new client setup and communication.

Agency · Onboarding

Agency Client Onboarding Checklist

Streamline new client setup for agencies.

Agency · Billing

Agency Billing Template

Standardize invoicing for agency services.

Legal · Services

Legal Service Agreement

Define the terms of legal services.

Legal · Consultation

Legal Consultation Agreement

Define the terms of a legal consultation.

Legal · Fees

Attorney Fee Agreement

Define the legal fee structures and payment terms.

Legal · Proposal

Law Firm Proposal Template

Present your legal services, approach, and fees.

Legal · Documents

Legal Document Preparation Agreement

Define document preparation services and fees.

Consulting · Fees

Consulting Fee Agreement

Define the consulting fee structures and payment terms.

Consulting · Onboarding

Consultant Onboarding Checklist

Streamline new consultant setup.

Agency · Creative

Creative Agency Scope of Work Template

Define the scope of a creative agency engagement.

Marketing · Advertising

Advertising Agency Contract

Define the terms of an advertising agency engagement.

Legal · SOW

Lawyer Scope of Work Template

Define the scope of a legal engagement.

Marketing · Agencies

Digital Marketing Campaign Scope of Work Template

Define channels, deliverables, budget approval, and timelines for every paid, organic, and email campaign, then send it for e-signature in minutes.

Marketing · Content Agencies

Marketing Copywriting & Content Creation Scope of Work Template

Spell out every blog post, email, ad, and landing page you're delivering, plus word counts, revisions, and usage rights, so the client's expectations match your invoice.

Marketing · Influencer Partnerships

Influencer Marketing Agreement Template

Lock in deliverables, usage rights, paid amplification terms, and payment before a single piece of sponsored content goes live, so no campaign depends on a verbal handshake or a DM thread.

Product · Creative Services

Packaging Design Agreement Template

Define scope, fees, revisions, and IP ownership before a single dieline or print file changes hands. Free to customize, download, and e-sign.

Marketing · Partnerships

Affiliate Marketing Agreement Template

Set clear commission terms, tracking rules, and disclosure requirements with every affiliate you recruit, then send the agreement out for e-signature in minutes.

E-commerce · Web Development

E-commerce Development Agreement Template

Define scope, payment milestones, platform ownership, and payment-security responsibilities before a single line of storefront code gets written — free to download or edit inside Taskip.

Video & Media Production

Video Production Agreement Template

Lock in scope, shooting schedule, payment milestones, ownership, and usage rights before a single frame is shot, free to download or send for e-signature in minutes.

Creative Services · Print Production

Print Design Services Agreement Template

Lock in scope, proofing sign-off, print-ready file specs, and payment terms before your next brochure, packaging, or signage project goes to press. Free to download or e-sign inside Taskip.

Healthcare · Partnerships

Hospital & Pharmacy Collaboration MOU Template

Define how a hospital and a pharmacy coordinate referrals, medication management, data sharing, and compliance before any joint patient care begins.

Real Estate · Development

Real Estate Development MOU Template

Get the landowner, developer, and every investor aligned on roles, timeline, and revenue split before you spend legal budget drafting a binding joint development agreement.

Healthcare · Partnerships

Healthcare Services MOU Template

Define scope, HIPAA responsibilities, and payment terms with a healthcare client before you sign a full contract, then collect signatures in minutes.

Events · Venue Partnerships

Event Venue Partnership MOU Template

Define how your venue and a partner business, caterer, planner, decor, or entertainment, will work together: revenue share, exclusivity, preferred vendor terms, marketing, and liability, all in one document.

Logistics · Distribution

Logistics & Distribution MOU Template

Put a new 3PL, freight, or distribution partnership in writing before goods, invoices, or liability start moving. Draft the scope and KPIs in minutes, then send it for e-signature.

Creative · Partnerships

Creative Collaboration MOU Template

Put every creative partnership on paper before the work starts. Define contributions, IP ownership, credit, and payment splits, then send it out for e-signature in minutes.

Agencies · Finance Ops

Client Invoicing SOP Template

Turn client billing into a repeatable procedure your whole team can follow, so invoices go out on time, overdue balances get chased consistently, and no payment ever slips through the cracks.

IT & Managed Services

IT Services MOU Template

Put the scope, service levels, fees, and data-access terms of an IT engagement in writing before the full contract is signed, then collect e-signatures in minutes and store the record with a free Taskip account.

Services · Vendor Partnerships

Service Provider MOU Template

Define the scope of services, service levels, deliverables, and payment terms with a client before the full contract is signed, all in one document.

Corporate Training · L&D Partnerships

Training Program MOU Template

Define scope, roles, fees, and materials ownership for a corporate training partnership, then send it for signature without leaving Taskip.

Remote Teams · Agencies

Remote Work Agreement MOU Template

Set clear expectations with every remote hire, freelancer, or contractor team, hours, tools, security, and deliverables, before day one. Free to customize and e-sign inside Taskip.

Coworking · Space-Sharing

Co-working Space MOU Template

Draft a clear, signable memorandum of understanding for desk allocation, fees, and access rules before a new member joins your shared workspace, free to customize and e-sign with Taskip.

Academic · Industry R&D

Research Collaboration MOU Template

Set the terms for an academic or industry-sponsored research collaboration before work begins: scope, IP ownership, funding, publication rights, and responsibilities.

Compliance · Internal Audits

Audit Preparation SOP Template

A standardized, repeatable procedure for getting audit-ready: assign roles, build the evidence checklist, set a pre-audit timeline, and close findings with a signed record, whether the audit is internal, client-requested, or a formal compliance review.

Legal · IP Protection

Intellectual Property MOU Template

Define who owns background IP, who owns what gets created together, and how it can be used, before you sign a binding contract or share anything sensitive.

Operations · Crisis Management

Business Continuity SOP Template

Turn your business continuity plan into a step-by-step operating procedure: who activates it, how you communicate, and exactly how each critical function gets back online.

Franchising · Multi-Unit Expansion

Franchise Development MOU Template

Put the territory, unit count, timeline, and fees for a franchise expansion in writing before you draft the full Franchise Development Agreement, then send it out for signature in minutes.

Design · Presentations & Pitch Decks

Professional Presentation Design Scope of Work Template

Define the full scope of a pitch deck, investor presentation, or sales deck project before design starts: slide count, file format, brand assets, revisions, and payment terms, all in one document.

Graphic Design · Ongoing Retainers

Retainer Graphic Design MOU Template

Lock in a predictable monthly design retainer without renegotiating scope every month: deliverables, revision limits, hour rollover, and payment terms, all in one signable document.

Mobile Apps · SaaS

App Maintenance Update Agreement Template

Define bug-fix SLAs, OS-update cycles, and app store release cadence for every live mobile or web app you support, then send it for signature in minutes.

Media & Broadcasting

Media & Broadcast Agreement MOU Template

Define distribution rights, ad revenue split, content ownership, and editorial control before a program or campaign goes to air, free to download or send for e-signature.

Photography & Creative Services

Photography Services Agreement Template

Lock in shoot scope, payment, image delivery, and usage rights before a single photo is taken, free to download or send for e-signature in minutes.