Agency Network

Agency Network — SEO Agency System
Agency Network · 36 Documents · 6 Sections

Your entire agency operations — sorted.

36 documents covering every process from winning clients to managing a team. Sales, onboarding, delivery, reporting, retention, team management, and finance — all connected, all ready to use.

£297 / $327
One-time payment · Price includes VAT · Instant download · 30-day money-back guarantee
Buy the Agency Network — £297 / $327

Built for agencies that are past the startup phase

You have clients. You have work. You just don't have systems.

🏗️

Agency owners with 2–10 staff

Quality depends on who does the work. Processes live in people's heads. When someone's away, things fall apart. You need documented systems that anyone on your team can follow.

📋

Established agencies without SOPs

You've been running for 2+ years and your "systems" are a patchwork of Google Docs, Slack messages, and "ask Sarah, she knows how we do that." Time to sort it out properly.

📊

Agencies losing clients to poor operations

The SEO work is good but clients still leave. Reports are inconsistent, communication goes quiet, nobody spots the warning signs until the cancellation email arrives.

📈

Solo consultants ready to scale

You're about to hire your first person and you want systems ready before they start — not three months of "just watch what I do and figure it out."

Your clients never see your SOPs. They see the result.

Systems are invisible to the client. What they notice is the difference.

Professional first impression

A polished proposal, smooth onboarding, and a welcome pack that makes them feel they've hired a serious operation.

Consistent delivery

Every audit follows the same thorough process. Every content brief is complete. Every report looks professional — regardless of who does the work.

Clear communication

Monthly reports that tell a story, not just dump data. Proactive updates when things are going well. Honest updates when they're not.

Quarterly strategy

QBRs that demonstrate ROI, realign goals, and propose what's next. The meeting that makes the client think "this is why we pay them."

Problems caught early

A health score system that spots at-risk clients weeks before they cancel. Retention calls that save relationships instead of reacting to losses.

Professional exit

Even when clients leave, they leave well — proper handover, goodbye email, testimonial request. They come back. They refer others.

Everything that's included

36 documents across 6 sections, plus a Start Here implementation guide. All editable Word and Excel files.

⭐ START HERE

Implementation Guide

38
Start Here — Implementation Guide
Phased rollout plan showing exactly where to begin. Which documents to tackle first, how to customise everything, how to introduce systems to your team without overwhelm, and a full index of all 36 documents.
.docx
SECTION 1

Client Acquisition

6 documents
01
Discovery Call Script & Agenda
Pre-call preparation checklist, full scripted conversation flow with timed sections, word-for-word objection handling for the four most common pushbacks, post-call action steps, and a fillable notes template.
.docx
02
Cold Outreach Email Sequences
Two complete sequences — cold outreach (5 emails over 22 days) and warm/referral (4 emails over 14 days). Plus post-discovery and proposal follow-up templates. 11 emails total with subject lines and timing.
.docx
03
Follow-Up Cadence SOP
Exact timing and actions for every pipeline stage — cold outreach through to signed contract. Includes nurture list management for long-term prospects.
.docx
04
SEO Proposal Template
Client-facing proposal with executive summary, audit findings section, phased strategy (Foundation → Growth → Scale), deliverables table, investment/pricing table, timeline, and next steps.
.docx
05
Service Pricing Calculator
Tab 1: enter hourly cost, overhead, target margin — auto-calculates client pricing. Tab 2: 3-tier package comparison builder with annual values. Yellow cells show what to edit.
.xlsx
06
Proposal Tracking Sheet
Pipeline tracker with dropdown stages, auto-calculated weighted values, and a Dashboard tab showing active prospects, proposals out, win rate, and total revenue won.
.xlsx
SECTION 2

Client Onboarding

6 documents
07
Client Intake Questionnaire
Eight sections covering business information, goals, SEO history, competitors, technical details, brand preferences, access credentials (formatted table), and communication preferences.
.docx
08
Client Onboarding Checklist SOP
Five-phase process from contract signed to 30-day review. Immediate actions, setup and configuration, initial audit and strategy, kickoff call, and first-month quality check. Includes troubleshooting for common onboarding problems.
.docx
09
Access Credentials Collection Template
Platform-by-platform guide covering GA4, Search Console, GBP, Google Ads, CMS, hosting, domain registrar, social media accounts, existing tools, and previous agency data. Includes security guidance.
.docx
10
Client Welcome Pack
Client-facing document introducing your team, explaining your process, setting communication expectations (with schedule table), outlining what you need from the client, and mapping out next steps.
.docx
11
Kickoff Meeting Agenda
Structured 60-minute agenda with pre-meeting preparation, timed sections for goals, findings, 90-day plan, communication setup, and close. Post-meeting action checklist and notes template.
.docx
12
Client Folder Setup Guide
Standard 9-folder structure, naming conventions with examples table, credential storage security guidance, and archiving procedures.
.docx
SECTION 3

Service Delivery

7 documents
13
Technical SEO Audit SOP
Ten-section checklist covering crawlability and indexation, site architecture, page speed and Core Web Vitals, mobile usability, on-page elements, structured data and schema, security and HTTPS, backlink profile, local SEO (Google Business Profile), and competitor benchmarking. Each section has specific checks with checkboxes.
.docx
14
Keyword Research Process SOP
Six-step process — seed keyword brainstorming, keyword expansion using tools, filtering and qualification, prioritisation matrix (volume × difficulty × relevance), keyword grouping and mapping, and client presentation format. Includes ongoing monitoring cadence.
.docx
15
Content Brief Template
Comprehensive fillable brief with primary and secondary keywords, search intent analysis, competitor content analysis table (top 3 results), suggested H1 and H2 structure with section descriptions, internal linking targets with anchor text, meta title and description, schema recommendations, and tone/brand notes.
.docx
16
On-Page Optimisation Checklist
Print-and-tick checklist covering title tags, meta descriptions, URL structure, heading hierarchy, content quality, image optimisation and alt text, internal and external linking, schema markup, and technical checks. Use before publishing any page.
.docx
17
Link Building Outreach SOP & Email Templates
Four-step process — prospecting (6 methods), qualification criteria (DA, relevance, traffic), outreach execution, and relationship management. Five ready-to-customise outreach email templates for different link types: guest post, resource page, broken link, skyscraper, and HARO/expert comment.
.docx
18
Local SEO Setup Checklist
Full Google Business Profile optimisation checklist (20+ items), on-site local signals, UK citation directory list with submission guidance, review generation strategy, and ongoing local SEO tasks with frequency table.
.docx
19
Content Approval Workflow SOP
Nine-stage workflow from brief creation through internal draft, SEO review, client review, revisions, final approval, publishing, post-publish checks, and performance review. Internal review checklist and publishing checklist included.
.docx
SECTION 4

Reporting & Retention

6 documents
20
Monthly SEO Report Template
Nine-section report — executive summary (in plain English, not jargon), key metrics overview table, organic traffic analysis, keyword rankings tables, conversions and leads, work completed this month, technical health update, plan for next month, and strategic recommendations. Designed to be understood by non-SEO stakeholders.
.docx
21
Quarterly Business Review Template
Twelve-slide QBR structure — title, agenda, goal recap, before/after comparison, traffic deep dive, rankings deep dive, deliverables summary, ROI calculation, what's working, what we're adjusting, next quarter priorities, and open discussion. Includes ROI calculation frameworks, discussion prompts, and post-QBR action checklist.
.docx
22
Client Update Email Templates
Seven templates — monthly report cover email, good news notification, bad news communication, progress update, content approval request, contract renewal, and upsell opportunity. Each with subject line, body copy, and customisation notes.
.docx
23
Retention Call Script
Full scripted framework for difficult conversations with at-risk clients. Opening, diagnosis questions, listening framework, and specific response scripts for the four most common concerns: "We're not seeing results", "Communication isn't good enough", "We're considering taking it in-house", and "Budget is tight."
.docx
24
Client Offboarding Checklist
Five-phase offboarding — notification and handover planning, technical access transfer, handover document creation (with template), final report and goodbye email, and testimonial/referral request. Plus a post-churn retention review form to learn from every departure.
.docx
25
Client Health Score Tracker
Score every client monthly on four dimensions — results, communication, engagement, and payment. Auto-calculates health status (healthy, at-risk, critical). Includes a scoring rubric so everyone scores consistently, plus a dashboard showing all clients ranked by health score at a glance.
.xlsx
SECTION 5

Team & Operations

6 documents
26
Job Description Templates
Four complete, ready-to-post job descriptions — SEO Specialist, Content Writer, Link Building Specialist, and Account Manager. Each includes role summary, key responsibilities, required skills, nice-to-haves, and salary range guidance.
.docx
27
New Hire Onboarding Checklist
Five phases — pre-start setup (equipment, accounts, access), Day 1 orientation, Weeks 1–2 supervised work with daily check-ins, Weeks 3–4 increasing independence, and 30-day review with performance discussion prompts. Works for employees and contractors.
.docx
28
Weekly Team Meeting Agenda
Structured 30-minute agenda — wins and highlights (3 min), client updates by account (10 min), capacity check (3 min), priorities for the week (7 min), blockers and support needed (5 min), close (2 min). Includes fillable meeting notes template.
.docx
29
Internal Communication SOP
Channel guide table (what goes where — email vs Slack vs project management), eight communication norms (response times, meeting-free hours, documentation requirements), and client communication standards.
.docx
30
Quality Assurance Checklist
Pre-delivery checks for every deliverable type — reports, content pieces, proposals, audits, and client emails. Each has specific items to verify before anything goes to a client. Includes sign-off section for reviewer name and date.
.docx
31
Team Capacity Tracker
Track hours available vs hours allocated per team member per client. Auto-calculates utilisation percentage per person with health guidance (under 70% = underutilised, 70–85% = healthy, 85%+ = overloaded). Dashboard shows team-wide capacity at a glance.
.xlsx
SECTION 6

Finance & Admin

3 documents
32
Client Service Agreement Template
Full contract template covering services and scope, fees and payment terms, contract term and renewal, termination provisions, intellectual property, confidentiality, limitation of liability, data protection (UK GDPR), and a schedule of services. Includes legal disclaimer recommending solicitor/attorney review.
.docx
33
Scope Change Request Form
Document scope changes formally — what's being requested, who requested it, impact assessment on time and budget, three options for the client (absorb, swap, or add at cost), decision record with sign-off, and contract update checklist.
.docx
34
Monthly Revenue Tracker
Track retainer amounts and revenue per client per month across the year. Dashboard with MRR, ARR, average retainer value, client count, and year-to-date totals. Highlights clients above and below average spend.
.xlsx

What changes when you have the Agency Network

The same agency. The same team. Completely different results.

Audits that vary depending on who does them
→
Ten-section audit SOP followed consistently every time
Reports that take half a day per client to write
→
Professional template you populate in 30 minutes
Clients cancelling without warning
→
Health scores that flag at-risk accounts weeks early
New hires taking months to get productive
→
30-day onboarding checklist and documented SOPs from day one
Scope creep eroding your margins quietly
→
Scope change form that documents and charges for extra work
Everything depending on you being available
→
Documented systems anyone on the team can follow

What this replaces

Three ways to build agency systems. Only one makes sense.

Build them yourself — 100+ hours at £30/hr £3,000+
Hire an operations consultant £5,000–£10,000
One client lost to poor operations — per year £12,000+
The Agency Network — ready today £297 / $327

If this system retains one extra client for one extra month, it pays for itself three times over. If it helps you win one new deal because your proposal and onboarding were more professional than your competitor's, it pays for itself ten times over. And it never stops paying — these documents are used on every client, every month, for as long as you run the agency.

36 documents. 6 sections. Your entire operations — sorted.

One payment of £297 / $327. Editable Word and Excel files. No subscriptions. No Notion. 30-day money-back guarantee.

Buy the Agency Network — £297 / $327

Want the AI Toolkit and bonus pack too?

The Agency System Complete (£397 / $437) adds the AI Workflow Toolkit with 40+ tested prompts, plus 12 bonus documents — keyword tracker, link building tracker, content calendar, client-facing audit and competitor reports, satisfaction survey, rate card, migration checklist, case study template, review response templates, and agency marketing toolkit. 49 documents total, for just £100 / $100 more.

See the Complete System
Agency Network
£297 / $327
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