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SEO Agency System — Templates, SOPs & Trackers to Run Your Agency
🗂️ 49 documents · Ready to download

Every system your SEO agency needs. Already built.

Templates, SOPs, checklists, trackers, and AI prompts covering every process from winning clients to managing a team — in editable Word and Excel files you can use today.

49
Documents
7
Sections
40+
AI Prompts
8
Spreadsheets
✓ Instant download
✓ Editable Word & Excel files
✓ No Notion, no subscriptions
✓ 30-day money-back guarantee

The problems systems solve

These are the things that keep agency owners up at night — or worse, cost them clients without them realising why.

Your onboarding is different every time

You forget to ask for credentials, chase the same information three times, and the client wonders if they made the right choice.

Proposals take hours and look average

You build from scratch every time. Three hours of formatting for a document that doesn't look as professional as your competitor's.

Reporting is painful and often late

No template means half a day per client. Sometimes the report goes out late. Sometimes it quietly doesn't go out at all.

Quality depends on who does the work

Without documented processes, one person's audit looks completely different from another's. The client notices the inconsistency.

You can't step away for a week

Everything lives in your head. If you take time off, things fall through the cracks because nobody else knows the process.

Clients leave and you're not sure why

No health scores, no retention process, no quarterly reviews. You find out clients are unhappy when they send the cancellation email.

Seven sections covering the complete agency lifecycle

Each document connects to the others — the onboarding checklist references the intake questionnaire, the retention script references the health tracker. It's a system, not a folder.

SECTION 1

Client Acquisition

Discovery scripts, outreach emails, proposals, pricing calculators, pipeline tracking.

6 documents
SECTION 2

Client Onboarding

Intake questionnaires, onboarding SOPs, welcome packs, kickoff agendas, folder setup.

6 documents
SECTION 3

Service Delivery

Audit SOPs, keyword research, content briefs, on-page, link building, local SEO, approval workflows.

7 documents
SECTION 4

Reporting & Retention

Monthly reports, QBRs, client emails, retention scripts, offboarding, health scores.

6 documents
SECTION 5

Team & Operations

Job descriptions, hiring, meetings, communication SOPs, QA, capacity tracking.

6 documents
SECTION 6

Finance & Admin

Contracts, scope change forms, revenue tracking with dashboards.

3 documents
SECTION 7

AI Workflow Toolkit

40+ tested prompts for content briefs, outreach, reports, schema, and operations.

40+ prompts
BONUS PACK

Client-Facing Templates & Trackers

Keyword tracker, link tracker, content calendar, audit reports, case studies, rate cards, and more.

12 documents

Professionally formatted and ready to customise

Every document uses consistent branding, clear structure, and bracketed placeholders. Replace them with your details and you're done.

Client Onboarding Checklist SOP
SEO Agency Operations Hub — Section 2: Client Onboarding
Phase 1: Immediate Actions (Day 0–1)
Complete these within 24 hours of the client signing the contract.
Send welcome email with the Client Welcome Pack attached
Send the Client Intake Questionnaire
Send the Access Credentials Request
Add client to project management system
Create client folder using the Client Folder Structure
[YOUR AGENCY NAME] — replace with your details

Every document follows this format — professional layout, checkbox SOPs, fillable fields, and clear instructions.

What changes when you have systems

The same agency. The same skills. Completely different client experience.

Without systemsWith the SEO Agency System
Sunday night building a proposal from scratch→30 minutes customising a professional template
Chasing a client's Analytics login for two weeks→Collected on day one with the credentials template
Reports that look different every month→Consistent, professional reports with one reusable template
New hires asking "how do we do this?" for months→Documented SOPs they follow from day one
Clients cancelling and you didn't see it coming→Health score tracker spots at-risk clients weeks early
Content briefs that take 45 minutes each→AI prompts that produce briefs in 10 minutes

Choose your package

One payment. Lifetime access. Every file is editable and ready to use today.

Starter Kit
Sales & onboarding essentials
£97/ $107
One-time payment
  • 15 documents
  • Start Here implementation guide
  • Client acquisition system (6 docs)
  • Client onboarding system (8 docs)
  • Discovery call script
  • SEO proposal template
  • Service pricing calculator
  • Service delivery SOPs
  • Reporting & retention
  • AI Workflow Toolkit
Get the Starter Kit
Agency Network
The full operations system
£297/ $327
One-time payment
  • 36 documents
  • Everything in Starter Kit
  • Service delivery SOPs (7 docs)
  • Reporting & retention (6 docs)
  • Team & operations (6 docs)
  • Finance & admin (3 docs)
  • Client health score tracker
  • Monthly report template
  • AI Workflow Toolkit
  • Bonus tracker spreadsheets
Get the Agency Network

Just want the AI prompts?

40+ tested prompts for SEO agency workflows. Works with any AI tool.

£47/ $52
Get the AI Toolkit
🛡️

30-day money-back guarantee

Use it with a real client. If it doesn't save you at least 10 hours in the first month, email us for a full refund. No questions, no forms.

✓
Instant download
✓
Editable Word & Excel
✓
No subscriptions
✓
Lifetime access
✓
Free updates

What this replaces

The cost of building these systems yourself — or hiring someone to build them for you.

£4,500+
Your time
150+ hours at £30/hr
£5k–£10k
Operations consultant
To build half of this
£12,000+
One lost client
Per year, from sloppy systems
£397
Agency System Complete
Ready to use today

Up and running in under an hour

No learning curve. No setup complexity. No waiting.

1

Download instantly

After purchase, you get immediate access to all files. Word documents and Excel spreadsheets — no special software needed.

2

Customise in minutes

Every document has [BRACKETED PLACEHOLDERS] for your details. Spreadsheets use yellow cells to show what to edit. Add your logo and you're branded.

3

Follow the Start Here guide

The implementation guide tells you which documents to tackle first and how to phase the system in over 4 weeks without overwhelm.

Common questions

What format are the files?
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Editable Word documents (.docx) and Excel spreadsheets (.xlsx). They work with Microsoft Office, Google Docs/Sheets, LibreOffice, and Apple Pages/Numbers. No special software required.
Do I need Notion or any specific tools?
+
No. Everything is standard Word and Excel files. No subscriptions, no platform lock-in, no learning curve. If you can open a Word document, you can use this system.
Is this a subscription?
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No. One payment, lifetime access. The files are yours to keep, edit, and use forever. If we release significant updates, existing customers get them free.
Can my whole team use these?
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Yes. The licence covers use within your own agency. Share with your entire team — that's the whole point of having documented systems.
Will this work for agencies outside the UK?
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The SOPs, templates, and processes are universal for any English-speaking SEO agency. The contract template and local SEO checklist have UK-specific references, clearly marked and easy to adapt. Prices are shown in GBP and USD — checkout converts to your local currency automatically.
I'm a solo consultant — is this overkill?
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Start with the sections you need now (likely Sections 1–4) and grow into the rest. The team management and finance sections will be there when you're ready to scale. The AI Toolkit and client-facing reports are valuable at any size.
What's the difference between the three tiers?
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The Starter Kit (£97 / $107) covers sales and onboarding — 15 documents. The Agency Network (£297 / $327) adds delivery SOPs, reporting, team management, and finance — 36 documents. The Agency System Complete (£397 / $437) adds the AI Toolkit plus 12 bonus documents including tracker spreadsheets, client-facing reports, and marketing tools — 49 documents total.
Can I upgrade later?
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Yes. Email us and we'll credit your previous purchase against the upgrade price. No need to re-buy anything you've already paid for.
Is the contract template legally valid?
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It's a professionally structured starting point with all key clauses an SEO agency needs. It includes a clear disclaimer recommending you have it reviewed by a solicitor or attorney before use — which we'd recommend for any business contract.

Ready to stop building from scratch?

49 documents. 40+ AI prompts. Every system your agency needs.
One payment, lifetime access, 30-day money-back guarantee.

See packages and pricing