Resource Downloads

A workbook to help you better position your agency business

A workbook to help you define your goals as an agency owner

A step-by-step guide to building budgets for client work to ensure profitability.

A Master Services Agreement and Statement of Work to help get you started with the basic paperwork needed for every agent client.

Guidelines, policies, and processes to help inform employees of expectations and provide answers to common questions.

Simple paperwork to govern the relationship with freelancers and protect the agency’s interests.

It is quite common for clients and prospective clients to want you to sign a non-disclosure agreement (NDA). If you’re discussing a joint venture or other business arrangement with another company, they may request the same. Most NDA’s are fairly similar, but it is important to ensure that the provisions are mutual so that you

If your agency has more than one owner, you should have an agency partnership agreement. In addition to (or as part of) that document, you should also have a buy-sell agreement that specifies how partners can sell or otherwise dispose of their equity in the business. Having such a document in place from the beginning

If your agency is owned by more than one individual, you should have a comprehensive partnership agreement that outlines how decisions are made, what decisions require a full partnership vote, and how to handle conflicts, changes, and other potential challenges. A Limited Liability Company is a common business structure for a PR or marketing agency,

Most agencies conduct periodic assessments of employee performance. Many individuals find these to be a helpful annual experience. In addition to clearly communicating with the employee in a 1-on-1 meeting, the employee’s supervisor should provide a written assessment for the employee’s human resources file. There are many different approaches to conducting performance reviews — and