Agency Business Command Center Bundle | Excel CRM, Dashboard & Proposal Kit

Description
✨ AGENCY BUSINESS COMMAND CENTER BUNDLE


Run your agency operations more professionally and present client offers with greater clarity through one complete 2-in-1 business system.


This premium bundle combines:
📊 Digital Agency Command Center
🎞️ Elite Business Proposal & Pitch Deck Kit


Together, they support the full agency workflow — from presenting an offer and gaining approval through client onboarding, project delivery, budget control, campaign management, retainers, tasks, team capacity and executive KPI reporting.
Designed for agencies, consultants, studios, freelancers and B2B service providers that want both stronger internal operations and a more polished client-facing experience.


IDEAL FOR
🏢 Marketing Agencies
🎨 Creative & Branding Studios
💼 Consultants
👩‍💻 Freelancers
📣 Advertising & Performance Teams
🔎 SEO / CRO Agencies
🤝 Retainer-Based Service Providers
📊 Project & Account Managers
🚀 Boutique Agencies
🏢 B2B Service Businesses


💰 BUNDLE PRICING & SAVINGS
Get both complete agency systems at a reduced bundle price.


🏫 ACADEMY / NON-PROFIT
Each product individually: $29.90
Regular combined value: $59.80
Bundle price: $49.80
💰 Save $10.00 – approx. 17%


🏢 BUSINESS
Each product individually: $39.90
Regular combined value: $79.80
Bundle price: $59.80
💰 Save $20.00 – approx. 25%


💼 CONSULTING
Each product individually: $59.90
Regular combined value: $119.80
Bundle price: $99.80
💰 Save $20.00 – approx. 17%


📦 18 PROFESSIONAL WORKING FILES
After extracting the bundle, you receive:
✅ 2 Excel agency-management workbooks
✅ 1 professional PowerPoint pitch deck
✅ 9 editable Word templates
✅ 6 PDF guides
✅ 40 PDF guide pages in total
✅ 58-slide PowerPoint presentation
✅ Realistic sample data
✅ Automated formulas
✅ Dropdown menus
✅ Internal navigation
✅ No Excel macros or VBA
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📊 01 | DIGITAL AGENCY COMMAND CENTER
A structured Excel operating system for day-to-day agency management.
The Main Workbook contains 8 professional sections:
🏠 Home / Start
👥 Clients CRM
💰 Project Budget
📣 Campaign Planner
🔁 Retainer Management
✅ Task Pipeline
⏱️ Team Time & Capacity
📊 KPI Dashboard


The system uses clear Manual Entry and Auto Formula logic so users can distinguish editable fields from calculated outputs.


👥 CLIENT CRM
Maintain client and prospect information including:
• Client ID
• Industry
• Segment
• Lead Source
• Client Status
• Account Manager
• Contact Information
• Follow-Up Dates
• Monthly Retainer
• Active Projects


Automatic calculations provide additional visibility into:
✅ Estimated Lifetime Value
✅ Days Since Last Contact
✅ Follow-Up Timing
✅ Client Risk Score


💰 PROJECT BUDGET MANAGEMENT
Track project financial performance with:
✅ Project Budget
✅ Cost to Date
✅ Remaining Budget
✅ Percentage Spent
✅ Estimated Margin
✅ Project Status


This helps identify projects that are approaching or exceeding their planned budgets.


📣 CAMPAIGN PERFORMANCE
Manage marketing campaigns across multiple channels.
Track:
• Campaign Budget
• Actual Spend
• Leads
• Conversions
• Revenue
• Status


The workbook automatically calculates:
📈 ROAS
💰 CPA
This provides clearer visibility into campaign efficiency and commercial performance.


🔁 RETAINER MANAGEMENT
Maintain recurring client engagements with:
✅ Billing Cycle
✅ Monthly Fee
✅ Included Hours
✅ Hours Used
✅ Hours Remaining
✅ Utilization
✅ Estimated Gross Margin
✅ Renewal Date
✅ Invoice Status
✅ Billing Health


This helps agencies monitor recurring revenue, workload and upcoming renewals.


✅ TASK PIPELINE
Manage delivery activity with:
• Client and Project
• Task
• Task Type
• Owner
• Priority
• Status
• Created Date
• Due Date
• Estimated Hours
• Actual Hours


Automatic calculations provide:
📊 Actual vs Estimated Hours
⏳ Days to Due
⚠️ Blocked and overdue visibility


⏱️ TEAM TIME & CAPACITY
Track agency time and commercial utilization by:
✅ Team Member
✅ Role
✅ Client
✅ Task
✅ Category
✅ Billable / Non-Billable
✅ Hours
✅ Bill Rate
✅ Cost Rate


Automatic calculations provide:
💰 Cost Amount
💵 Billable Revenue
📊 Weekly Utilization
📈 Billable Utilization
💰 Revenue
💸 Cost
📈 Gross Margin


📊 EXECUTIVE KPI DASHBOARD
The management dashboard provides 8 live KPIs:
💰 Monthly Retainer Revenue
👥 Active Clients
⏱️ Weekly Utilization
📈 Average ROAS
💵 Weekly Revenue
📊 Weekly Gross Margin
📣 Campaign Spend
⚠️ Blocked Tasks


Four dynamic charts visualize:
📊 Monthly Retainer Revenue by Client
📣 Campaign Revenue by Channel
✅ Task Pipeline Mix
🔁 Retainer Health Mix


The dashboard updates automatically from the connected operating sheets.
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🎁 AGENCY KICKOFF & ONBOARDING MINI KIT
A separate Excel companion helps structure the early client relationship.
It contains 4 worksheets:
🏁 Start
📝 Kickoff Briefs
📁 Assets & Access
📋 Meeting Notes


Use it to:
✅ Capture client objectives and project scope
✅ Track readiness and missing information
✅ Manage asset and access requests
✅ Track approvals
✅ Turn meetings into owned actions
✅ Monitor due dates and blockers
✅ Improve kickoff consistency


The Start page provides a live onboarding snapshot including:
📋 Briefs Approved
🚀 Ready to Build
📁 Assets Received %
✅ Open Actions
⚠️ Overdue Actions
🚨 Critical Missing Assets
📅 Due in Next 7 Days
📊 Onboarding Completion


Each operational tracker includes 15 realistic sample records.
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🎞️ 02 | ELITE BUSINESS PROPOSAL & PITCH DECK KIT
The second complete system supports the client-facing side of the agency workflow.
It contains:
🎞️ 58-Slide Business Proposal Pitch Deck
📝 9 Editable Word Templates
📘 4 Dedicated Proposal-System Guides


Use it to create professional client proposals, presentations, pricing structures, scopes, timelines, case studies and onboarding documents without starting every engagement from scratch.


🎞️ 58-SLIDE POWERPOINT PITCH DECK
The fully editable presentation covers areas including:
✨ Proposal Agenda
✨ Executive Summary
✨ Client Objectives
✨ Strategic Priorities
✨ Current Challenges
✨ Recommended Solution
✨ Solution Pillars
✨ Services
✨ Methodology
✨ Scope & Governance
✨ Project Phases
✨ Timeline Options
✨ Team
✨ Investment
✨ Package Comparison
✨ Payment Terms
✨ Case Studies
✨ Proof & Results
✨ FAQs
✨ Risk Mitigation
✨ Terms
✨ Roadmap
✨ Approval & Sign-Off
✨ Final Recommendation


The deck is designed for strategic client presentations, consulting proposals and high-value service offers.
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📝 9 EDITABLE WORD TEMPLATES
The bundle includes:

1. Business Proposal Template
   
2. Scope of Work Template
   
3. Proposal Letter Template
   
4. Pricing Pages Template
   
5. Case Study Template
   
6. Project Timeline Template
   
7. Approval & Signature Pages
   
8. FAQ / Commercial Notes Template
   
9. Client Onboarding & Kickoff Template
   

The files are structured to support different stages of the client relationship rather than forcing every proposal into one single document.
📄 BUSINESS PROPOSAL
Create detailed written proposals with sections for:
✅ Executive Summary
✅ Client Context
✅ Challenges
✅ Proposed Solution
✅ Scope
✅ Deliverables
✅ Methodology
✅ Timeline
✅ Roles & Responsibilities
✅ Team
✅ Investment
✅ Case Studies
✅ Approval


📄 SCOPE OF WORK
Document:
• Scope boundaries
• Included services
• Deliverables
• Project phases
• Roles and responsibilities
• Assumptions
• Change control
• Acceptance criteria
• Risks
• Approvals


💰 PRICING PAGES
Present commercial options using layouts for:
✅ Investment Overview
✅ Package Comparisons
✅ Milestone Pricing
✅ Phase-Based Pricing
✅ Hourly Models
✅ Retainer Models


📈 CASE STUDY & PROOF SYSTEM
Create structured proof pages around:
• Client context
• Challenge
• Solution
• Workstreams
• Deliverables
• Results
• KPIs
• Testimonials


📅 PROJECT TIMELINE
Build client-ready:
✅ Executive Roadmaps
✅ Phase Timelines
✅ Milestone Trackers
✅ Workstream Plans
✅ Monthly Roadmaps
✅ Weekly Implementation Plans


✍️ APPROVAL & COMMERCIAL DOCUMENTS
The bundle also provides dedicated files for:
✅ Client approval
✅ Signature pages
✅ Milestone sign-off
✅ FAQ and commercial notes
✅ Payment terms
✅ Proposal letters
✅ Client onboarding
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📘 6 PDF GUIDES / 40 PAGES
The full bundle contains:
📘 Agency Business Command Center START HERE Guide – 10 pages
📘 Digital Agency Command Center How-to Guide – 12 pages
📘 Proposal Kit Quick Start Guide – 4 pages
📘 Proposal Kit File Overview – 4 pages
📘 How to Use & Edit – 5 pages
📘 Font & Brand Guide – 5 pages
The guides explain setup, workflow, editing, compatibility, document selection, branding and quality-control practices.
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🚀 ONE COMPLETE AGENCY WORKFLOW
The two systems are designed to work together:
Lead / Opportunity
→ Proposal
→ Pitch Deck
→ Scope & Pricing
→ Approval
→ Client Kickoff
→ CRM
→ Budget
→ Campaigns
→ Retainers
→ Tasks
→ Time & Capacity
→ KPI Review


Use the proposal system to win and onboard the engagement.
Use the Digital Agency Command Center to manage the relationship and delivery after the work begins.
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✨ PROFESSIONAL & EDITABLE
✅ Excel workbooks
✅ Word documents
✅ PowerPoint presentation
✅ PDF guides
✅ Realistic sample data
✅ Automated Excel calculations
✅ Validated dropdowns
✅ Clear Manual / Formula logic
✅ Fully editable source files
✅ No Excel macros
✅ No Excel VBA


Microsoft Office is recommended for the most consistent original experience.
The Excel workbooks may also be imported into Google Sheets. Formatting, chart appearance, dropdown behavior and navigation may display slightly differently after conversion.


P. DISCLAIMER
⚖️ BUSINESS, FINANCIAL & CLIENT-DOCUMENT DISCLAIMER
This product is an editable organizational, agency-management and client-document template bundle intended for general business use.


It does not constitute legal, tax, financial, accounting, compliance or other professional advice.
Budget figures, profitability indicators, ROAS calculations, utilization metrics and other workbook outputs depend on the data entered by the user.


The proposal, Scope of Work, approval and commercial templates are starting frameworks and do not automatically create legally binding or jurisdiction-specific agreements.


Users remain responsible for reviewing all content, calculations, pricing, contractual language and client-facing documents and obtaining qualified professional advice where appropriate.