Price the next project.
Connect the planned effort to the fee before you send the proposal.
THE AGENCY FIELD GUIDE
Everything you need for the next useful step.
A library for the decisions behind good client work. Model the numbers, borrow a structure, learn the workflow or get a person involved.
TRY A FREE TOOLGood project.
Good project.
Good margin?
Bring the fee, the hours and the delivery cost. See what is left.
Check a project's marginGet scope back on track.
Make the cost of extra work visible and agree what changes next.
Start the client relationship well.
Make the first handoff clear, then give the client a place to follow along.
Run a weekly operating review.
Check capacity, margin and open decisions in one routine before the week gets away from you.
A real question deserves
a real conversation.
Setting up your workspace, planning a move or missing something in your workflow? Email the team. Feedback and feature requests are welcome too.
01 / LEARN IT. MODEL IT. PUT IT TO WORK.
Pick the format that matches the work
If you need to evaluate an assumption, start with a calculator. If the team needs a shared structure, choose a template. If you need to understand a method or tradeoff, read an article. If you are configuring the product, use documentation. This distinction prevents a common frustration: reading a broad explanation when you need an exact setup step, or copying a template without understanding the decision it is meant to support.
02 / LEARN IT. MODEL IT. PUT IT TO WORK.
Follow a practical path through the library
Price a new engagement
Read the project-pricing guide, model a fee at the intended margin and carry the assumptions into the proposal outline.
Explore this workflow ↗Recover control of a drifting project
Estimate the cost of unplanned work, document the change and agree the effect on fee, scope or timing before delivery continues.
Explore this workflow ↗Improve a recurring client workflow
Use the retainer capacity model and review template to compare the agreement with actual delivery and the next month’s priorities.
Explore this workflow ↗Set up Flowboard deliberately
Follow the getting-started guide, configure a representative project and verify client access before expanding the rollout.
Explore this workflow ↗03 / LEARN IT. MODEL IT. PUT IT TO WORK.
Keep the output with the decision
Download a calculation or template when it becomes part of a real review. Add the date, owner and assumptions so someone else can understand why the result was used. A resource is most valuable when it becomes a clear decision in the project record. It is less useful when it remains an isolated file that the team cannot connect to the approved scope or current plan.
04 / LEARN IT. MODEL IT. PUT IT TO WORK.
Use the library alongside your existing tools
The free resources are portable. CSV outputs can be reviewed in a spreadsheet, Markdown templates can be edited in a document workflow and HTML invoices can be opened in a browser. You do not have to migrate your agency to use them. When you want the ongoing records connected, the product guides explain which Flowboard workflows support that next step and where specialist software remains appropriate.
THE PRACTICAL DETAILS
Questions, answered.
Is anything gated behind an email form?
No. The resources in this library are available without submitting an email address.
Where are software comparisons?
Use the Compare and Alternatives libraries for platform evaluations and shortlist guidance.
What should I use for a product issue?
Start with the documentation, then contact support with the workflow, observed behavior and relevant context.
Start with one real project.
Good work.
Healthy margins.
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