This instant-access library of 50+ custom agency resources can save you up to 200 hours of work. Imagine if you could cross dozens of tasks off your to-do list… and finally get home in time for dinner!
Sales & BizDev
Speaking for Lead Gen
Bonus: Funny Videos
If you’re like most agency owners, you’re getting pulled in every direction, getting sucked into way too many decisions, and dealing with things that aren’t your specialty—and that you’d rather not know anyway.
To get things off your plate, your team needs to be trained. Start by using the tools in this Agency Resource Library, so you don’t have to do everything yourself. It’ll save you 50-200 hours of work, so you can focus on work that’s going to get you closer to your goals.
Account Management Resources (14)
Client Signoff Form
Client Rating Matrix
eBook: Client Onboarding for Agencies
Workbook: Client Onboarding
Scripts for 20+ Difficult Agency-Client Conversations
Client Happiness Audit
Work Breakout (WBO) Calculator to Measure Profitability
Training: Project Management 101
Client Intake Questionnaire
Kickoff Meeting Agenda
Travel Calculator for Client Visits
Agenda for Client On-Site Visit
Client Off-Boarding (Exit) Advice
Time Management Resources (5)
Time Bucket Template
TOP5 Daily Checklist
"Get it Done" Accountability Worksheet
Project "Pre-Mortem" Worksheet
3-Month S.M.A.R.T. Goal Plan
Team Management Resources (7)
Employee Performance Improvement Plan (PIP)
Task Matcher: Strategic Staffing Audit
Made to Lead: A Pocket Guide to Managing Marketing & Creative Teams
Team Preferences Survey
Email to Your Best Former Boss
Business Strategy Resources (7)
Advanced Retrospective Visualizer
Goal-Setting Shortcut Template
Market Viability Tester
Vertical Specialization Comparison Tool
Exit Price Valuation Estimator
Change Management Readiness Rater
Annual Revenue Plan Template
Sales & BizDev Resources (8)
Workbook: Create A "Fast Fail" Sales Process
"Manual Welcome" Email Template
Sales Pre-Qualification Survey
1-Page Sales Proposal Template
Training: How to Avoid Bad Sales Prospects
Training: How to Get More Upsells Later
Worksheet: Define Your Ideal Sales Lead
Worksheet: Convert More Proposal-Ready Prospects
Speaker Tools for Lead-Gen (9)
The In-Demand Marketing Agency: How to Use Public Speaking to Become an Agency of Choice
Speaker Agreement Contract
Speaker Kit Example
Marketing Promo Support Package
Event-Prep Checklist for Speaking
13 Steps to Jumpstart Your Speaking Plan
Speaker Promotion Resources
Favorite Speaking Tools & Resources
Audience Lead-Gen Survey Template
Other Self-Marketing Resources (2)
Cheat Sheet: How 12 Big Brands Chose Their Agencies
Training: How to Sell Digital Marketing Services
FAQ about the Agency Resource Library
How much does it cost?
What's the format of the library?
The resources themselves are a mix of formats—editable Google Docs and Google Sheets, downloadable PDF samples, and more.
New customers typically spend 20-60 minutes browsing the library. Everything’s organized by category, to make it easier for you to find things. Still, there’s a lot—so you’ll want to pace yourself.
Can I see a preview of the library itself?
In the free preview, the links (to the 50+ resources) are disabled. Once you buy the Agency Resource Library, you’ll get access to the version with working links.
The preview (and the library itself) comes in around 17 pages long, so you might want to pace yourself—some people find it to be overwhelming. As one agency owner noted, “This is quite a list!”
Can I see a preview of one of the resources?
As an excerpt, that shows just two of the scripts. (And since creating that excerpt, I’ve expanded the list further—from 20 scenarios to 22 scenarios.)
If you buy the Agency Resource Library (scroll down), you’ll get free access to future updates like that, too!
Can I share the library with my team?
Can I pay over time?
Do you accept credit cards?
How long do I get access?
Do you add new resources?
I’m open to requests—let me know what you want. (I can’t guarantee I’ll add it, but most additions do come from client and customer requests.)
What's your refund policy? Is there a money-back guarantee?
Does the library include a phone call or other custom advice from Karl?
Can I get a credit if I want to add coaching or consulting later?
Can I buy just one or two of the resources, instead of all 50+ resources
Does this mean I don't need a lawyer or accountant?
What if I have a question you don't answer here?
Bonus: Funny Videos & Cartoons to make you laugh
Got questions before you buy the Agency Resource Library?
Glad to help! I respond to most messages within 1-2 business days, or you can call +1-919-410-6224. –Karl