Agency client project template (free)
Discovery to delivery for a client engagement, with approval gates and billable phases.
What is inside this template
- 6 pre-written tasks with estimates and due dates
- 5 workflow statuses tuned for agency work
- 2 custom fields ready to use
- 1 starter documents
- Opens in the board view
Inside the Agency client project template
Workflow
Backlog
Scoped
In progress
Client review
Approved
Pre-written tasks
- Kickoff call and scope confirmation · 2h estimate · 3 subtasks
- Discovery and requirements · 12h estimate · 3 subtasks
- Concept presentation · 16h estimate
- Production sprint 1 · 40h estimate
- Client review round · 6h estimate
- Final delivery and handover · 8h estimate · 3 subtasks
Custom fields
Billable · checkbox
Deliverable · select
Ready to try it?
Free plan, no credit card, no sales call. Import your current tool and see the difference this week.