Template

Productized agency package template

Use this template to turn a fixed-scope offer into a delivery-ready service plan with clear recurring deliverables.

Copy-ready workflow
01

Package name

02

Best-fit client

03

Included deliverables

04

Cadence

05

Review rounds

The template

Package fields

Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.

Productized Agency Package Template

  1. 01Package name
  2. 02Best-fit client
  3. 03Included deliverables
  4. 04Cadence
  5. 05Review rounds
  6. 06Client responsibilities
  7. 07Exclusions
  8. 08First delivery timeline
  9. 09Proof and reporting expectations
  10. 10Upgrade or add-on rules

How to use it

Turn the document into a delivery rhythm.

Collect

Use the template to gather the details before work starts.

Structure

Turn the important steps into client deliverables and review points.

Prove

Attach approvals, versions, and final proof as the work ships.

01

Translate sales promises into delivery records

Each inclusion should become a recurring deliverable or repeatable workflow. Otherwise the package is clear on the sales page but vague in operations.

Turn the template into a live workflow.

Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.

Use this in Blae

What is a productized agency package?

It is a fixed-scope service offer with defined deliverables, cadence, pricing, approval rules, and delivery expectations.