The templates agencies and consulting firms run on
These are the documents every client business runs on — built into Shally as live workflows. Start a free trial to use them.
Client Proposal Template
A 15-page brand-story proposal with scope, timeline, and three-tier pricing.
Get with ShallyCampaign Brief Template
Objectives, audience, deliverables, and timeline on one shared page.
Get with ShallyInfluencer Outreach Tracker
Track creators from first contact to signed deal, with rates and status.
Get with ShallyContent Calendar Template
Plan posts by platform, owner, and approval status across the month.
Get with ShallyClient Onboarding Checklist
Every step from signed deal to kickoff, with owners and due dates.
Get with ShallyRetainer Scope-of-Work (SOW) Template
Deliverables, revision limits, and boundaries agreed before work starts.
Get with ShallyMonthly Client Report Outline
A clear structure for results, work delivered, and next month’s plan.
Get with ShallySOP Template
Document a process once — with an acknowledgment checklist so you know who has read it.
Get with ShallyAgency P&L / Project Budget Tracker
Track revenue, costs, and margin by client and by project.
Get with ShallyNo files to manage. These run live in Shally.
Shally generates branded proposals and quotes, drafts campaign briefs, and tracks content, SOPs, and budgets as live workflows — connected to your actual clients and projects. Start a free trial to put them to work.
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