For agencies signing a new retainer client
New client onboarding
Kick off a new client the right way: access, brand, goals and first plan.
To DoIn ProgressReviewDone
4 columns9 tasks10-day plan
For SEO teams running a repeatable monthly retainer
Monthly SEO retainer
A repeatable monthly SEO cycle: audit, content, links and reporting.
BacklogIn ProgressReviewDone
4 columns10 tasks30-day plan
For teams putting a site live for a client
Website launch checklist
Everything to ship a site: QA, SEO, analytics and go-live.
To DoIn ProgressQADone
4 columns13 tasks10-day plan
For content and social teams running a campaign end to end
Content / social campaign
Plan, produce, approve, schedule and publish a campaign.
IdeasProductionReviewScheduledPublished
5 columns9 tasks30-day plan
How it works
- Pick a board — the columns, the tasks and the deadline spacing are all on this site, before you sign up.
- Give it a start date and the day offsets become real deadlines.
- Change whatever you like. A template is a starting point, not a mould.
You can turn your own projects into templates too — a finished client board becomes the next client’s starting point.