Agency templates.
Copy, paste, done.
Every agency sends the same updates and asks for the same input. These templates make it easier to stay consistent without starting from scratch every week.
Client Brief Template
The information you need before the work starts: audience, message, deliverables, timeline, and open questions.
Use this template Client Handoff TemplateClient Handoff Template
What the client receives when a project ships: deliverables, next steps, how to use it, and who to contact.
Use this template Monthly Client Report TemplateMonthly Client Report Template
A monthly summary of results, decisions, and the plan for next month.
Use this template Client Status Update TemplateClient Status Update Template
A short status update for clients: what's done, what's next, and what's blocked.
Use this template Weekly Client Report TemplateWeekly Client Report Template
A weekly update format: wins, metrics, blockers, decisions, and next steps.
Use this templateQuestions & answers
Why use a template?
Templates make it easier to stay consistent. You spend less time deciding what to include and more time on the content that matters.
Can I customize these?
Yes. Copy the template and adjust the sections, tone, and details to fit your client and your process.
Do these work with AI?
Yes. Point Geniusly at your project notes and ask it to fill the template. Review the draft before you send it.
Which template should I start with?
Start with the one you send most often. For most agencies, that's the weekly client report or the client brief.
Your agent.
Where you already chat.
Get work done in Slack, WhatsApp, or text. Start with your workspace, then keep the conversation going wherever you are.