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About this Account Plan: Agency Client Retainer one pager template
A marketing agency's plan for a retail client: retainer and results, trends for the work it owns, hours used by service, the client's goals beside the risks to the account and the plan to keep and grow it. The sheet opens on "Account Plan: Bloom & Birch Home Stores", then the client in numbers, results we own, hours used per month, client goals for 2027 and risks to the account. Swap in your own figures, names and dates, set your colours, then download it as a PDF or share it as a link. Every word, number and colour is editable.
Account Plan: Agency Client Retainer One-Pager Template
A marketing agency's plan for a retail client: retainer and results, trends for the work it owns, hours used by service, the client's goals beside the risks to the account and the plan to keep and grow it.
- Download free
- Change every word, number and color
- Download as PDF or PNG
What’s on it
- Headline numbersThe Client in Numbers
- Trend linesResults We Own
- Trend linesHours Used per Month
- Points with iconsClient Goals for 2027
- Points with iconsRisks to the Account
- The one thing to act onOur Plan
Edit every word, chart and color
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