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Agency Essentials
Curated by Campshell Team Verified
Run your agency with AI-powered templates for project management, client relationships, content strategy, and performance tracking.
7 templates
Save with Small Team Lead & Manager Toolkit — $0
1
Kanban Board
A task board with columns, cards, labels, and priorities — operated by your AI agent.
Why it's included: Manage multiple client projects simultaneously with customizable boards per client.
2
CRM
Contact management with companies, deals pipeline, and interaction history.
Why it's included: Your client database — track relationships, deals, and touchpoints across accounts.
3
Content Strategy
Data-driven content planning with GSC analytics, quadrant analysis, and action tracking.
Why it's included: Plan and track content campaigns for clients with data-driven optimization.
4
Budget Tracker
Income and expense tracking with categories, recurring transactions, and reports.
Why it's included: Track project budgets and client billing across accounts.
5
SEO Tracker
Keyword tracking, backlink analysis, and technical SEO monitoring — operated by your AI.
Why it's included: Monitor client SEO performance — keywords, backlinks, and technical issues.
6
Social Media
Multi-platform content calendar with campaigns, analytics, and AI-powered scheduling.
Why it's included: Plan and schedule social content for clients across platforms.
7
Brain Vault
A connected knowledge base for notes, meetings, books, and research — operated by your AI.
Why it's included: Capture meeting notes, project briefs, and client research in one place.