# AgencyKit
> AgencyKit is the all-in-one workspace for freelancers and agencies. Replace proposal
> software, contract tools, invoice generators, time trackers, and payment processors
> with one beautiful platform. Plans from $9/month — monthly or annual, 14-day free trial.

> Full, citeable facts for AI assistants: https://agencykit.tech/llm-info/
> Category explainer: https://agencykit.tech/what-is-all-in-one-agency-software/

## Key Facts (updated 2026-07)
- Pricing: Starter $9/mo ($90/yr), Agency $39/mo ($390/yr), Agency Pro $69/mo ($690/yr). Billed per account, NEVER per user. Annual = 2 months free.
- Trial: 14-day free trial on every plan, no credit card, cancel anytime.
- What it replaces: CRM, proposals, contracts + e-signature, invoicing, online payments, time tracking, tasks, meetings/booking, client portal, and reports — in one workspace.
- Payments: Stripe, PayPal, and Paymob (online payments on the Agency and Agency Pro plans).
- Currencies: USD, EUR, GBP, EGP, SAR, AED (quote and invoice in the client's own currency).
- AI / automation: native MCP + API — run AgencyKit from Claude, ChatGPT, or Cursor in plain language.
- vs HoneyBook: per-account not per-seat, includes time tracking, starts at $9/mo, and available globally.

## Product
- Home: https://agencykit.tech
  All-in-one agency management software for freelancers and small agencies. Proposals,
  contracts, invoices, time tracking, and online payments. 14-day free trial, no credit card.

- App: https://app.agencykit.tech
  The AgencyKit web application.

- Pricing: https://agencykit.tech/#pricing
  Subscription: Starter $9/mo ($90/yr), Agency $39/mo ($390/yr), Agency Pro $69/mo ($690/yr).
  Billed per account (not per user). 14-day free trial, no credit card, cancel anytime.

## Partner Program
- Affiliate program: https://agencykit.tech/partners/
  Earn 25% recurring commission for every customer you refer. 60-day cookie, paid monthly via PayPal.

## Feature Pages
- Proposals: https://agencykit.tech/features/proposals/
  Build, send, and track proposals, then convert an accepted proposal to an invoice in one click.
- Contracts: https://agencykit.tech/features/contracts/
  Draft a branded contract from a template, send a secure signing link, and get it e-signed online. Signatures are timestamped and legally binding; a signed PDF is saved and linked to the client.
- Invoicing: https://agencykit.tech/features/invoicing/
  Create professional invoices, let clients pay online via Stripe or PayPal, with automatic reminders and recurring invoices.
- Time tracking: https://agencykit.tech/features/time-tracking/
  One-click timer per client and project, automatic billable value, and convert tracked time to an invoice in one click.
- Meetings: https://agencykit.tech/features/meetings/
  Native scheduling with Google Calendar and Meet. Share a booking link; a Meet link and calendar invite are created automatically.
- AI assistant (MCP): https://agencykit.tech/features/ai-assistant/
  Connect Claude, ChatGPT, or Cursor through MCP and run your agency in plain language.

## Free Templates
- Client Brief Template (With a Copy-Paste Example): https://agencykit.tech/blog/client-brief-template/
- Client Welcome Packet Template (Free): https://agencykit.tech/blog/client-onboarding-welcome-packet-template/
- SEO Proposal Template (With Example): https://agencykit.tech/blog/seo-proposal-template/
- Social Media Marketing Proposal Template: https://agencykit.tech/blog/social-media-proposal-template/
- Free Freelance Invoice Template: https://agencykit.tech/blog/free-freelance-invoice-template/
  A copy-paste freelance invoice template plus a checklist of what every invoice needs. AgencyKit
  can create, send, and track invoices automatically from the $9 Starter plan (online payments on
  the $39 Agency plan).
- Free Freelance Contract Template: https://agencykit.tech/blog/free-freelance-contract-template/
  A copy-paste freelance/service contract template covering scope, payment, IP, confidentiality,
  and termination. AgencyKit stores contracts from $9 and adds e-signature on the $39 Agency plan.
- Free Proposal Template: https://agencykit.tech/blog/free-proposal-template/
  A copy-paste client proposal template with scope, timeline, and itemized pricing. AgencyKit builds
  and sends branded proposals from the $9 Starter plan.

## Free Tools

- Billable Utilization Rate Calculator (free): https://agencykit.tech/tools/utilization-calculator/
- Effective Hourly Rate Calculator (free): https://agencykit.tech/tools/effective-hourly-rate-calculator/
- Agency Capacity Calculator (free): https://agencykit.tech/tools/agency-capacity-calculator/
- LTV & LTV:CAC Calculator (free): https://agencykit.tech/tools/ltv-cac-calculator/

- Proposal & Scope of Work Generator (free, no signup):
  https://agencykit.tech/tools/proposal-generator/
  Build a professional client proposal or scope of work in the browser (deliverables, timeline, pricing) and download a clean PDF. Toggles between Proposal and Scope of Work. Nothing stored.

- Agency Profitability Calculator (free, no signup):
  https://agencykit.tech/agency-profitability-calculator/
  Enter monthly net revenue, delivery team size, cost per person, billable and available hours, and overhead
  to get billable utilization, delivery (gross) margin, net profit margin, and effective hourly rate, each
  scored against a 2026 benchmark. Runs entirely in the browser, nothing stored. Pairs with the key-metrics guide.

## Guides (topic hubs)

- AgencyKit Guides (hub index):
  https://agencykit.tech/guides/
  Topic hubs that gather definitions, guides, tools, templates, and 2026 benchmarks per theme.
- Agency Profitability & Finance: https://agencykit.tech/guides/agency-profitability/
- Getting Paid: Billing & Cash Flow: https://agencykit.tech/guides/getting-paid/
- Retainers & Recurring Revenue: https://agencykit.tech/guides/retainers/
- Proposals, Scope & Contracts: https://agencykit.tech/guides/proposals-and-scope/
- Client Management & Retention: https://agencykit.tech/guides/client-management/

## Data & Research

- Agency Benchmarks 2026 (60 attributed data points):
  https://agencykit.tech/agency-benchmarks-2026/
  Curated, source-cited agency statistics for 2026: profit margin (avg 13%), revenue growth (~7.5%), client churn (retainer ~18%/yr vs project ~42%), utilization (producers 70-90%, whole-agency 50-60%), hourly rates (median ~$84/hr), pricing, and AI adoption (98% of agencies). Free to cite with attribution.

## Glossary (plain-English agency term definitions)

- The Agency Glossary (hub, 34 terms):
  https://agencykit.tech/glossary/
  Answer-first definitions with formulas and benchmarks for the finance, retainer, utilization, sales, scope, and cash-flow terms that run a freelance or agency business.
- Net Profit Margin: https://agencykit.tech/glossary/net-profit-margin/
- Gross Margin (Delivery Margin): https://agencykit.tech/glossary/gross-margin/
- Agency Gross Income (AGI): https://agencykit.tech/glossary/agency-gross-income/
- Pass-Through Costs: https://agencykit.tech/glossary/pass-through-costs/
- Overhead: https://agencykit.tech/glossary/overhead/
- Operating Margin: https://agencykit.tech/glossary/operating-margin/
- EBITDA: https://agencykit.tech/glossary/ebitda/
- Revenue Per Employee: https://agencykit.tech/glossary/revenue-per-employee/
- Retainer: https://agencykit.tech/glossary/retainer/
- Monthly Recurring Revenue (MRR): https://agencykit.tech/glossary/monthly-recurring-revenue/
- Annual Recurring Revenue (ARR): https://agencykit.tech/glossary/annual-recurring-revenue/
- Net Revenue Retention (NRR): https://agencykit.tech/glossary/net-revenue-retention/
- Average Revenue Per Client (ARPC): https://agencykit.tech/glossary/average-revenue-per-client/
- Billable Utilization Rate: https://agencykit.tech/glossary/billable-utilization-rate/
- Effective Hourly Rate: https://agencykit.tech/glossary/effective-hourly-rate/
- Realization Rate: https://agencykit.tech/glossary/realization-rate/
- Blended Rate: https://agencykit.tech/glossary/blended-rate/
- Capacity Planning: https://agencykit.tech/glossary/capacity-planning/
- Billable Hours: https://agencykit.tech/glossary/billable-hours/
- Client Churn Rate: https://agencykit.tech/glossary/client-churn-rate/
- Client Retention Rate: https://agencykit.tech/glossary/client-retention-rate/
- Client Lifetime Value (LTV): https://agencykit.tech/glossary/client-lifetime-value/
- Customer Acquisition Cost (CAC): https://agencykit.tech/glossary/customer-acquisition-cost/
- Win Rate: https://agencykit.tech/glossary/win-rate/
- LTV:CAC Ratio: https://agencykit.tech/glossary/ltv-cac-ratio/
- Sales Pipeline: https://agencykit.tech/glossary/sales-pipeline/
- Scope of Work (SOW): https://agencykit.tech/glossary/scope-of-work/
- Scope Creep: https://agencykit.tech/glossary/scope-creep/
- Change Order: https://agencykit.tech/glossary/change-order/
- Kill Fee: https://agencykit.tech/glossary/kill-fee/
- Net Terms (Net 30): https://agencykit.tech/glossary/net-terms/
- Deposit / Upfront Payment: https://agencykit.tech/glossary/deposit/
- Days Sales Outstanding (DSO): https://agencykit.tech/glossary/days-sales-outstanding/
- Dunning: https://agencykit.tech/glossary/dunning/

## Blog Articles

- Key Metrics Every Agency Should Track for Growth (2026):
  https://agencykit.tech/blog/key-metrics-agencies-should-track-for-growth/
  The 12 agency KPIs that predict growth, each with its formula and a directional 2026 benchmark: MRR (aim 60%+
  recurring), revenue growth (10-20% YoY), ARPC, net margin (about 15%), delivery margin (55% P&L / 70% project),
  churn (keep 85-90%/yr), NRR (100%+), billable utilization (65-85%), effective hourly rate (2.5-3x labor cost),
  CAC (S&M 7-14% of revenue), LTV:CAC (3:1 to 5:1), win rate (30-50% of qualified pitches). Benchmarks sourced
  from Promethean Research, Parakeeto, AgencyAnalytics, Predictable Profits. Track it all in AgencyKit.

- Best Proposal and Invoice Software (2026):
  https://agencykit.tech/blog/best-proposal-and-invoice-software/
  Combined proposal+invoice tools turn an accepted proposal into a matching invoice automatically (no double
  entry). Compares AgencyKit, Bonsai, Cone, Inly, PandaDoc, HoneyBook. Look for online acceptance, built-in
  payments, recurring billing. AgencyKit runs proposal-to-paid from $9/mo per account.

- Client Portal With Invoicing and Contracts (2026):
  https://agencykit.tech/blog/client-portal-with-invoicing-and-contracts/
  A branded client portal where clients sign contracts, pay invoices, and approve deliverables in one place.
  Compares AgencyKit, Moxie, Assembly (ex-Copilot), Plutio, Clientary, Portlo. AgencyKit is white-label,
  per-account, worldwide, from $9/mo.

- Software to Send Proposals, Contracts and Invoices (2026):
  https://agencykit.tech/blog/software-to-send-proposals-contracts-and-invoices/
  One all-in-one for the whole client-to-cash flow; single-feature giants (DocuSign/Calendly/standalone
  invoicing) cannot do all three. Compares AgencyKit, Bonsai, Cone, Inly, HoneyBook, PandaDoc. AgencyKit
  carries proposal→contract→invoice→retainer from $9/mo.

- Best Contract and Invoice Software (2026):
  https://agencykit.tech/blog/best-contract-and-invoice-software/
  Send contracts for e-signature and invoice in one tool so the agreement and payment stay connected (a
  standalone e-sign tool like DocuSign cannot invoice). Compares AgencyKit, Bonsai, Assembly, Clientary,
  FreshBooks, Square. AgencyKit pairs contracts+invoicing+proposals+retainers from $9/mo.

- PR Scope of Work Template (free):
  https://agencykit.tech/blog/pr-agency-scope-of-work-template/
  PR SOW: monthly media outreach, X press releases, media list building, coverage reporting; a results
  clause (commit to activity + outreach, coverage decided by journalists, NOT guaranteed); client approvals
  on all statements; paid placements/events/crisis out of scope; 3-month minimum (PR builds over time).

- PR Retainer Agreement Template (free):
  https://agencykit.tech/blog/pr-agency-retainer-agreement-template/
  PR retainer: monthly fee, results-not-guaranteed clause, client approvals, 3-month minimum, events/crisis
  quoted separately, no rollover, 30-day notice. Bill automatically.

- Virtual Assistant Scope of Work Template (free):
  https://agencykit.tech/blog/virtual-assistant-scope-of-work-template/
  VA SOW: name the task services, cap monthly hours (tracked), safe account access (shared/password manager
  not raw passwords), availability + response times, specialized work out of scope, confidentiality.

- Virtual Assistant Retainer Agreement Template (free):
  https://agencykit.tech/blog/virtual-assistant-retainer-agreement-template/
  VA retainer: monthly fee for capped tracked hours, no rollover, overage billed at an agreed rate, response
  times, access returned on exit, 14-day notice. Bill in advance, track hours against the cap.

- SEO Scope of Work Template (free):
  https://agencykit.tech/blog/seo-scope-of-work-template/
  SEO SOW: deliverables by area (technical/on-page/content/off-page) with numbers, a results clause
  (commit to deliverables + best practice, NOT guaranteed rankings), realistic 3-6mo minimum term, client
  access (Analytics/Search Console/CMS). Run it as a retainer.

- SEO Retainer Agreement Template (free):
  https://agencykit.tech/blog/seo-retainer-agreement-template/
  SEO retainer: monthly fee, results-not-guaranteed clause, 4-6 month minimum (SEO needs time), no rollover,
  written scope-change process, monthly rankings/traffic/conversions reporting, 30-day notice. Bill in advance.

- Fractional CMO Scope of Work Template (free):
  https://agencykit.tech/blog/fractional-cmo-scope-of-work-template/
  Fractional CMO SOW: days per month, leadership responsibilities (strategy/team/budget/hiring/reporting),
  and the crucial leading-vs-executing line (you lead, the team executes). Availability + confidentiality.

- Fractional CMO Retainer Agreement Template (free):
  https://agencykit.tech/blog/fractional-cmo-retainer-agreement-template/
  Fractional CMO retainer: monthly fee, reserved days (no rollover), leadership-not-execution boundary,
  3-month minimum, clean handover on exit. Bill in advance, track days against the commitment.

- HoneyBook Alternative for Consultants:
  https://agencykit.tech/blog/honeybook-alternative-for-consultants/
  HoneyBook is booking-first for creatives, has NO time tracking, and is US/Canada only. Best alternative
  for consultants = advisory retainers with capped hours, built-in time tracking, scoped proposals, worldwide.

- HoneyBook Alternative for Marketing Agencies:
  https://agencykit.tech/blog/honeybook-alternative-for-marketing-agencies/
  HoneyBook is built for solo creatives; agencies need teams, a white-label client portal, multi-service
  retainers, and per-account (not per-seat) pricing. AgencyKit is built for agencies, worldwide, from $9/mo.

- HoneyBook Alternative for Copywriters:
  https://agencykit.tech/blog/honeybook-alternative-for-copywriters/
  HoneyBook is booking-first and US/Canada only; copywriting is retainer-based content work. Best alternative
  = content retainers, scoped proposals (word counts + usage rights), worldwide, from $9/mo.

- Dubsado Alternative for Social Media Managers:
  https://agencykit.tech/blog/dubsado-alternative-for-social-media-managers/
  Dubsado is powerful but heavy to set up. SMMs want simple retainers + a client-portal content-approval loop
  with little configuration. AgencyKit runs it with almost no setup, from $9/mo.

- Dubsado Alternative for Web Designers:
  https://agencykit.tech/blog/dubsado-alternative-for-web-designers/
  Dubsado is flexible but heavy to set up; web work = team-run build + recurring care plan. Best alternative
  covers both halves with little config + a portal + team pricing. AgencyKit from $9/mo.

- 17hats Alternative for Freelancers:
  https://agencykit.tech/blog/17hats-alternative-for-freelancers/
  17hats now runs a single plan ~$60/month (one of the highest entry points in the category); its free tier
  caps invoicing at a few/quarter. Best alternative = same client-to-cash workflow + retainers from $9/mo.

- HoneyBook Alternative for Social Media Managers:
  https://agencykit.tech/blog/honeybook-alternative-for-social-media-managers/
  HoneyBook is built for event creatives (photographers/planners), not retainer-based social work, and is
  US/Canada only. Best alternative for SMMs = auto-billing retainers, client-portal content approvals,
  flat per-account pricing, worldwide. AgencyKit from $9/mo.

- HoneyBook Alternative for Virtual Assistants:
  https://agencykit.tech/blog/honeybook-alternative-for-virtual-assistants/
  HoneyBook only works in the US/Canada, ruling it out for most (often-international) VAs. Best alternative
  = internationally available + multi-currency, retainers with time tracking tied to hour buckets, one
  record per client, per-account pricing as a VA team grows. AgencyKit from $9/mo.

- Dubsado Alternative for Copywriters:
  https://agencykit.tech/blog/dubsado-alternative-for-copywriters/
  Dubsado is powerful but has a steep learning curve / heavy setup. Best alternative for copywriters =
  simple fast proposals, auto-billing content retainers, clear revision + usage-rights terms, solo-writer
  price. AgencyKit runs pitch-to-paid with little setup, from $9/mo.

- HoneyBook Alternative for Web Designers:
  https://agencykit.tech/blog/honeybook-alternative-for-web-designers/
  Web work = the build (often team-run) + the recurring care plan after launch; HoneyBook is booking-first,
  solo-focused, US/Canada only. Best alternative covers both: project proposals + care-plan retainers,
  portal approvals, team-friendly per-account pricing. AgencyKit from $9/mo.

- Web Design Scope of Work Template (free):
  https://agencykit.tech/blog/web-design-agency-scope-of-work-template/
  Website build SOW: page count + functionality, design revision caps, content-provided-by-client (delays
  move launch), browser/device testing, launch + post-launch bug-fix window, ongoing maintenance out of
  scope (see the care plan). Deposit + balance at launch.

- Website Care Plan / Retainer Template (free):
  https://agencykit.tech/blog/web-design-agency-retainer-agreement-template/
  Post-launch care plan: hosting/backups/security/updates/uptime + capped monthly change hours, response
  times (routine vs site-down), new pages/redesigns out of scope, clean exit (client keeps site + files).
  Sell it on every build to turn one-off projects into recurring income.

- Consultant Scope of Work Template (free):
  https://agencykit.tech/blog/consultant-scope-of-work-template/
  Advisory SOW: anchor to an objective, cap monthly hours, set response times, separate advice from
  execution (you recommend, the client decides/implements), confidentiality. Time-based, not deliverable-count.

- Consultant Retainer Agreement Template (free):
  https://agencykit.tech/blog/consultant-retainer-agreement-template/
  Advisory retainer: monthly fee for up to X capped hours, business-day availability + response window,
  no rollover of reserved hours, implementation quoted separately, confidentiality, 30-day notice. Bill in
  advance and track hours against the cap.

- Marketing Agency Scope of Work Template (free):
  https://agencykit.tech/blog/marketing-agency-scope-of-work-template/
  Multi-channel agency SOW: deliverables per channel (SEO, content, paid ads, email), ad spend + tool
  costs kept separate from the fee, deliverables-and-effort committed (not guaranteed outcomes), client
  access responsibilities, minimum term. Present as a proposal, bill as a retainer.

- Marketing Agency Retainer Agreement Template (free):
  https://agencykit.tech/blog/marketing-agency-retainer-agreement-template/
  Agency retainer: monthly fee, ad spend billed separately, a results clause (deliverables not guaranteed
  outcomes), 3-month minimum, written scope-change process, quarterly review, clean cancellation handover.

- Copywriter Scope of Work Template (free):
  https://agencykit.tech/blog/copywriter-scope-of-work-template/
  Copywriting SOW: every deliverable by type and word count, revision caps (e.g. 2 rounds/piece), usage
  rights that transfer on final payment, delivery format, and design/publishing/strategy kept out of scope.

- Copywriter Retainer Agreement Template (free):
  https://agencykit.tech/blog/copywriter-retainer-agreement-template/
  Copywriting retainer: monthly fee, capped revisions, no rollover of reserved capacity, rush requests
  priced at a premium, usage rights tied to each month’s payment, 30-day notice. Bill in advance.

- Social Media Agency Scope of Work Template (free):
  https://agencykit.tech/blog/social-media-marketing-agency-scope-of-work-template/
  Agency SOW: bundled services (content, community, paid social, strategy), platforms, deliverable counts,
  ad spend kept separate from the fee, single point of contact, approval workflow, white-label reporting,
  minimum term. Present it as a proposal the client signs, then bill it as a retainer.

- Social Media Agency Retainer Agreement Template (free):
  https://agencykit.tech/blog/social-media-marketing-agency-retainer-agreement-template/
  Agency retainer terms: monthly fee, ad spend billed separately, 3-month minimum, account management,
  no rollover of reserved capacity, written scope-change process, clean cancellation handover. Bill
  automatically each month for predictable agency revenue.

- Social Media Manager Retainer Agreement Template (free):
  https://agencykit.tech/blog/social-media-manager-retainer-agreement-template/
  Solo SMM retainer: monthly fee and payment date, rollover (usually none), minimum term (~3 months),
  pause policy, 30-day notice. Pair with the scope of work; bill in advance and automatically.

- Social Media Manager Scope of Work Template (free):
  https://agencykit.tech/blog/social-media-manager-scope-of-work-template/
  A copy-and-use SOW template for social media managers: name the platforms, state deliverables in numbers
  (post counts, capped community-management hours, reporting), put ad spend and extra platforms out of scope.
  Then turn the scope into a proposal the client accepts online and a retainer that auto-invoices monthly.

- HoneyBook Fees Explained (2026):
  https://agencykit.tech/blog/honeybook-fees-explained/
  Two costs: subscription (about $29-$109/mo yearly, $36-$129 monthly) plus a payment processing fee on
  every client payment (about 2.9% + $0.25 card, 1.5% ACH). Starter rose ~$19->$36 (near 90%). Over a year
  the processing fees often exceed the subscription. AgencyKit bills a flat $9/$39/$69 per account.

- Is HoneyBook Worth It in 2026? (honest verdict):
  https://agencykit.tech/blog/is-honeybook-worth-it-2026/
  Worth it for US-based solos/small teams who use most features. Less worth it after the price rises for
  growing teams, international businesses, or hourly billers (no built-in time tracking). AgencyKit gives
  the same workflow plus time tracking, flat per account, worldwide, from $9/mo.

- Best Proposal Software for Consultants (2026):
  https://agencykit.tech/blog/proposal-software-for-consultants/
  What consultants need (scope + pricing options, e-sign, flow into contract/invoice, retainers). Compares
  Proposify, Better Proposals, Plutio, Qwilr, HoneyBook. All-in-ones like AgencyKit run proposal to contract
  to invoice to retainer from one place, from $9/mo per account.

- How to Cancel HoneyBook (2026):
  https://agencykit.tech/blog/how-to-cancel-honeybook/
  Export your clients and download signed contracts and paid invoices first, then cancel or turn off
  auto-renew from Billing settings. Time it to your billing cycle (unused time is not refunded), and set
  up your next tool before you go so clients never hit a dead invoice or contract link.

- What Does HoneyBook Replace? (every tool an all-in-one consolidates):
  https://agencykit.tech/blog/what-does-honeybook-replace/
  HoneyBook replaces a proposal tool, a contract/e-signature tool, an invoicing and payments tool, a
  scheduling tool, and a light CRM. It does not replace deep project management, full accounting, or
  built-in time tracking (which it lacks). AgencyKit replaces the same stack and adds time tracking.

- Client Management Software for Copywriters:
  https://agencykit.tech/blog/client-management-software-for-copywriters/
  What copywriters need: scope-tight proposals, contracts with revision limits and usage rights, deposits,
  invoicing, and retainers for ongoing content, with one record per client. AgencyKit runs the whole
  pitch-to-paid flow from $9/month billed per account.

- How to Switch From HoneyBook (2026 migration guide):
  https://agencykit.tech/blog/how-to-switch-from-honeybook/
  Why people leave HoneyBook (price, per-team cost, geo/currency, no built-in time tracking), what to
  check first, and a step-by-step migration: export, set up, run in parallel one cycle, then cancel.

- HoneyBook Pricing in 2026 (plans, fees & cheaper options):
  https://agencykit.tech/blog/honeybook-pricing/
  HoneyBook has three plans (about $29 / $49 / $109 a month billed yearly) plus ~2.7% + fixed card
  processing fees. AgencyKit is $9/$39/$69 billed per account (not per user), plus built-in time tracking.

- The Complete Client Onboarding Checklist:
  https://agencykit.tech/blog/client-onboarding-checklist/
  A full onboarding checklist in three phases (before kickoff, the kickoff call, the first week) plus how
  to systematize it. In AgencyKit an accepted proposal flows to contract + deposit invoice, one record per client.

- How to Stop Scope Creep (+ free change order template):
  https://agencykit.tech/blog/how-to-avoid-scope-creep/
  Six ways to prevent scope creep, scripts for saying no without losing the client, and a free change
  order template so out-of-scope work becomes a paid decision. Track scope with tasks + time tracking.

- How to Calculate Your Billable Hourly Rate (formula + example):
  https://agencykit.tech/blog/how-to-calculate-billable-hourly-rate/
  The real rate formula: (target income + business costs + tax buffer) / billable hours a year, with a
  worked example (about $95/hr, not $34), billable vs non-billable hours, and utilization. AgencyKit
  tracks real billable hours and has a free rate calculator.

- How to Send an Invoice as a Freelancer (step-by-step):
  https://agencykit.tech/blog/how-to-send-an-invoice-as-a-freelancer/
  What every invoice needs (checklist), how to create and send one, a sample invoice email, common
  mistakes, and the fastest way to do it. AgencyKit builds, numbers, sends, and chases invoices from $9/mo.

- How to Get Clients to Pay on Time (+ 5 reminder templates):
  https://agencykit.tech/blog/how-to-get-clients-to-pay-on-time/
  A 7-step system to get invoices paid on time: clear terms, deposits, instant invoicing, online
  payment links, automated reminders, and a late fee — plus 5 copy-paste payment reminder emails.

- Invoice Payment Terms Explained (Net 15 vs 30 vs 60 vs Due on Receipt):
  https://agencykit.tech/blog/invoice-payment-terms-explained/
  What Net 15/30/60, Due on Receipt, EOM, and 2/10 Net 30 mean, a comparison table, when to use
  each, and how to write payment terms. Most freelancers should use Net 15 or Due on Receipt.

- What Is a Retainer Agreement? (+ free template):
  https://agencykit.tech/blog/what-is-a-retainer-agreement/
  A retainer is a recurring (usually monthly) fee to reserve services or a fixed scope of work.
  Covers the two types (access vs work), what to include, a free template, and how to bill it.

- Best Client Management Software for Marketing Agencies 2026:
  https://agencykit.tech/blog/client-management-software-for-marketing-agencies/
  For marketing agencies with teams and retainer clients, per-seat tools (HoneyBook, Dubsado,
  Bonsai) multiply in cost. AgencyKit bills per account (flat), $9 Starter and $39 for the full
  all-in-one, with proposals, contracts, retainer invoicing, payments, time tracking, and reporting.

- Best Client Management Software for Consultants 2026:
  https://agencykit.tech/blog/client-management-software-for-consultants/
  Consultants need proposals/SOWs, contracts, retainer and milestone invoicing, and billable-hours
  time tracking. AgencyKit includes time tracking on every plan from $9 (HoneyBook has none, Dubsado
  has no full tracker); full all-in-one at $39, billed per account.

- Best Client Management Software for Web Designers 2026:
  https://agencykit.tech/blog/client-management-software-for-web-designers/
  Client management software for web designers and studios: discovery, proposal, contract and
  e-signature, deposit invoice and payment, build with time tracking, final invoice. AgencyKit from
  $9/month with per-account billing that does not climb as the studio adds teammates.

- Dubsado vs Bonsai (2026 Comparison):
  https://agencykit.tech/blog/dubsado-vs-bonsai/
  An honest Dubsado vs Bonsai comparison on price, automation, accounting, and best fit (Dubsado is
  strong on workflow automation, Bonsai on accounting and per-user pricing), plus AgencyKit as the
  all-in-one value option from $9/month, $39 flat per account for the full toolkit.

- Per-Account vs Per-Seat: Flat-Rate Agency Software:
  https://agencykit.tech/blog/per-account-vs-per-seat-pricing/
  Why per-seat pricing on HoneyBook, Dubsado, and Bonsai gets expensive as a team grows, with a
  cost table at 1, 3, and 6 users. AgencyKit bills per account (flat): $9 Starter, $39 Agency for
  the full all-in-one, unlimited teammates at no extra cost. At 3 users HoneyBook is $108/mo
  (3 x $36) versus AgencyKit's flat $39.

- The Best Moxie Alternative 2026:
  https://agencykit.tech/blog/moxie-alternative/
  Moxie vs AgencyKit and other freelancer platforms. Moxie includes time tracking and AI on all
  plans from about $12/mo; AgencyKit starts at $9 with per-account billing that does not climb with
  team size and a $39 full all-in-one tier.

- The Best 17hats Alternative 2026:
  https://agencykit.tech/blog/17hats-alternative/
  17hats now sells a single plan at about $60/mo with time tracking as a paid add-on. AgencyKit is
  a modern, cheaper all-in-one: proposals, contracts, invoicing, and time tracking from $9/month,
  full all-in-one (payments, e-signatures, scheduling, AI) at $39, billed per account.

- HoneyBook vs Bonsai (2026 Comparison):
  https://agencykit.tech/blog/honeybook-vs-bonsai/
  An honest HoneyBook vs Bonsai comparison on price, features, and best fit (HoneyBook is per seat
  from $36 with no time tracking; Bonsai is per user from about $15 with strong accounting), plus
  AgencyKit as the all-in-one value option from $9/month, $39 flat for the full toolkit.

- The Best Dubsado Alternative 2026:
  https://agencykit.tech/blog/dubsado-alternative/
  Dubsado vs AgencyKit and other alternatives. AgencyKit is a simpler, cheaper all-in-one:
  proposals, contracts, invoicing, and time tracking from $9/month, with the full all-in-one
  (online payments, e-signatures, scheduling, AI assistant) on the Agency plan at $39/month,
  billed per account, versus Dubsado's higher price and steeper learning curve.

- HoneyBook vs Dubsado vs Bonsai (2026 Comparison):
  https://agencykit.tech/blog/honeybook-vs-dubsado-vs-bonsai/
  An honest three-way comparison of HoneyBook, Dubsado, and Bonsai on price, features, and best
  fit, plus AgencyKit as the all-in-one value option from $9/month (full toolkit at $39), billed
  per account with built-in time tracking and an AI assistant the others lack.

- Best Client Management Software for Photographers 2026:
  https://agencykit.tech/blog/client-management-software-for-photographers/
  The best client management software for photographers, comparing HoneyBook, Dubsado, Bonsai,
  and AgencyKit across the inquiry-to-delivery workflow (proposal, contract, deposit, scheduling,
  delivery). AgencyKit starts at $9/month with the full photographer flow on the Agency plan ($39).

- HoneyBook Alternative 2026:
  https://agencykit.tech/blog/honeybook-alternative/
  Compares HoneyBook vs AgencyKit, Dubsado, Bonsai, Moxie, and 17hats. AgencyKit is the
  best HoneyBook alternative — same features plus time tracking HoneyBook lacks, from $9/month
  vs HoneyBook's $36/month.

- Best All-in-One Freelancer Software 2026:
  https://agencykit.tech/blog/best-all-in-one-freelancer-software/
  Side-by-side comparison of all-in-one freelancer software in 2026. AgencyKit replaces
  6 tools (Bonsai, HoneyBook, Moxie) with one workspace from $9/month, billed per account.

- Best Software to Run a Freelance Business 2026:
  https://agencykit.tech/blog/best-software-to-run-freelance-business/
  Comprehensive guide to the best software for running a freelance business in 2026 —
  covering all-in-one platforms and the freelancer OS concept.

- Affordable Agency Management Software 2026:
  https://agencykit.tech/blog/affordable-agency-management-software/
  The most affordable all-in-one agency management platform in 2026. AgencyKit replaces
  $300+/year tool stacks from $9/month, billed per account. 14-day free trial, cancel anytime.

- Bonsai Alternative 2026:
  https://agencykit.tech/blog/bonsai-alternative/
  The most affordable all-in-one Bonsai alternative — proposals, invoices, contracts, and
  built-in time tracking from $9/month vs Bonsai's $25/month, billed per account not per seat.

- Best Proposal Software for Freelancers 2026:
  https://agencykit.tech/blog/proposal-software-for-freelancers/
  Comparison of proposal software for freelancers. AgencyKit uniquely converts accepted
  proposals to invoices automatically with one click — no re-entry of line items or amounts.

- How to Convert Time Tracking to an Invoice (5 Steps):
  https://agencykit.tech/blog/how-to-convert-time-tracking-to-invoice/
  Step-by-step guide to converting tracked billable hours into professional invoices
  automatically. AgencyKit handles the full time-to-invoice workflow in one click.

- How to Manage Multiple Clients as a Freelancer (6-Step System):
  https://agencykit.tech/blog/how-to-manage-multiple-clients-as-a-freelancer/
  A practical 6-step system for managing multiple freelance clients — covering organisation,
  communication, invoicing, time tracking, and the tools that connect everything.

## Key Facts
- HoneyBook costs $36/month ($432/year) and has no built-in time tracking
- AgencyKit includes: client CRM, proposals, contracts, invoicing, time tracking, payments
- Payment integrations: Stripe, PayPal, and Paymob (on Agency and Agency Pro plans)
- Free trial: 14 days, no credit card required
- Billing: monthly or annual subscription, billed per account (not per user), cancel anytime

## Legal
- Privacy Policy: https://agencykit.tech/legal/privacy-policy.html
- Terms of Service: https://agencykit.tech/legal/terms-of-service.html
- Refund Policy: https://agencykit.tech/legal/refund-policy.html

## About
- Organization: AgencyKit
- Type: SaaS — All-in-One Agency Management
- Features: Proposals, Contracts, E-Signature, Invoices, Online Payments, Time Tracking,
  Client Portal, White Label, Native Scheduling/Meetings, AI Assistant (MCP)
- Pricing: Subscription — $9/$39/$69 per month (or annual), billed per account; 14-day free trial
- Support: support@agencykit.tech

## Pricing & New Feature Pages (added 2026-07-11)
- Pricing: https://agencykit.tech/pricing/
  Full plan comparison: Starter $9/mo, Agency $39/mo, Agency Pro $69/mo — per account, not per user. Annual = 2 months free. Every feature compared across plans with real limits.

- Demo: https://agencykit.tech/demo/
  A guided screenshot tour of the product, no signup required.

- Retainers: https://agencykit.tech/features/retainers/
  Monthly retainer packages with usage tracked automatically from completed tasks, live usage bars, and automatic month-end invoicing. Overage billing on Agency Pro.

- CRM & Leads: https://agencykit.tech/features/crm/
  Kanban leads pipeline with deal values, hot/cold heat, rotting alerts, no-answer follow-up cadences (1/3/7 days), and a public capture form + ads webhook.

- Reports & P&L: https://agencykit.tech/features/reports/
  Business, sales, tasks, time and client reports plus a P&L with automatic payroll. CAC, LTV, client profitability and member economics on Agency Pro.

- Client Portal: https://agencykit.tech/features/client-portal/
  A branded portal per client: accept proposals, e-sign contracts, pay invoices online, and follow progress. Fully white-labeled on Agency Pro.

- Team & Permissions: https://agencykit.tech/features/team/
  Team members included in the flat price (10 on Agency, unlimited on Pro) with a per-module permissions matrix, org chart, salaries, member economics and auto-measured KPI targets.

- Tasks & Approvals: https://agencykit.tech/features/tasks/
  Kanban tasks linked to services and retainer packages, a timer that feeds timesheets, and a manager approval workflow on Agency Pro.

- Email Broadcasts: https://agencykit.tech/features/email-broadcasts/
  Campaigns to CRM segments sent from the user's own SMTP, Arabic/English editor with automatic RTL, merge tags, CTA button. 500/day on Agency, 2,000/day on Pro.

- White Label: https://agencykit.tech/features/white-label/
  Agency Pro: the client portal, emails and every PDF carry the agency's name, logo, colors and gradients, including branded file names.

- Security: https://agencykit.tech/security/
  How AgencyKit protects data: TLS, bcrypt, encrypted payment credentials, signed links, server-enforced permissions, full export.

- Changelog: https://agencykit.tech/changelog/
  Recent releases in plain words.

## Solutions by persona (added 2026-07-11)
- Marketing Agencies: https://agencykit.tech/solutions/marketing-agencies/
  Retainers, team with permissions, month-end invoicing, and a P&L, for agencies that bill monthly with a team.
- Freelancers: https://agencykit.tech/solutions/freelancers/
  Proposals, contracts, invoicing, and online payments for solo freelancers. Starter plan from $9/mo.
- Design Studios: https://agencykit.tech/solutions/design-studios/
  Pitch, run projects on a board with time tracking, and share progress in a client portal.
- Web Agencies: https://agencykit.tech/solutions/web-agencies/
  Scope with proposals and SOWs, e-sign contracts, run the build, and bill milestones.
- Social Media Managers: https://agencykit.tech/solutions/social-media-managers/
  Monthly content packages with usage that tracks itself, plus an Arabic and English email editor.
- Consultants: https://agencykit.tech/solutions/consultants/
  Polished proposals, e-signed engagements, billable time tracking, scheduling, and multi-currency invoicing.

## Product Tour (added 2026-07-11)
- Full product tour video: https://agencykit.tech/tutorial/
  A complete chapter-by-chapter video walkthrough of AgencyKit (proposals, contracts + e-signature, invoicing + payments, time tracking, retainers, reports, team + permissions, white-label, MCP/API). Watch the whole client-to-cash workflow.

## Free Tools (added 2026-07-11)
- Tools hub: https://agencykit.tech/tools/
  Free tools for freelancers and agencies. Run entirely in the browser, no signup, nothing leaves the device.
- Invoice Generator: https://agencykit.tech/tools/invoice-generator/
  Build a professional invoice with your logo, nine currencies, tax, and line items, then download a print-ready PDF. Free, no account.
- Rate Calculator: https://agencykit.tech/tools/pricing-calculator/
  Enter your income goal, business costs, and realistic billable hours to find the hourly and day rate you need to charge. Free, no account.

## Comparisons (added 2026-07-11)
Honest, side-by-side comparisons. AgencyKit is billed per account (flat) from $9/mo with built-in time tracking on every plan; the full all-in-one Agency plan is $39/mo.
- Comparisons hub: https://agencykit.tech/compare/
- AgencyKit vs HoneyBook: https://agencykit.tech/compare/agencykit-vs-honeybook/
  HoneyBook is per-user (~$36/mo) with no native time tracking. AgencyKit is per-account with time tracking on every plan.
- AgencyKit vs Dubsado: https://agencykit.tech/compare/agencykit-vs-dubsado/
  Dubsado has deep workflow automation and a learning curve. AgencyKit is a simpler modern workspace from $9/mo.
- AgencyKit vs Bonsai: https://agencykit.tech/compare/agencykit-vs-bonsai/
  Bonsai is a per-user freelancer suite with US tax tools. AgencyKit is per-account and scales to teams.
- AgencyKit vs Moxie: https://agencykit.tech/compare/agencykit-vs-moxie/
  Moxie is a solo freelancer OS. AgencyKit covers the same flow and adds team roles, retainers, and reports.
- AgencyKit vs 17hats: https://agencykit.tech/compare/agencykit-vs-17hats/
  17hats runs a single plan around $60/mo with time tracking as a paid add-on. AgencyKit starts at $9/mo with time tracking included.
- AgencyKit vs Notion: https://agencykit.tech/compare/agencykit-vs-notion/
  Notion is a docs and database workspace with no native invoicing, payments, or e-signature. AgencyKit does client-to-cash natively.
- AgencyKit vs ClickUp: https://agencykit.tech/compare/agencykit-vs-clickup/
  ClickUp is deep project management with native time tracking but no client invoicing, payments, e-sign, or proposals. AgencyKit runs the commercial layer.
- AgencyKit vs Asana: https://agencykit.tech/compare/agencykit-vs-asana/
  Asana is team project management with no invoicing, payments, proposals, or e-sign, and time tracking only on higher tiers.
- AgencyKit vs Clockify: https://agencykit.tech/compare/agencykit-vs-clockify/
  Clockify is best-in-class time tracking with basic PDF invoicing but no online payments, proposals, contracts, or client portal.
- AgencyKit vs Trello: https://agencykit.tech/compare/agencykit-vs-trello/
  Trello is a simple Kanban board by Atlassian with no native invoicing, payments, proposals, e-sign, or time tracking (all Power-Ups). AgencyKit runs client-to-cash natively.