Toolkit

Agency templates

The artifacts owners reach for every week — pricing math, scope guardrails, hiring rubrics and delivery maps. Each one links to the Library entry that explains how to use it.

Google Sheets
Pricing & packaging

Tiered rate card + pricing matrix

Three-tier good/better/best rate card with blended-rate math and an outcome-pricing tab. Drop in your costs, get defensible numbers.

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Docs + Notion
Productizing services

Productized SOW + scope guardrails

Fixed-scope statement of work with change-order triggers, acceptance criteria and a deliverable checklist that keeps margin intact.

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Notion
Hiring

Role scorecards + comp brackets

Interview scorecards and salary brackets for an AI-native bench — from prompt engineer to delivery lead, with leveling rubrics.

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Excalidraw + Docs
AI leverage

AI delivery stack map

A reference architecture for an AI-native build: model routing, eval harness, white-label substrate and the buy-vs-build decision grid.

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Google Sheets
Pricing & packaging

Project margin tracker

Per-project burn vs. budget with a utilization dashboard and an early-warning flag when realized margin drops below target.

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Docs + Notion
Productizing services

Retainer packaging kit

Convert one-off builds into monthly retainers: tiering, capacity model, and the renewal narrative that protects recurring revenue.

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Want the math behind the numbers?

The calculators turn these templates into live decisions — blended rates and project margin in seconds.

Open the calculators