Free Resources

The Agency Owner's Resource Hub

Curated tools, templates, and guides — everything we actually use or recommend. No filler. No paid placements without a label.

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GoHighLevel

All-in-one agency platform

CRM, funnel builder, email + SMS marketing, booking, reviews — everything in one platform. The #1 tool we recommend for agencies.

★★★★★
Best for: Agency owners
$97/mo (all features) Try Free 14 Days
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HubSpot CRM

Enterprise-grade CRM

Best-in-class CRM with free tier. Excellent for reporting and integrations. Gets expensive fast — see our full comparison.

★★★★
Best for: Enterprise agencies
Free – $3,600/mo Visit Site
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Pipedrive

Visual sales pipeline CRM

The cleanest pipeline-focused CRM we've tested. Fast setup, intuitive drag-and-drop deals. No frills — just sales management done right.

★★★★
Best for: Sales-heavy agencies
$14 – $99/user/mo Visit Site
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ClickFunnels 2.0

Sales funnel builder

The OG funnel builder. Solid for clients who need quick landing pages and simple checkout flows. GHL has largely replaced it for us, but it's still solid.

★★★★★
Best for: Simple funnels
$147/mo Visit Site
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Webflow

No-code website builder

Best no-code website builder for design-forward agencies. Build complex, animated sites without dev resources. Client sites that actually look custom.

★★★★★
Best for: Web design agencies
Free – $39/mo Visit Site
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ActiveCampaign

Email marketing + automation

Powerful email automation with lead scoring. Best standalone email tool if you're not on GHL. Visual automation builder is genuinely great.

★★★★★
Best for: Email-first agencies
$29/mo (1k contacts) Visit Site
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Mailchimp

Email newsletters & campaigns

The household name. Free tier gets you started with 500 subscribers. Solid deliverability. Not great for complex automation — use ActiveCampaign for that.

★★★★★
Best for: Getting started
Free – $350/mo Visit Site
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Zapier

No-code workflow automation

Connects 6,000+ apps with zero code. The glue of agency tech stacks. If two tools need to talk and don't have native integration, Zapier solves it.

★★★★★
Best for: Connecting your stack
Free – $99/mo Visit Site
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Make (Integromat)

Advanced automation platform

Zapier's more powerful, more affordable sibling. Visual scenario builder handles complex multi-step logic. 10,000 operations/mo free tier is generous.

★★★★★
Best for: Advanced automations
Free – $16/mo Visit Site
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Google Analytics 4

Website traffic & behavior

Free and still the standard. GA4 has a learning curve but gives you the most complete picture of traffic, conversions, and user journeys.

★★★★
Best for: Site analytics
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Hotjar

Heatmaps & session recordings

See exactly where users click, scroll, and drop off. The free plan covers most small agencies. Pair with GA4 to understand the why behind your numbers.

★★★★★
Best for: CRO & UX research
Free – $99/mo Visit Site
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Ahrefs

SEO & keyword research

Best SEO toolset we've used. Keyword research, backlink audits, competitor analysis, site audits. Worth every penny for agencies doing SEO.

★★★★★
Best for: SEO agencies
$99 – $499/mo Visit Site
Free Downloads

Templates & Swipe Files

Plug-and-play resources you can use today. Sign up to download — added to your inbox instantly.

Agency Email Swipe Files

20 battle-tested email templates: lead nurture, follow-up sequences, re-engagement, and client onboarding.

20 templates · 8-page PDF · Updated March 2026
Download Free

Client Onboarding Checklist

The exact 47-step checklist we use to onboard new agency clients. Covers discovery, access, setup, and kickoff.

47 steps · Notion + PDF · Editable
Download Free

Agency Pricing Calculator

Google Sheets calculator. Enter your costs and target margin — it tells you exactly what to charge for any service.

Google Sheets · Pre-built formulas · Free forever
Download Free
Our #1 Pick

Want One Tool That Replaces Five?

GoHighLevel is the only platform that handles CRM, funnels, email, SMS, booking, and reviews in one place. Used by 50,000+ agencies. We've reviewed it honestly — including the downsides.

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