Marketing Agency Excel Templates

Replaces HubSpot · AgencyAnalytics · ClickUp

Campaign ROAS, retainer scope control, client-level margin.

3 workbooks · pay once · own forever

Campaign Budget & ROI Tracker

Replaces HubSpot Marketing Hub ~~~$800/mo~~ save ~$9600/yr

All-in-one marketing campaign system connecting ad spend by channel, ROAS, client attribution, and true net margin — no dashboard subscription needed.

33 sheets $15.00 →
Fractional CMO OS

Replaces AgencyAnalytics + ClickUp ~~~$90/mo~~ save ~$1080/yr

Agency-of-one marketing operations, $0/mo recurring.

33 sheets $19.00 →
Client Retainer Dashboard

Replaces Teamwork ~~~$59/mo~~ save ~$708/yr

Retainer client management system tracking hours budgeted vs delivered, scope creep, margin per client, and renewal risk.

33 sheets $11.00 →

If you're moving from HubSpot

HubSpot → Reports → Campaigns → Export
Paste into the workbook Data tab
Campaign ROAS per channel updates

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