Tools to help your agency thrive
Guides, checklists, templates, and reports from our team—designed to help you run a more profitable agency.
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VantageClient Onboarding Checklist
Checklist
Client Onboarding Checklist
A step-by-step checklist to onboard new clients smoothly, set clear expectations, and prevent scope creep from day one.
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VantageAgency Metrics Guide
Guide
Agency Metrics Guide
Beyond revenue and headcount: the seven metrics that tell you if you're running a healthy, profitable agency.
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Vantage2026 Benchmarks Report
Report
2026 Benchmarks Report
See how your agency's profit margins, utilization, and revenue metrics compare to industry benchmarks.
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Vantage gives you real-time visibility into your agency's metrics—no spreadsheets required.