Guides
Step-by-step guides that take you from setup to a real result, such as a booked call or a paid invoice.
Each guide walks you through one real job, start to finish, and ends with a result you can see. Each step links to more detail if you need it.
Start with how clients buy from you
Pick the one that sounds most like your business. You can follow more than one later.
Win clients with a call and a proposal
Agencies, consultants, designers, developers and marketers.
Get booked and paid for sessions
Coaches, therapists, trainers, photographers and tutors.
Run monthly retainer clients
Retainers, bookkeepers, virtual assistants and ongoing services.
Sell a package online
Fixed-price services clients buy and pay for straight away.
Get paid
Send your first invoice
Create an invoice, send it and get paid.
Turn an estimate into an invoice
Send a price, get a yes, then bill for it.
Set up a recurring invoice
Let Agiled send the same invoice every month.
Win clients
Track your sales
Follow every lead from first contact to won.
Create a booking page
Let clients book time with you from a link.
Send a document for signing
Get a proposal or contract signed online.
Work with clients and save time
Share files with a client
Give a client the right files, and nothing else.
Follow up when someone fills in a form
Let Agiled reply and create the next task for you.
Get Slack alerts for new tickets
Post new support requests in your team's Slack channel.
Let AI chase overdue work
Get a summary of what's late and who owns it.
Before you send anything to a client for the first time, take two minutes for Before you share with clients.