Client Onboarding Kit
Assign the required files, approvals, and first milestones before work starts.
For Freelance designers, developers, and small studios
Catalog price$19 USDPreview & price
12 products / Client work
Planning and delivering client work
Define services, agree on communication, plan recurring work, and hand over files the client can use.
Browse the products ↓Where to start
Choose the service menu before selling a new offer, client boundaries to agree on communication, or retainer planning to allocate ongoing work. Use subcontractor briefing when another specialist joins and offboarding when the engagement ends.
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Catalog prices shown in USD.
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Project Scope Kit
Define what is included, record new requests, and agree on tradeoffs before extra work starts.
For Freelancers quoting fixed-scope projects
Catalog price$19 USDPreview & price
Proposal Follow-up Desk
Keep a clear record of buyer questions and agree a next decision without repeated chasing.
For Freelancers with open proposals
Catalog price$9 USDPreview & price
Creative Brief Builder
Turn an open-ended request into an agreed audience, message, deliverable list, and review boundary.
For Designers starting brand or campaign work
Catalog price$9 USDPreview & price
Client Communication Boundaries
Set response expectations and handle urgent requests without leaving clients uncertain.
For Independent service providers
Catalog price$19 USDPreview & price
Client Testimonial Interview Kit
Gather specific, permission-based client feedback without writing claims the client never made.
For Service businesses collecting honest feedback
Catalog price$9 USDPreview & price
Stalled Project Restart Kit
Diagnose a stalled engagement and agree a realistic restart with visible dependencies.
For Freelancers inheriting delayed work
Catalog price$9 USDPreview & price
Design Feedback Workshop
Replace contradictory preferences with consolidated feedback tied to the design brief.
For Designers reviewing concepts with clients
Catalog price$9 USDPreview & price
Monthly Retainer Planner
Translate recurring work into a visible monthly capacity plan and useful client review.
For Freelancers delivering recurring services
Catalog price$19 USDPreview & price
Client Offboarding Desk
Close an engagement with a verified file inventory, access handover, and support boundary.
For Studios completing service engagements
Catalog price$19 USDPreview & price
Subcontractor Handoff Kit
Brief a specialist with clear inputs, acceptance criteria, and integration responsibilities.
For Small studios coordinating outside specialists
Catalog price$19 USDPreview & price
Service Menu Designer
Build a small understandable service menu with explicit deliverables and buyer fit.
For Independent professionals simplifying their offers
Catalog price$19 USDPreview & price
What you get
Each download contains five editable documents, a worked example, and an offline workbook. The product page lists any calculator or Notion import files, shows the first worksheet, and states whether you can buy it.
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