Sales & Clients

Win work with clear proposals and start every engagement the same organized way.

Scope confusion and slow starts cost more margin than pricing ever does. These templates make what you sell explicit and get new clients productive in the first week.

Free template

Client Onboarding Checklist

A client onboarding checklist covers everything between a signed agreement and productive work: welcome message, kickoff meeting, required assets and access, points of contact, communication expectations, schedule and the first deliverable.

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Client Intake Form

A client intake form collects the information you need before quoting or starting work: who the client is, what outcome they want, the constraints, budget range, timeline and who decides.

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Business Proposal Template

A business proposal template gives you a repeatable structure for pitching work: a short summary of the client's situation, your recommended approach, exactly what is delivered, what is excluded, pricing, timeline and the next step.

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Scope of Work Template

A scope of work document states exactly what will be delivered, what will not, who does what, when each milestone lands and how changes are handled.

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Guide

How to Write a Business Proposal

Write a business proposal in this order: restate the client's situation and objective in their words, recommend one approach, list concrete deliverables and exclusions, present two or three priced options, show the timeline and dependencies, then close with a single dated next step.

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Client Onboarding Process

A reliable client onboarding process runs over roughly two weeks: send a welcome message and a single consolidated asset request on day one, hold a kickoff with a circulated agenda within five working days, confirm communication and approval expectations in writing, and deliver something visible inside the first two weeks..

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