When they say yes
Client Kit
Proposal, onboarding, and a contract outline — ready the week they say yes.
What is in it
- One-page proposal template
- Plain-language contract outline
- Kickoff questionnaire and onboarding checklist
- Scope-change and pause-the-work emails
One-time download. Use it on every client after this one.
Look inside
A peek at what you’ll download. These are sample pages with made-up details — the full templates come with the purchase.
Sample proposalWhat a one-page pitch can look like
Project: Website refresh for Harbor Street Bakery
Prepared for: Maya Chen
Valid for 14 days
The problem
Your site still shows last year’s hours and makes people call to order catering. You want customers to book online without you answering the phone during rush.
What I’ll deliver
1. Updated homepage and catering page
2. Simple online request form
3. Training so your staff can change the menu text
Not included: paid ads, photography, or a full brand redesign.
Fee: $2,400 — 40% to start, rest when you approve the final pages.
…full template continues after you buy
Sample onboarding noteChecklist + emails you’ll reuse
Before kickoff, gather:
• A clear yes on the proposal
• First payment received
• Who to email, and their timezone
• Logos, passwords, and existing site links
Three questions for the client
1. What does “done” look like in one sentence?
2. Who else has to be happy with this?
3. What should we leave alone?
If scope grows — short email you can send:
“Adding the gift-card page is extra. We can do it now for $400 and three more days, or save it for a follow-up. Which do you prefer?”
…full checklist and email set after you buy
Sample agreement outlinePlain-language structure (not legal advice)
This is a planning outline — not a finished contract and not legal advice.
It covers, in everyday language:
• Who is hiring whom
• What work is included (points back to the proposal)
• How and when you get paid
• How many rounds of changes are included
• What happens if the project grows or pauses
You adapt it for your practice, or hand it to a lawyer for a quick review on bigger jobs.
…remaining sections after you buy
$19
One-time purchase. Files arrive from Gumroad after checkout — not on this page.