Client paperwork, already written

Client-Ops Kit

For freelancers, consultants and small agencies.

• Proposal with three price options
• Scope of work with revision limits
• Client status report + weekly email
• Late invoice emails, script, tracker
• Meeting notes with action items

Coaching Client Kit

For life, career, business and wellness coaches.

• Client intake form
• Discovery call guide + proposal
• Coaching agreement
• Session notes + recap email
• Progress review + testimonial ask

Social Media Manager Kit

For freelance social media managers and small agencies.

• Client onboarding questionnaire
• Proposal with three packages
• Content calendar + approvals
• Monthly report + report email
• Service agreement

Virtual Assistant Kit

For virtual assistants and online business managers.

• Client onboarding + access checklist
• Services and rates proposal
• Task and time log with retainer hours
• Weekly client update + email
• Standard operating procedure (SOP)

Client Onboarding Checklist

Two pages that take a new client from "yes" to kick-off: scope, deposit, access, communication, and a kick-off call agenda.

Call Notes to Actions

A free, open-source Claude skill: paste a transcript or rough notes, get decisions, an action table with owners and dates, and a follow-up email.

Etsy

All template kits and single templates, from €6.

Gumroad

The Complete Kits: templates plus the Claude skills.

Agensi

Each Claude skill on its own, including two free ones.