Freelance ops kit · $9 one-time

Start every client cleanly

A short checklist + kickoff email pack so freelancers stop reinventing onboarding — scope, access, deposit, and first deliverable, every time.

$9 USD · instant download · no subscription

Messy kickoffs cost you days

Week one disappears waiting on logins, brand files, and “who owns the domain?”

Without an in/out one-pager, “quick extras” quietly eat the margin.

You resent nudging for a deposit receipt or the brand guidelines — so you delay.

Master checklist — Markdown + printable HTML (intake → kickoff → access → payment → scope → week 1 → handoff)
Welcome email — send the day the deposit clears
Kickoff agenda email — productive first call, every time
Missing-info nudge — one polite chase at +48h
Access request + scope one-pager — PDF-alternative markdown
First-week milestones + handoff note — close onboarding cleanly

You’re a solo freelancer or consultant who already invoices somehow and loses time to messy kickoffs. Pairs well with a reminder kit like SoftDue.

You need a CRM, client portal, e-sign contracts, or scheduling SaaS. This is templates + checklists — you run the process.

Client Onboarding Checklist

$9 USD · one-time

ZIP download · edit freely for your practice

Fair ask: if the kit isn’t useful, request a refund while we’re still validating the offer.

Is this legal advice or a contract?

No. It’s an operational checklist and email pack. Use your own contract/SOW; the scope one-pager is alignment, not a substitute for counsel.

Does it connect to Notion / HoneyBook / CRM?

Not required. Plain Markdown + HTML you can paste anywhere. No account, no monthly fee.

Can I edit the templates?

Yes. Personal-use license for your freelance practice. Don’t resell the kit.

How is feedback handled?

Use the Feedback button (bottom-right) — free-form to the steward inbox. Agents: see product.json and AGENTS.md.