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Template generator

Table of contents

👁 Prospection

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Proposal

Convince potential clients to work with you.

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LUMAS Proposal
Proposal
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Quote

Give your client an estimated price for your services, based on deliverables specified.

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Brief

Define the scope of the project with your client.

👋 Client Onboarding

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Contractor Agreement

Set forth the agreement between you and your client for legal protection.

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Service Level Agreement

Set responsibilities, expected quality and availabilities, in plain language.

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Non-Disclosure Agreement

Prove that the work will stay confidential. Template by NonDisclosureAgreement.com.

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Client onboarding guide

Help your client understand how you work.

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New client questionnaire

Ask these questions to better understand your client's needs.

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Scope of work

Specify what will be included in the project, all the deliverables.

💰 Financials

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Invoice

Record a transaction with your client, specify what is owed to you.

Example Invoice
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Payments summary

Summarize all invoices sent, due and paid, along with payment details.

Payments summary

📌 Project management

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Meeting note

Take notes of your meetings to create accountability and staying organized.

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Project tracker

Track in a kanban, list and calendar all tasks related to the project.

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Project timeline

Share all the steps required to finish the project.

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Timesheet

Record time spent on specific tasks.

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Design style guide

Share your design work specifications.

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Moodboard

For creative services, share sources of inspiration and potential directions.

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Concepts presentation

Present your concepts to get feedback, all in one document.

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Final files collection

Put all final files in one accessible document.

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End of project questionnaire

Collect feedback from clients to improve.