Table of contents
- 👁 Prospection
- 👋 Client Onboarding
- Contractor Agreement
- Service Level Agreement
- Non-Disclosure Agreement
- Client onboarding guide
- New client questionnaire
- Scope of work
- 💰 Financials
- Payments summary
- 📌 Project management
- Meeting note
- Project tracker
- Project timeline
- Design style guide
- Concepts presentation
- Final files collection
- End of project questionnaire
Give your client an estimated price for your services, based on deliverables specified.
Define the scope of the project with your client.
👋 Client Onboarding
Set forth the agreement between you and your client for legal protection.
Service Level Agreement
Set responsibilities, expected quality and availabilities, in plain language.
Prove that the work will stay confidential. Template by NonDisclosureAgreement.com.
Client onboarding guide
Help your client understand how you work.
New client questionnaire
Ask these questions to better understand your client's needs.
Scope of work
Specify what will be included in the project, all the deliverables.
Record a transaction with your client, specify what is owed to you.
Summarize all invoices sent, due and paid, along with payment details.
📌 Project management
Take notes of your meetings to create accountability and staying organized.
Track in a kanban, list and calendar all tasks related to the project.
Share all the steps required to finish the project.
Record time spent on specific tasks.
Design style guide
Share your design work specifications.
For creative services, share sources of inspiration and potential directions.
Present your concepts to get feedback, all in one document.
Final files collection
Put all final files in one accessible document.
End of project questionnaire
Collect feedback from clients to improve.