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Letter-size cover of the Client Binder Kit.

The first two weeks, on paper

Client Binder Kit

$19

Everything you send at the start of a client engagement. Intake, kickoff, a statement-of-work cover, an invoice you can reuse, and the checklists that keep the work from living in Slack.

Stripe Checkout. Letter-size PDF, sent to the email on your receipt.

Inside this kit

  1. How to use this kit
  2. Onboarding checklist
  3. New-client intake (two pages)
  4. Kickoff agenda and notes
  5. Statement of work cover, scope, timeline
  6. Invoice template and line-item worksheet
  7. Payment schedule and terms reminder
  8. Communication preferences
  9. Meeting notes, change log, asset tracker
  10. Welcome letter and close-out checklist
Format
PDF · US Letter
Pages
20
Fill
Print, or type in Preview / Acrobat
Delivery
Instant in production; this demo is test-mode Stripe