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.
After you pay on Stripe, the file is emailed to the address on your receipt — usually within a few minutes.
Stripe Checkout. Letter-size PDF, sent to the email on your receipt.
Inside this kit
- How to use this kit
- Onboarding checklist
- New-client intake (two pages)
- Kickoff agenda and notes
- Statement of work cover, scope, timeline
- Invoice template and line-item worksheet
- Payment schedule and terms reminder
- Communication preferences
- Meeting notes, change log, asset tracker
- Welcome letter and close-out checklist
- Format
- PDF · US Letter
- Pages
- 20
- Fill
- Print, or type in Preview / Acrobat
Who it’s for, and how to use it
For freelancers and small studios who want every new client to have a home on the desk: one binder per client, from the first yes to the last invoice.
Print the kit once, or duplicate the PDF for each new client and type in Preview or Acrobat. Work the onboarding checklist in order before the kickoff call. Fill the two-page intake with company details, contacts, tools, and brand files, and write kickoff notes the same day, not from memory next week. Put the scope, deliverables, and dates on the statement-of-work pages, then use the line-item worksheet so the invoice matches the wording of the agreement. Log every verbal yes on the change and decision log as it happens. When the project wraps, the asset and access tracker and the close-out checklist let you hand everything back and archive the folder without a scavenger hunt.
