Template pack
Client Onboarding & Engagement Kit
For consultants, agencies, bookkeepers and coaches with 1 to 25 people starting client work on a fixed fee, retainer or hourly basis
DOCXPDFXLSXSheets
$45
5 products
Professional Services
Built for consultants, agencies, bookkeepers and advisory firms who want the paperwork of a well-run practice without adopting practice-management software. Four packs share one example firm, one header block and one set of engagement, invoice and change-order numbers, from the first proposal to the last payment.
- Independent consultants
- Small agencies
- Bookkeepers and fractional CFOs
- Advisory and coaching practices
What changes
- Scopes written down, changes signed before the work
- A calm, consistent start and a clean handover at the end
- Every client's effective rate and retainer burn in view
- Invoices followed up on schedule, on the terms you set
Start hereClient Onboarding & Engagement Kit$45
Products in this collection
Proposals, onboarding, time and getting paid, for firms that sell expertise.
Spreadsheet
Time, Retainer & Profitability Tracker
For consultants, agencies, bookkeepers and fractional CFOs who bill by the hour or on retainer
XLSXSheetsPDFDOCX
$39
Template
Proposal, SOW & Change Order Kit
For consultants, agencies and freelancers who send proposals and statements of work and handle scope changes
PDFDOCXXLSXSheets
$39
Template
Payment Terms & Collections Kit
For consultants, agencies and other service firms that invoice clients on payment terms and chase late payers
PDFDOCXXLSXSheets
$29
Single Tracker
Invoice & Late Payment Tracker
For consultants, agencies and other service firms that invoice clients on payment terms
XLSXPDF
$12
Other collections
Restoration & Field Services
Documentation that holds up from first call to final walkthrough.
11 productsContractors & Construction
Change orders, subs, daily logs, true costs and closeout, on paper that holds up.
6 productsProperty Management
Turnovers, work orders, owner statements, tenant notices and the manual that ties them together.
7 productsSmall Business Operations
Procedures, weekly numbers, hiring, year-end and service plans for a small business.
7 products