Complete Client Project OS: Onboarding, Comms & Handover


A comprehensive & collaborative workspace for facilitating smooth client and freelance projects.

$ 12

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Template Description

Complete Client Project OS: Onboarding, Comms & Handover

Especially in this remote working, digital world; client communication is key. This workspace allows you to easily track key actions, processes, documents and deliverables with each and every new client: asynchronously. Enough of the back-and-forth; start streamlining your client projects, today.

This Client Project OS will let you:

βœ…  Quickly develop, link and share User Personas from a tried and tested template;

βœ…  Research and provide an analysis of key competitors--all in one view 

βœ…  Cope out (or give key reminders) for your client's company mission, vision and brand story

βœ…  Rack, schedule and store calls and meeting notes

βœ…  Link your key project documents like Project Terms, Proposal, NDA and more

βœ…  Consolidate all of this into one, neat and non-intimidating Client Portal Dashboard

Who Is It For?

  • Freelancers 🀠
  • Consultants πŸ•΄οΈ  
  • Independent Contractors πŸ’Ό

What Stage Of Business?

If you're already running client projects, this will be an excellent resource to help streamline your repeat processes. For those just getting started--you can easily take the key components of this workspace as your starting point, then tailor it to be your own.

Key Outcomes

By the end of it, you'll have:

  • An integrated, tight-knit project workspace for every new client (which can be duplicated and set up in under 5 mins);
  • A clearer view of past projects, assets, and processes; both for your portfolio, but also to make self-reflection on your business simpler and smoother;
  • A frictionless on-boarding process that clients love; and
  • Many spare hours on your hands saved by asynchronous sharing and feedback processes.
Gift Notion Template from Gift Shop
Gift Notion Template from Gift Shop