Use it when
- You sell web design, consulting, n8n, Zapier, Make, or AI automation projects and need a cleaner client kickoff.
- New clients still chase access, links, files, and owners after kickoff.
- Your team reuses old docs and hopes nothing gets missed.
- You need a cleaner handoff from sales to delivery.
What you get
- Client intake fields and access checklist
- Client status tracker with owner, blocker, and next touchpoint fields
- 60-minute kickoff agenda with facilitator notes
- Optional AI/client-disclosure module, Drive structure, SOP, handoff checklist, and client emails
Inside the ZIP
- 12 files, including product overview, sales-page copy, intake schema, kickoff agenda, access checklist, status tracker, SOP, handoff checklist, email templates, and disclaimer notes.
- Markdown templates plus CSV trackers designed for quick edits before your next client kickoff.
Common questions
- Do I need an automation tool? No. You can run the tracker, emails, and checklist manually before wiring anything into n8n, Zapier, Make, or a CRM.
- Is this only for AI agencies? No. It also fits web design, consulting, marketing, and freelance service work where clients need to send access, files, and approvals.
Best first use
- Use the intake fields before your next kickoff call.
- Put every missing item into the client status tracker.
- Send one client email instead of chasing files across separate threads.
Good fit
- You already won the client and need the first week to feel organized.
- You want the handoff visible before access, files, or approvals go missing.
$59
Instant file delivery through Gumroad. General business templates, not legal advice.