ClientFlow Onboarding
Start client projects with a shared brief, clear access and fewer loose ends.
6 working templates · editable filesDocument repeatable work so someone else can actually follow it.
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Document repeatable work so someone else can actually follow it. Built around a practical sequence, with worked examples and reusable tools you can adapt to your own work.
Operators, small teams and agency leads.
Document one bounded process at a time. Test the instructions with someone who did not write them. Process: [Name] · Owner: [Role] · Version: [Number/date] · Next review: [Date] Start when [observable event]. Finish when [verifiable result]. Do not use this procedure when [exception requiring escalation]. Required permission: [Role]. Inputs: [Files/data]. Tools: [Approved systems]. Verify [critical prerequisite] before proceeding. | Step | Action | Expected evidence | If it fails |
Start client projects with a shared brief, clear access and fewer loose ends.
6 working templates · editable filesTurn a discovery call into a scoped, readable service proposal.
3 working templates · editable filesClose projects with a useful handover, ownership record and next steps.
3 working templates · editable filesMarkdown files work in any text editor and can be copied into your preferred document app. CSV files import into Excel or Google Sheets. No paid template app is required.
Yes. Edit them for your own work, business, team or finished client deliverables. You may not resell or redistribute the source templates as a template product. Read the license.
The complete files from each listed product, plus a setup roadmap. The product page shows every included file and the standalone total.
Each product is packaged as a ZIP. Free files download immediately. Paid files become available on the delivery page after a confirmed payment. Delivery details.
These are portable Markdown and CSV files. You can copy text or import tables into compatible apps; no native Notion workspace is included.