Templates organised by phase of the client journey.
START HERE
Every project follows the same arc from first enquiry to final handover. Each phase has a document designed for that exact moment, so you're not explaining the same things twice, chasing approvals, or rebuilding documents from scratch for every client.
Discovery
PHASE 01
The first conversation with a potential client. Filter enquiries early so you're only meeting people who are genuinely a fit.
Proposal
PHASE 02
This is where you take control. The Fee Proposal walks clients through your services, fees, and terms step by step so they understand the value before they see the total. It stops negotiation, sets boundaries, and protects the scope before it’s ever tested.
Onboarding
PHASE 03
After they've signed. Set expectations upfront so you're not fielding questions that should have been answered from the start.
Design
PHASE 04
Where your thinking becomes visible. Present concepts so clients understand the reasoning behind your decisions, and structure approvals so feedback stays focused and revisions don't spiral.
Procurement
PHASE 05
Turning approved selections into orders. Keep everything organised so nothing slips through and no one's chasing details.
Handover
PHASE 06
The project close. End on a good note so clients aren't calling months later with questions you've already answered. No loose ends, no questions unanswered. It’s a thoughtful finish that reinforces how you work and how you’re remembered.
Want your entire client process sorted?
STUDIO KITS
Template kits cover the complete client journey from first enquiry to final handover. Each document works together to create a cohesive experience across every phase.
