START HERE
Templates organised by phase of the client journey
Knowing what to send at each point helps you lead with intention, reduce back-and-forth and keep every project moving in the right direction.
PHASE 01
Discovery
The first conversation with a potential client. Filter enquiries early so you're only meeting people who are genuinely a fit.
PHASE 02
Proposal
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.
PHASE 03
Onboarding
After they've signed. Set expectations upfront so you're not fielding questions that should have been answered from the start.
PHASE 04
Design
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.
PHASE 05
Procurement
Turning approved selections into orders. Keep everything organised so nothing slips through and no one's chasing details.
PHASE 06
Handover
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.
