Launching today
Client Close Kit
Freelance client ops templates from call to payment
2 followers
Freelance client ops templates from call to payment
2 followers
Client Close Kit is an editable, practical ops pack for freelancers and solo consultants. Move from discovery call to proposal, SOW, deposit, kickoff, delivery, invoicing, and payment follow-up with ready-to-use Google Docs/Sheets and Word/Excel templates. Includes a call script, 3-tier proposal, SOW, onboarding checklist, kickoff emails, invoice/payment kit, project tracker, CRM, README, and license. Set up in about 15 minutes; personal and business use included.
Hi Product Hunt — I built Client Close Kit for freelancers and solo consultants who are good at the work but lose time in the messy middle around it: discovery calls, proposals, scope, onboarding, invoices, and payment follow-ups.
It is a practical, editable pack for Google Docs, Google Sheets, Microsoft Word, and Excel — not a Notion-only system your clients need to learn. The ZIP includes a discovery call script, proposal template with three pricing tiers, SOW, onboarding checklist, six-email kickoff pack, invoice/payment kit, project tracker, CRM, README, and licence.
The intended workflow is simple: call → proposal → SOW → deposit → kickoff → delivery. Setup is designed to take about 15 minutes. It is $39, with personal/business use included; it is not legal advice and the templates are not for resale.
I would especially value feedback on which client-ops step causes the most friction for you, and which template you would improve first. There is also a free Discovery Call Script for anyone who wants to try one piece before considering the full kit: https://chingleo.gumroad.com/l/d...
Paid kit: https://chingleo.gumroad.com/l/c...