Before the proposal
Use the brief and scorecard to filter poor-fit projects before they take over your inbox.
A practical template pack for solo service businesses that need better proposals, onboarding, pricing, follow-ups and delivery without building an operations system from scratch.
Pre-launch: checkout opens soon. No payment is available yet.
Most service businesses do not need a complex CRM on day one. They need a clean way to ask the right questions, quote with margin, define scope and keep the project moving.
Use the brief and scorecard to filter poor-fit projects before they take over your inbox.
Use the pricing matrix to account for execution, revisions, project management and risk.
Use the proposal and onboarding checklists to make scope, responsibilities and approvals clear.
Use the project plan and delivery SOP to avoid scattered requests and undocumented decisions.
Use concise follow-ups for proposals, missing materials, delayed feedback and scope changes.
Close the project with final files, notes, next steps and a simple testimonial request.
Copy the templates into the tool you already use: Notion, Google Docs, Sheets, Airtable, Trello, Linear or plain folders.
Not yet. The product is in pre-launch while the store setup is being completed. Use the launch notice link if you want to be emailed when checkout opens.
The files are Markdown and CSV so they can be copied into Notion, Google Docs, Sheets, Airtable or other tools. A dedicated Notion version can be added later.
No. The kit improves your client workflow. Sales depend on offer, market, trust, pricing and distribution.
Yes. The license allows internal business use with your own clients. You may not resell or repackage the files as another product.
Support covers download issues and product clarification. Custom implementation and consulting are not included.