Analytics Need · Prepare the client
Preview release — sales opening laterFreelancer Client Kickoff Desk
Turn a new client inquiry into a clear brief, decisions with named owners, and a ready-to-start milestone. Built for freelance web designers and small service providers who collect client assets and coordinate approvals manually.
Proposed price: US$19 one time. Price and release timing may change. Orders are not open.
Ready for the first layout.
Not ready to publish.
A designer is preparing a three-page website for the fictional Cedar Lane Studio. Approved workshop copy is missing; the final photos are optional for the first layout.
| Input | What it means for the next step |
|---|---|
| Approved workshop copy | Required before layout. Name the owner and confirm when it will arrive. |
| Final workshop photos | Optional for layout; required before publication. |
| One final approver | Confirm who can approve the work and where feedback belongs. |
When approved copy arrives and the prerequisites are checked, the first layout can begin. Publication remains a separate decision. The included example follows the brief, asset review, kickoff and readiness check.
Six editable working templates
- Intake brief: confirmed scope, client questions, and decision-maker.
- Asset checklist: required versus optional files, owners, and blockers.
- Responsibility and milestone map: dependencies and proposed versus confirmed dates.
- Decision log: questions, options, approvals, and next actions.
- Kickoff agenda: meeting structure and a manual follow-up draft.
- Ready-to-start checklist: evidence for what can begin and what must wait.
The ZIP contains a self-contained HTML quick start, six Markdown templates, a completed fictional web-design example, README, and release notes. Edit the Markdown in a text editor or copy it into your preferred document tool.
Clear boundaries
No subscriptions or account connections are needed to read the files. This is a static template kit: it does not send reminders, store client information in an app, collect signatures, transfer files, or sync calendars. It is not a legal contract or a guarantee of project or financial results. Store completed documents using your own access and backup process.
The package is being checked before sales open. Independent buyer usability and storefront delivery are still pending. The sample uses fictional people and records, not claimed customer outcomes.