Start an already-agreed freelance project with a clear brief, usable client inputs and a named approval owner.

This coordinated Word, Excel and PDF bundle takes you from intake to kickoff recap and final handoff. Use it to confirm what will be delivered, what the client still needs to supply, who can make the decision and which version they reviewed.

Collect five focused intake answers, then confirm the working brief, deliverables, acceptance criteria and milestones.

Separate the person collecting feedback from the person authorized to approve it.

Track client inputs and version-specific reviews with blank live records, dropdowns and calculated attention labels.

Keep open actions visible and preserve earlier review evidence when a newer version replaces it.

Send a clear recap and handoff with owners, dates and the next decision needed.

01 Editable packet.docx — editable intake, brief, approval ownership, welcome message, 30-minute agenda, assets, recap and handoff.

02 Print packet.pdf — the matching static packet for reading or handwriting.

03 Tracker.xlsx — Assets and Approvals tabs, with 40 client-input rows and 30 review rows.

04 Fictional completed example.pdf — one invented copy project showing how the packet and tracking decisions fit together.

05 Quick Start.pdf — extract-first setup, what to share with a client and how to read the tracker.

The live tracker starts blank. Calculated labels check recorded completeness and dates; they do not verify whether a file is usable, a person has authority or approval is genuine. Review the source material and decisions yourself.

Editable DOCX and XLSX files are intended for desktop Microsoft Word and Excel. Native Word and Excel have not been tested. PDF files are static, not interactive forms. US Letter layout; use Fit when printing on A4. No macros, paid fonts or design subscription are required. Google Sheets, Numbers and other imports have not been tested and may change formulas, dropdowns or layout.

Use this after the project is agreed. Your existing agreement remains the authority; this bundle is not a contract and does not change fees or authorize added scope. Contracts, invoicing, account setup and job-cost calculations are not included. Digital download only; no physical item or customization service. All example clients, people and project details are fictional.

Sold separately. Choose the stage you need:

Content reviews and version-specific approval: Content Production and Approval Kit

Final files, receipt and remaining obligations: Client Offboarding and Handoff Kit