Start client work with the information and decisions you actually need. This coordinated bundle helps freelancers turn an already-agreed project into a practical kickoff, with useful intake questions, a working brief and a named approval owner.
Use the welcome message and thirty-minute agenda to prepare the client. Record the decisions and open actions after kickoff, track missing assets and review evidence in Excel, and use the handoff page when the agreed work is ready to transfer.
What is included
Eight-page editable Word packet: client intake questionnaire, project brief/scope worksheet, approval ownership, welcome message and kickoff agenda, asset readiness, kickoff recap and final handoff
Matching eight-page print PDF
Excel tracker with two tabs: 40 client inputs and 30 approval decisions, dropdowns, required-input counts and date-based status formulas
Eight-page fictional completed example following an invented freelance copy project
Two-page Quick Start PDF with setup and workbook guidance
The tracker begins with blank live rows. Received assets stay open until the usable location and checked date are recorded. Approvals identify the reviewed version, decision owner, decision date and supporting evidence. A required asset cannot be silently marked unnecessary.
Use this after the project is agreed. The packet supports your existing agreement and does not create a legal contract, change fees or authorize added scope. Contracts, invoicing, account setup and job-cost calculations are not included. All example clients, people and outcomes are fictional.
Digital download only. No physical item or customization service is included.
Compatibility
Editable DOCX and XLSX files for desktop Microsoft Word and Excel, plus static PDFs for reading or printing. PDFs are not interactive forms. US Letter layout; use Fit when printing on A4. No macros, paid fonts or design subscription required. Google Sheets, Numbers and other imports may change formulas, dropdowns or layout and have not been tested.
Related client-workflow kits
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
Command's other products
Board Meeting Control Bundle | Word, PDF & Excel
$14.99
Board Member Onboarding & First 90 Days Bundle
$14.99
Get it for$14.99
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Templates
Start client work with the information and decisions you actually need. This coordinated bundle helps freelancers turn an already-agreed project into a practical kickoff, with useful intake questions, a working brief and a named approval owner.
Use the welcome message and thirty-minute agenda to prepare the client. Record the decisions and open actions after kickoff, track missing assets and review evidence in Excel, and use the handoff page when the agreed work is ready to transfer.
What is included
Eight-page editable Word packet: client intake questionnaire, project brief/scope worksheet, approval ownership, welcome message and kickoff agenda, asset readiness, kickoff recap and final handoff
Matching eight-page print PDF
Excel tracker with two tabs: 40 client inputs and 30 approval decisions, dropdowns, required-input counts and date-based status formulas
Eight-page fictional completed example following an invented freelance copy project
Two-page Quick Start PDF with setup and workbook guidance
The tracker begins with blank live rows. Received assets stay open until the usable location and checked date are recorded. Approvals identify the reviewed version, decision owner, decision date and supporting evidence. A required asset cannot be silently marked unnecessary.
Use this after the project is agreed. The packet supports your existing agreement and does not create a legal contract, change fees or authorize added scope. Contracts, invoicing, account setup and job-cost calculations are not included. All example clients, people and outcomes are fictional.
Digital download only. No physical item or customization service is included.
Compatibility
Editable DOCX and XLSX files for desktop Microsoft Word and Excel, plus static PDFs for reading or printing. PDFs are not interactive forms. US Letter layout; use Fit when printing on A4. No macros, paid fonts or design subscription required. Google Sheets, Numbers and other imports may change formulas, dropdowns or layout and have not been tested.
Related client-workflow kits
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
Command's other products
Board Meeting Control Bundle | Word, PDF & Excel
$14.99
Board Member Onboarding & First 90 Days Bundle
$14.99
$14.99