Smart client management tools for smarter freelancers.
Scope it right. Brief it well. Get paid. Everything you need as a freelancer to manage clients and keep your projects running smoothly.
Ever started working with a new client and thought, “What am I missing?” Cue: the Client Onboarding Checklist.
This one-pager helps freelancers tick off all the essentials before the real work begins, setting you (and your client) up for a smoother ride.
What you’ll receive: A one-page interactive PDF with editable fields. Duplicate it for each new client and keep your onboarding process sharp, simple, and consistent.
Client briefs shouldn’t feel like a guessing game. The Reverse Brief Template helps you nail down the details before the work begins.
What you’ll receive: A 2-page interactive PDF with fixed sections and editable fields for all your briefing info.
How to use it:
Download it once, save it, duplicate it, fill it in based on your understanding of the client brief, and share it with your client for sign-off. Easy.
