Resource library
Clients
Templates, checklists, guides and worksheets made by members — free to read, free to download when you join.
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Client onboarding checklist
Everything to collect in the first week so the project does not stall waiting on logins.
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Discovery call script
Twelve questions that surface budget, decision-makers and deadlines in thirty minutes.
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Project proposal outline
A proposal structure that leads with the client problem, then offers three priced options.
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Pricing a retainer
Moving a repeat client from hourly invoices to a monthly retainer with a clear capacity limit.
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Offboarding and testimonial kit
Hand over files, close the project cleanly and ask for a testimonial while it is fresh.
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