Obsidian Code Digital kits for freelance client work The Client Cycle Kit covers onboard, propose, track, and close. Shop the Client Cycle Kit

Paperwork

Client Cycle Kit Onboard, propose, track, close. Four kits, one download. $59 Client Onboarding Kit A welcome packet, an intake form, checklists for you and the client, a kickoff agenda, and six emails for the first two weeks. $19 Invoice and Proposal Pack A proposal, an invoice, a one-page scope of work, and the emails to send them. The step before onboarding starts. $24 Client Tracker An Excel workbook with a client list, the projects under them, an invoice list with blank amounts, and follow-ups. $19 Client Goodbye Packet Six pages for when the work ends: a thank-you, what finished, the handoff, an optional next step, and a testimonial request. $29 Services and Pricing Guide A client menu with three packages you can rename, a one-page rate sheet, and three emails. Not a contract. $29

Trackers

Project Tracker An Excel workbook for projects, the tasks under them, dates, owners, and a few milestones. $19 Social Media Content Planner An Excel workbook with one row per post, six content pillars, and a four-week month. You write the posts. $19 Webinar Slide Deck Twelve widescreen slides you can present, plus a Canva paste source. The sample frame is welcome, intake, and a thirty-minute kickoff. $29