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A paid invoice is only one part of being ready to start.
For service teams managing the handoff from sale to delivery.
$49 USD · One-time purchase · Digital files
The problem this helps you work through
The intake arrived, but the brand file will not open. Someone requested access, but nobody checked it. Give the start of a project a clear owner, an evidence trail and an explicit readiness decision.
What you can do with it
- Capture the sales handoff and identify required-before-start inputs.
- Assign an owner, deadline and evidence location to each request.
- Check received information and assets for usability.
- Use welcome, missing-information and start/hold messages to communicate the actual state.
What is included
- CLIENT-MESSAGES.md
- Client-Intake-to-Kickoff-Guide.docx
- Client-Intake-to-Kickoff-Guide.pdf
- PROJECT-WORKING-RECORD.md
- START-HERE.md
The guide includes a filled fictional example. Editable files let you adapt the working tools to your project. No paid platform subscription is required; use a compatible document or spreadsheet editor.
Your first step
Duplicate the project working record for the next client and identify critical inputs before sending the welcome message.
Before you buy
Agreement and payment states remain in their authoritative systems. Internal decision records stay with your team. The package does not collect passwords, send messages or authorize a kickoff.
This purchase covers the downloadable files and guidance. Setup, coaching and custom implementation are separate services.
Start smaller or use the pair
Try Client Onboarding Friction Audit free first. For the related workflow, Client Lifecycle includes this product and Client Offboarding + Testimonial System for $69 USD.
Already own a component? The bundle contains the same product files.
A paid invoice is only one part of being ready to start.
For service teams managing the handoff from sale to delivery.
$49 USD · One-time purchase · Digital files
The problem this helps you work through
The intake arrived, but the brand file will not open. Someone requested access, but nobody checked it. Give the start of a project a clear owner, an evidence trail and an explicit readiness decision.
What you can do with it
- Capture the sales handoff and identify required-before-start inputs.
- Assign an owner, deadline and evidence location to each request.
- Check received information and assets for usability.
- Use welcome, missing-information and start/hold messages to communicate the actual state.
What is included
- CLIENT-MESSAGES.md
- Client-Intake-to-Kickoff-Guide.docx
- Client-Intake-to-Kickoff-Guide.pdf
- PROJECT-WORKING-RECORD.md
- START-HERE.md
The guide includes a filled fictional example. Editable files let you adapt the working tools to your project. No paid platform subscription is required; use a compatible document or spreadsheet editor.
Your first step
Duplicate the project working record for the next client and identify critical inputs before sending the welcome message.
Before you buy
Agreement and payment states remain in their authoritative systems. Internal decision records stay with your team. The package does not collect passwords, send messages or authorize a kickoff.
This purchase covers the downloadable files and guidance. Setup, coaching and custom implementation are separate services.
Start smaller or use the pair
Try Client Onboarding Friction Audit free first. For the related workflow, Client Lifecycle includes this product and Client Offboarding + Testimonial System for $69 USD.
Already own a component? The bundle contains the same product files.