Client Onboarding & Proposal Pack
Intake, proposal, SOW, onboarding checklist tracker, welcome emails, and change-request form — built for UK freelancers and boutique agencies.
£29 GBP (one-time) provisional price, pending confirmation
Placeholder checkout consent step (configured in Lemon Squeezy): before download the buyer ticks a box to request immediate access and acknowledges that their 14-day cancellation right ends once the download starts.
Lemon Squeezy is the merchant of record for this purchase and handles payment, VAT and receipts. Files are delivered by Lemon Squeezy after purchase. TODO: Lemon Squeezy checkout URL pending · Refund policy · Buyer FAQ
What you get
- Client intake questionnaire before you quote
- Proposal template (fixed fee / day-rate friendly, GBP, deposit schedule)
- SOW / scope template with change control
- Onboarding checklist tracker (.xlsx) with % complete
- Welcome email sequence (Markdown, copy-paste)
- Change Request form so extras get quoted first
- One-page Start Here guide (PDF + DOCX + MD)
Files included
01-Client-Intake-Questionnaire.docx02-Proposal-Template.docx03-SOW-Scope-Template.docx04-Onboarding-Checklist-Tracker.xlsx05-Welcome-Email-Sequence.md06-Change-Request-Form.docxStart-Here.pdf / .docx / .mdLICENSE.txt (single-business licence)
Formats: DOCX (Word / Google Docs), XLSX (Excel / Google Sheets), MD, PDF guide.
Previews
Screenshots show example data.
Who it's for
UK freelancers and 2–15 person agencies who win work via proposals and want a repeatable kickoff without rebuilding docs each time.
Who it's not for
Buyers needing a solicitor-drafted MSA/IR35 status tool, or automated e-signature CRM.
FAQ
Is the proposal a legal contract?
It is a plain-English commercial alignment template with acceptance block — not a substitute for solicitor-reviewed contracts on high-stakes work.
Can I use it with unlimited clients?
Yes, within one business under the single-business licence. No resale of the templates.
Google Docs/Sheets?
DOCX opens in Docs; XLSX imports to Sheets. Spot-check formatting after import.
Licence
Single-business licence: use for one business you own or operate; unlimited client engagements for that business; edit and brand the templates. You may NOT resell, redistribute, publish the files, or offer them as your own template product. No warranty. Not legal, tax, or accounting advice.
Sold by Psyche Vibes Ltd, a company registered in England and Wales, company number 17229667, registered office 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom.