Prospecting


Proposal

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Show clients how you will solve their challenges and help to capitalize on opportunities.

Client Intake Form

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Capture information with clients and determine if your offerings align with their needs.

Rates Page

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Let potential clients know the rates you charge for services with transparent pricing.

Quote

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Provide a quotation based on the requirements and the direction you'll take to deliver them.

Resume

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Grab a prospective client's attention with a resume that represents your skills and work.

Brief

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Get the client to detail the key elements of what they want to get out of the project.

Portfolio

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Demonstrate a record of projects, competencies, and skills, as well as the services you provide.

Onboarding


Contractor Agreement

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Document the working relationship between you and the client to manage project aims and goals.

Client Onboarding Guide

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Get new clients acquainted with the project at hand and detail the processes of the way you work.

Additional SLA/SOW

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Set out any work that needs to be done that is not originally included in the original ASLA and SOW.

Service Level Agreement

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Set out how project will be delivered along with the agreed expectations of both parties.

Discovery Questionnaire

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Gain a deeper understanding of your client's needs with a series of questions.

Client Project Files

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Store all intrinsic or essential files to be used in the project that the client sends through.

Non-Disclosure Agreement

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Prevent confidential and sensitive information being revealed during and after the project.

Statement of Work and Scope

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Highlight what the components to be included in the project are and the expected outcome of them.