Use it when
- You sell web design, consulting, n8n, Zapier, Make, or AI automation projects and need a cleaner client kickoff.
- New clients still chase access, links, files, and owners after kickoff.
- Your team reuses old docs and hopes nothing gets missed.
- You need a cleaner handoff from sales to delivery.
What you get
- Client intake fields and access checklist
- Client status tracker with owner, blocker, and next touchpoint fields
- 60-minute kickoff agenda with facilitator notes
- AI disclosure module, Drive structure, SOP, handoff checklist, and client emails
$59
Instant file delivery through Gumroad. General business templates, not legal advice.