Product code: PD-0002

Freelancer Client System

Manage enquiries, proposals, onboarding, delivery and offboarding with one organised client workflow.

£49.00Prime CertifiedVersion 1.0

Best for

Freelancers, consultants and service providers who want a more professional client experience.

Outcome

You can qualify clients, confirm scope, track work, manage payments and finish projects with less guesswork.

Access

Secure download through PrimeVault after purchase.

What is included

• Client enquiry form
• Discovery call notes
• Client qualification checklist
• Proposal template
• Quote template
• Project brief
• Client onboarding checklist
• Client information form
• Project scope worksheet
• Deliverables tracker
• Project timeline
• Task tracker
• Revision tracker
• Communications log
• Meeting agenda and notes
• Invoice tracker
• Payment tracker
• Retainer planner
• Feedback form
• Completion and offboarding checklists
• Client relationship review
• Business Growth Roadmap

Compatibility

• Editable DOCX files where documents are included.
• XLSX spreadsheets where calculators or trackers are included.
• PDF guides, checklists, licence details and version history.
• Plain UK English guidance with no income, legal, tax or accounting guarantees.
• Business Growth Roadmap included.

Updates and licence

Eligible for Lifetime Updates while supported. The PrimeDownloads Business Use Licence allows use inside your own business and prohibits resale, redistribution or repackaging of the original files. Final legal wording should be professionally reviewed before public launch.

Works well with

• PD-0008
• PD-0009

Questions

For product support, quote product code PD-0002 when contacting info@primedownloads.co.uk.