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Client Operations Kit

$97
Free shipping

Stop unpaid extras. Installed in one afternoon.

You run 3 to 10 retainers with no staff. Extras arrive as quick ones. The retainer starts acting like unlimited hours. You answer email at 10pm because saying no feels like it costs you the client.

This is a client operating ritual you install in one afternoon.

Four modules:

  1. One-link onboarding. Work starts the day the folder is complete, not the day payment clears.
  2. Scope lock: a fixed change-order form and eight scripts for the requests that steal your evenings.
  3. Retainer physics: cap, 80% warning, overage rate, pause-on-late-pay, month-6 health check.
  4. Async cadence: Friday status, 48-hour revision window, office-hours card.

Docs and Word for client-facing files, Sheets and Excel for the math, a 45-minute course, and Install Desk if you get stuck.

Not included: hiring pipelines, CEO dashboards, lead CRMs, a members hangout, a new login.

$97, one time. One unbilled hour at $75 pays for it. 14-day refund.

Keep HoneyBook or Dubsado for invoices if you already have them. This kit runs the conversation those tools never had.

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  • 17 days ago
    Written 8 minutes after purchase
  • 17 days ago
    Written 7 minutes after purchase