Landing the client is only half the job — this kit covers what happens after the contract is signed.

What’s inside:

• Pre-kickoff checklist and kickoff call agenda
• Welcome email template
• Scope-of-work outline (deliverables, timeline, payment, IP, termination clauses)
• Monthly client report template
• Renewal/upsell email template
• Client & Retainer Tracker spreadsheet (one row per client, with renewal-date tracking)

Built from: frameworks studied and applied running a client-services agency. Not legal advice — have a lawyer review any contract before sending it to a client.

Who it’s for:
Freelancers and small agencies moving from one-off projects to retainer clients who need a repeatable onboarding process instead of winging it each time.