Client Close Kit

What is Client Close Kit?

Client Close Kit is an editable, practical ops pack for freelancers and solo consultants. Move from discovery call to proposal, SOW, deposit, kickoff, delivery, invoicing, and payment follow-up with ready-to-use Google Docs/Sheets and Word/Excel templates. Includes a call script, 3-tier proposal, SOW, onboarding checklist, kickoff emails, invoice/payment kit, project tracker, CRM, README, and license. Set up in about 15 minutes; personal and business use included.