Client Management Bundle

$12.99

A new client says yes, and then the scramble starts. What did you promise on the call? Did you send the welcome email? When was that deadline again? This bundle gives you one simple process for every client, from the first hello to the final thank-you, so nothing depends on your memory.

You get 8 printable templates in one PDF. Print the pages you need for each client, or open the file on a tablet and write on it with a stylus.

What's inside

Client Onboarding Checklist: 19 tick-box steps across before the first meeting, kickoff, after kickoff and the week 1 follow-up, plus room for notes.
Welcome Packet Template: your business details, how you'll work together (communication, response time, meetings), a project overview, what to expect, and an important dates table.
Project Scope Document (2 pages): project description, objectives, a deliverables table with format, due date and status, a timeline, what's out of scope, notes, and signature lines for you and your client.
Client Feedback Survey: five 1 to 5 ratings (overall satisfaction, communication, deliverable quality, timeliness, value for money), two open questions, a referral question, testimonial permission and space for comments.
Testimonial Request Template: a friendly, ready-to-use request you can copy, four guiding questions, permission tick boxes (name, business name, website, social media) and a follow-up record.
Client Offboarding Checklist: 18 steps for final deliverables, admin, the relationship and your own post-project review, plus 8 lines for notes.
CRM Contact Tracker: 24 rows for client name, email, phone, service, start date, status and value, with a total client value line and a status key.
Communication Log: 24 rows for date, type, topic, action items and follow-up, plus space for key decisions.

Also included: a how-to page that walks you through onboarding, managing and offboarding, with a contents table and tips, a page of other Everlight templates, and a thank-you page.

Who it's for

Freelancers, coaches, consultants, designers, photographers, virtual assistants and anyone who runs a service business one client at a time. If you want every client to get the same organized experience without paying for software, this is for you.

How it works

Download the PDF right after you buy.
Print the pages you need, or open the PDF on a tablet in any app that lets you write on PDFs.
Use it with every client. On a tablet, tap a template name on the cover or the how-to page to jump straight to it, and tap the footer on any page to come back.

File details

Format: printable PDF (not an editable or Canva file)
Pages: 13
Templates: 8
Size: US Letter, 8.5 x 11 in
Works on a tablet: tappable contents and page links
Delivery: instant digital download. No physical item will be shipped.

Stuck? Reply to your order email and I'll help.

Client Management Bundle

$12.99

You get 8 printable templates in one PDF. Print the pages you need for each client, or open the file on a tablet and write on it with a stylus.

What's inside

Client Onboarding Checklist: 19 tick-box steps across before the first meeting, kickoff, after kickoff and the week 1 follow-up, plus room for notes.
Welcome Packet Template: your business details, how you'll work together (communication, response time, meetings), a project overview, what to expect, and an important dates table.
Project Scope Document (2 pages): project description, objectives, a deliverables table with format, due date and status, a timeline, what's out of scope, notes, and signature lines for you and your client.
Client Feedback Survey: five 1 to 5 ratings (overall satisfaction, communication, deliverable quality, timeliness, value for money), two open questions, a referral question, testimonial permission and space for comments.
Testimonial Request Template: a friendly, ready-to-use request you can copy, four guiding questions, permission tick boxes (name, business name, website, social media) and a follow-up record.
Client Offboarding Checklist: 18 steps for final deliverables, admin, the relationship and your own post-project review, plus 8 lines for notes.
CRM Contact Tracker: 24 rows for client name, email, phone, service, start date, status and value, with a total client value line and a status key.
Communication Log: 24 rows for date, type, topic, action items and follow-up, plus space for key decisions.

Also included: a how-to page that walks you through onboarding, managing and offboarding, with a contents table and tips, a page of other Everlight templates, and a thank-you page.

Who it's for

How it works

Download the PDF right after you buy.
Print the pages you need, or open the PDF on a tablet in any app that lets you write on PDFs.
Use it with every client. On a tablet, tap a template name on the cover or the how-to page to jump straight to it, and tap the footer on any page to come back.

File details

Format: printable PDF (not an editable or Canva file)
Pages: 13
Templates: 8
Size: US Letter, 8.5 x 11 in
Works on a tablet: tappable contents and page links
Delivery: instant digital download. No physical item will be shipped.

Stuck? Reply to your order email and I'll help.