Client Kit
Free, editable templates for every stage of client work. Open any document, edit inline, send or save as PDF.
14 templates. No signup. No paywall.
Client Agreement
Simple service agreement covering scope, payment, IP, and cancellation
Invoice
Clean invoice with line items, totals, and payment instructions
Project Brief
Proposal covering business context, deliverables, timeline, and success metrics
Discovery Call Notes
Structured notes from client discovery calls with goals and next steps
Welcome Doc
Onboarding document with engagement details, timeline, and communication guide
Package Menu
Service packages with clear outcomes, scope, and pricing for each tier
Delivery Guide
Statement of work with phases, dependencies, review windows, and handoff details
Delivery Checklist
Phased task list tracking internal and client tasks with status and due dates
Monthly Report
Recurring report covering work completed, outcomes, blockers, and next priorities
Feedback Request
Post-project feedback form with guided questions and testimonial prompt
Thank You Doc
Project wrap-up document with delivery summary and next steps
B-Roll Checklist
Shot list for video and content production with asset requirements
Creative Brief
Brief for creative projects covering audience, tone, deliverables, and references
Handoff Notes
Technical and operational handoff document for project transitions
How it works
Open any template
Browse the library and click into the document you need.
Edit text directly
Click any field and type. Your content replaces the placeholder.
Send, print, or save
Email the document directly, print to PDF, or save your edits locally.
Need the project scoped before creating documents?
Start with the AI Workflow Intake
Go to Workflow IntakeDefine the scope first. Then use these templates to deliver the work.