Client Ops Kit
Run your client business cleanly
Practical systems for rates, pipeline, onboarding, delivery, and cash flow. Built for freelancers and consultants who want less chaos and clearer boundaries.
What you get
Not theory. Ready-to-use playbooks, worksheets, scripts, and a working Google Sheets system you can run on every client.
- Clear rates and offers you can say out loud
- A simple pipeline that doesn’t get abandoned
- Clean onboarding so projects start right
- Delivery and revision boundaries that protect your time
- Close-out so work actually ends
Choose your system
Three playbook kits. Start where you are. Upgrade when you need more.
Foundations
Fast Client System
$47
The minimum viable operating system: rates, pipeline, onboarding, delivery, and a simple capacity check. QuickStart + playbook + worksheets.
View kit7-day install
7-Day Freelance Launch Ops
$67
Install your ops in one week. Day-by-day plan, communication scripts, onboarding, delivery boundaries, and basic cash flow.
View kitFull stack
Complete Freelance Operating System
$127
End-to-end system: rates to cash flow, retainers, raising rates, and capacity. Includes the Client Onboarding & Delivery Sheets workspace.
View kitAlso available
Client Onboarding & Delivery System
A ready-to-use Google Sheets workspace to onboard clients cleanly, track delivery without chaos, and close projects without loose ends. Checklists, boards, and scripts — one-time purchase.
How it works
- Pick the kit that matches where you are
- Download instantly after purchase
- Start with the QuickStart (or Start Here tab for the Sheets system)
- Install one piece at a time on real client work
Less improvising. Cleaner client work.
Choose a system and put it to work on your next client.