Client Ops Kit
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.
$47 one-time · instant download
Playbooks tell you what to do. This is the system you run it in.
Most freelancers know they should onboard properly and track delivery. Few have a simple place to actually do it. This workbook is that place — one Google Sheet (or Excel file) with the tabs you need and nothing you don’t.
What’s inside
- Start Here — setup instructions, rules, and tab guide
- Active Clients — master list with stage, next action, and value
- Onboarding — 10-point checklist so every client starts clean
- Delivery Board — status, milestones, blockers, due dates
- Revisions & Changes — log scope changes before you do the work
- Close-Out — offboarding checklist so projects actually end
- Scripts — copy-paste messages for kickoff, status, change-orders, and handoff
Who it’s for
- Freelancers and consultants with active client work
- Anyone tired of projects that never officially end
- People who want structure without a heavy PM tool
- Buyers of Fast Client System or Complete OS who want a working workspace
How you use it
- Download the file and make your own copy in Google Sheets or Excel
- Add live clients to Active Clients
- Run Onboarding before delivery starts
- Update Delivery Board weekly
- Log scope changes on Revisions & Changes
- Close every project with Close-Out
What you get
- Excel workbook ready to upload to Google Drive
- Dropdowns for stage, status, and done/not-done
- Example rows plus clear placeholders
- Seven communication scripts ready to personalize
- One-time purchase — yours to keep and reuse
Get the working system
Stop improvising onboarding and delivery. Install a simple system you can run on every client.
$47 one-time · instant download
Works in Google Sheets and Excel. Licensed for your own freelance or consulting use.