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AI Client Onboarding & Proposal Toolkit approved cover

Product cover. Package contents listed alongside.

05 / CLIENT OPERATIONS

AI Client Onboarding & Proposal Toolkit

Organize client intake, proposals, and project handoffs with a 20-page guide, ten editable Word documents, and two Excel workbooks.

INCLUDES · 20-page PDF + ten Word files + two Excel files
  • Client intake and master proposal templates
  • Three fictional proposal examples
  • Kickoff, change request, handoff and email templates
  • Client tracker, prompt library and pricing estimator
$19
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Includes the client operations workbook, formula-based pricing estimator, start-here instructions, and editable documents. All proposal examples are fictional; review business facts and legal terms before use. No live CRM or automated client delivery is included.

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Formats: DOCX, XLSX, PDF, TXT. Delivered as one private ZIP after verified payment when purchasing is enabled.

PDF page totals below include the added cover where supplied. Start with the included instructions. Extract the ZIP on your device; open PDFs in a PDF reader and editable files in compatible applications. Keep an original copy before editing. No software subscriptions are included.

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