Freelance kits that keep clients clear

Practical templates for solo freelancers — so every project starts with scope, owners, and payment terms.

Get the free Intake Cheat Sheet See next steps

Free download

Client Intake Cheat Sheet

Fifteen must-ask questions and a red-flag table on one page. Start cleaner discovery today — then productize with the paid kits when you’re ready.

Download free on Gumroad

What we make

ClientReady builds focused digital kits for freelancers who sell services — designers, writers, developers, consultants — and want clean kickoffs without agency overhead.

Clear intake

Questions and forms that surface goals, decision-makers, deadlines, and budget before you write a proposal.

Onboarding that sticks

Welcome sequences, kickoff checklists, and expectations so clients know how to work with you.

Proposals & follow-ups

Structures and polite nudges that move deals forward without sounding pushy.

Start here

One-time purchase. Download and adapt for your freelance practice. Free sheet first, then pick your next paid kit — or grab the full bundle.

Step 1

Client Intake Cheat Sheet

FREE

Fifteen must-ask questions and a red-flag table — soft lead into the paid kits.

Get free cheat sheet

Step 2

Client Onboarding Kit

$19

Intake forms, welcome sequence, and kickoff templates so new clients start clean.

Get Onboarding Kit

Step 2

Proposal Pack

$17

Proposal structure plus follow-up emails that stay professional without awkward nudges.

Get Proposal Pack

Best value

All-Kits Bundle

$99

Full ClientReady kit set in one purchase — onboarding through offboarding and more.

Get All-Kits Bundle
See all kits

Boundary & Availability Pack

$12

Scripts and templates to set client hours, response windows, and availability without guilt.

Get Boundary Pack

Invoice & Late-Payment

$14

Invoice templates and polite late-payment scripts so cash flow stays predictable.

Get Invoice Kit

Scope-Creep Defense

$15

Scripts and boundaries to catch scope creep early and protect your timeline and rate.

Get Scope-Creep Kit

Testimonials

$12

Ask-and-collect templates so happy clients leave usable quotes you can publish.

Get Testimonials Kit

Offboarding

$15

Clean wrap-up checklists, file handoff notes, and goodbye emails that leave the door open.

Get Offboarding Kit

Retainer & Rate-Raise

$16

Retainer frames and rate-raise scripts for clients you’ve earned the right to charge more.

Get Retainer Kit

Weekly Update

$13

Short status templates that keep clients informed without another meeting.

Get Weekly Update Kit

Revision & Feedback

$12

Feedback rounds and revision limits that stay clear, fair, and client-friendly.

Get Revision Kit

Online coaches: see the dedicated Coach Pack page.

From the blog

Late payment email scripts for freelancers — polite → firm → final notices that get invoices paid. Also: client onboarding checklist.