Course curriculum

  • 1
    Start Here
    • Start Here
    • Table of Contents
  • 2
    The First 30 Days
    • Business Goals Worksheet
    • Client Agreement
    • Client Call Notes
    • Client Invoice Sample
    • Freelancer and Client Success Guidelines
    • Intake Form
    • Payment Arrangement Form
    • Welcome Letter
  • 3
    Working with Clients
    • Documents for Working with Clients

Client Success Kit

Templates to save you time and money.

The Client Success Kit gives you ready-to-use documents that cut down time spent on admin and reduce unnecessary costs. Use them to streamline your workflow and focus more on delivering client work and getting paid.

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