The Client-Ready Kit
- Instant download
- 14-day refund
- Secure checkout
What's inside
Add a product metafield custom.whats_inside (list of single-line text) to itemise exactly what's included.
14-day money-back guarantee
Open it. If it's not what I described, email within 14 days for a full refund — and you keep the files.
What's Inside
- Client Pipeline Database — Track every client from discovery to repeat business with status, value, lead source, and follow-up dates
- Project Tracker Database — Manage deliverables, deadlines, hours, and budgets for every active project
- Client Onboarding Checklist — Pre-kickoff, kickoff call agenda, during-project, and close-out steps
- Proposal Template — Ready-to-customize 3-tier proposal with problem, solution, deliverables, and pricing
- Contract Checklist — Must-have and nice-to-have clauses so you never miss a critical term
- Email Templates — Discovery reply, proposal follow-up, project complete, and payment reminder emails ready to send
- Monthly Client Review — 15-minute monthly check-in to review pipeline, win rate, and referral opportunities
How It Works
- Purchase and receive your Notion template link
- Click "Duplicate" to copy everything into your workspace
- Customize the proposal template with your services and pricing
- Add your first client and start running like a pro
How delivery works
You'll get instant access — a download link on the confirmation page and by email the moment you pay. Files and templates are yours to keep forever.
Refunds
If you open it and it's not what I described, email me within 14 days for a full refund — and you keep the files. One condition: you have to actually open it first.
More tools that pull their weight
Notion templates, AI workflows, and the full operating system.
The honest answers
Before you buy
The questions everyone asks.
Is this just another overpriced course?
No. These are Notion templates and files you download — not a course. One-time price, no upsell funnel. You buy it, it's yours.
What if it's not what you said it was?
If you open it and the content isn't what I described — email me within 14 days. Full refund, and you keep the files. One condition: you actually have to open it.
How do I get it after I buy?
Instantly — download link on the confirmation page and in your email the second you pay. Notion templates include a duplication link.
Is checkout secure?
Yes. Shopify checkout with Shop Pay, Apple Pay, Google Pay and all major cards. We never see your card details.
Still unsure? Email us — a real human (me) replies.
The Parallax co-pilot is coming
An AI dashboard that tells you exactly what to charge, who to DM today, and what to focus on this week. Sign up to be first in.