AI Client Onboarding & Proposal Kit
Intake → follow-up → proposal → kickoff — with a thin form→sheet notify appendix.
- Intake schema + status pipeline
- Follow-up templates + objection FAQ
- Proposal outline + kickoff checklist
$29Get the kit
Stop losing leads in your inbox.
Start free with the intake cheat sheet. Then grab the $29 kit that finishes the system — intake → follow-up → proposal → kickoff. Instant download. No call center.
The toolkit
Useful on day one.
Templates you adapt to your own Notion, Sheets, and tools. Start with one bottleneck or build the full workflow.
SMB AI Ops Sheets Kit
Pipeline, weekly review, invoice schema, and weekly metrics — Notion MD + Sheets tab map.
- Pipeline board for active work
- Weekly review checklist
- Invoice tracker + metrics map
AI Pricing & Proposal Engine
Rate card, packaging rules, Sheet calculator, scope-to-price checklist, proposal number blocks.
- Rate card + packaging rules
- Sheet-ready pricing worksheet
- Scope-to-price checklist
Best value · save $18
Run leads → delivery → quotes without reinventing docs.
Get all three kits together: onboarding, ops, and pricing. Singles are $117; the Workflow Trio is $99.
Get the Workflow Trio — $9901
Onboarding & proposalsA clear path for every new lead.
02
Ops sheetsDelivery and weekly numbers in one place.
03
Pricing engineMake the next quote repeatable.
A lighter way to start
Pick a bottleneck. Build from there.
01 / CHOOSE
Start where work gets stuck
Pick onboarding, operations, or pricing — whichever is costing you the most repeat effort.
02 / ADAPT
Make it yours
Use the structures in your own documents and tools. The kits are decision aids, not hosted software.
03 / RUN
Use it on a real brief
Put the checklist, worksheet, or template to work immediately on your next client or proposal.
Not ready to buy? Start with the free intake cheat sheet.
A practical first pass for turning a messy client request into a usable intake.