ClientStart Kit
The ClientStart Kit process

Good inputs.
Clear expectations.

Know what to send, what happens next, and what you will receive.

Supply approved service process; client responsibilities; supplied dates or relative timing; contacts; branding; agreed scope.

The agreed sources are organized into the listed deliverables; missing facts are flagged for clarification.

Receive checked files, review the open questions and request any included in-scope revisions.

Your input checklist

Approved service process; client responsibilities; supplied dates or relative timing; contacts; branding; agreed scope

Include your audience, preferred style, approved facts and the outcome you need. Flag anything that must stay unchanged.

Download the intake worksheet โ†“

Delivery you can review.

  • Editable Word welcome pack and checklist
  • matching PDF
  • Excel milestone timeline

Download the completed package from your private workspace. The target is five business days after verified payment and complete source material. If the brief needs clarification, we will ask before relying on an assumption.

Room for two refinements.

Send up to two in-scope revision requests, each within fourteen days of the latest delivery. Point to the item, explain the change, and include the correct source facts. Requests beyond the agreed scope need a separate agreement.

Outside this package: Onboarding emails, employee training, client contact, contract drafting, invented deadlines, account setup.

Your private workspace

Create an account with your email and password, save your brief, then review the scope before paying securely through Stripe. Keep the recovery code shown at signup; it is needed if you forget your password.

You can upload up to ten source files, each up to 8 MB, in XLSX, PPTX, DOCX, PDF, CSV, TXT, EPUB, SRT or VTT format. Send only material you have permission to share. Remove passwords and sensitive personal details.

Use the brief to share your source text and links, with supporting files if useful. You review the final work before using, publishing or importing it.

Need to clarify your brief with a person? Contact support. We can bring the business owner into the conversation when human input is needed.