Digital download
Solo Consultant Client Intake Pack
$15
A simple client intake workflow: from first inquiry through discovery, scope, kickoff, and handoff.
Built for: Freelancers, solo consultants, and small service providers
What’s included
Files are designed for practical editing and reuse: printable PDFs plus editable source formats where appropriate.
- ✓ Client intake form
- ✓ Discovery call agenda
- ✓ Scope worksheet
- ✓ Proposal skeleton
- ✓ Kickoff checklist
- ✓ Handoff checklist
- ✓ Scope creep response scripts
License summary
You may use and edit the templates inside your own organization. You may not resell, redistribute, repackage, or publish them as your own template product.
Support
If a file is missing or broken, contact support and we’ll fix it. Templates are starting points, not legal, financial, medical, or compliance advice.