Cursiqa

Cursiqa

Client Onboarding & Scope Control OS — onboard a new client
Client Onboarding & Scope Control OS — onboard a new client
Client Onboarding & Scope Control OS — onboard a new client
Client Onboarding & Scope Control OS — onboard a new client

Client Onboarding & Scope Control OS

$39.00

Start client projects with clear scope, fewer missing inputs and a written approval trail. A 31-page guide, 13-sheet tracker, 20 intake questions and nine ready-to-use email scripts.

Format
PDF guide + Excel tracker
Length
31-page guide
Download size
146 KB (.zip)
What you get
Client Onboarding & Scope Control OS Guide (PDF, 31 pages), Client Onboarding & Scope Control OS Tracker (Excel, 13 sheets), read-me-first guide
Licence
Personal and organisation use is governed by the Terms, including Licence for organisations. No resale or public redistribution.
Downloads
Unlimited
Link validity
No expiry

For service businesses. Example dates use YYYY-MM-DD; monetary inputs use one consistent currency without conversion. Management planning, not accounting or legal advice. Page, sheet and formula counts above are read directly from the delivered files.

Sold to customers outside the European Union. EU billing addresses cannot be accepted at checkout.

Category:

Description

Start with clear scope. Keep changes and approvals visible.

For freelancers, consultants and small service teams who need a repeatable handover from signed proposal to controlled project. Each time you onboard a new client, record what is included, what is excluded, who approves the work and what happens when the request changes.

What you get

  • 20 intake questions, each with the reason it is asked
  • Deliverables, exclusions, assets and milestone tracking
  • Counted revision rounds and priced change requests
  • Client risk scores and one next action on the Dashboard
  • Nine email scripts for asset chasing, scope changes, approvals and handover

Customer download: PDF, editable XLSX and a read-me-first guide. No subscription.

Compatibility

Excel (.xlsx) format, no macros. Recalculated in LibreOffice Calc. Microsoft Excel application testing and Google Sheets import have not been verified for this release. Check the worked example and dropdowns after importing into Sheets.

Before you use it

This is a project-management record, not a contract or legal advice. Two demo clients are included; remove the DEMO rows and clear the as-of override before live use.

Personal and organisation use is governed by the Terms and Conditions, including the Licence for organisations section. This description does not expand the licence.