Popis
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.