ONE MORE STEP
YOU KNOW WHAT TO ASK.
NOW MAKE SURE YOUR CLIENT KNOWS WHAT TO EXPECT.
You just added a stronger intake process to your business. The next place projects usually get messy is expectations.
Add my 17-page How We Work client guide and give every new client a clear, polished explanation of how your firm communicates, bills, handles boundaries, and moves a project forward.
$47 today
15-minute new-customer price • Regularly $117
YES, ADD HOW WE WORK FOR $47
THE NATURAL NEXT STEP
Good intake gets the information.
Clear expectations protect the relationship.
The questionnaire tells you what the client wants. How We Work tells the client what working with you actually looks like.
COMMUNICATION
Set response times, explain how and where you communicate, and make it clear what clients can expect from you.
MONEY
Explain invoicing, payment expectations, and the financial communication that keeps projects clear and professional.
PROCESS
Walk clients through milestones, responsibilities, and what happens next so fewer things become surprises later.
WHAT'S INSIDE
17 pages.
Already written.
Easy to make yours.
Start with the exact structure, language, and client expectations. Then swap in your logo, colors, photography, and firm details.
- 17-page editable Canva guide
- Client communication expectations
- Invoicing and payment process guidance
- Response time and boundary language
- Project milestone and workflow sections
- Customize with your logo, colors, photos, and firm details
- Instant digital access
ONE-TIME UPGRADE
Set the expectations before you have to enforce them.
You already have the questions. Add the client-facing guide that makes your process just as clear on their side of the relationship.
One payment. Instant digital access.
Customize it once.
Use it with client after client.
No thanks, I’ll continue with my order.
