A clearer path from brief to handoff.
Start with a clear brief and agreed scope, then track the next action for each project. Record changes separately and check the actual files before handoff. The toolkit is for organisation: it does not issue invoices, connect to a bank, send reminders or replace a legal contract.
What you receive
- Six Excel tabs: Projects, Clients, Payments, Revisions, Brief and Example.
- 100 rows each for projects, clients, payment records and revision requests.
- Payment balance/status calculations using one currency per workbook.
- Four-page fillable PDF: Brief, Scope, Changes and Handoff.
- Six-page guide with five client-message drafts, also supplied in copyable TXT format.
Software and editing
Desktop Excel is the intended workbook editor; access is not included. Fillable PDFs need a PDF reader that supports standard form fields. PDF and workbook files do not sync. Google Sheets import and individual PDF-reader apps are not certified.
Delivery and licence
One-time digital purchase. Download a ZIP after confirmed payment and extract it before opening the files. Five downloads per order, with no scheduled download expiry. Keep an untouched master and edit copies. No physical item, software subscription or automatic renewal.
Use the files for personal work or your own business under the included licence. Finished social posts may be supplied to clients; blank source templates may not be resold or redistributed. Read the included licence for full details.
Examples are fictional and clearly labelled. Enter your own data. No sales, revenue or search-ranking outcome is promised.
Edition 3 includes refreshed Excel and fillable worksheet layouts plus a separate completed fictional worksheet example. Your blank working files remain blank.
