Project Kick-Off
Project Kick-Off
![](https://cdn.sanity.io/images/z6yqajzt/production/d8641dd845048453f5932c686c9e7aa19a136563-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Proposal
Pitch your ideas and a project framework so clients choose to work with you.
![](https://cdn.sanity.io/images/z6yqajzt/production/8baf0333bb0bc8ae2f9d98b6991ff73f88b585ee-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Quote
Estimate the price of your services based on specified deliverables, right from the start.
![](https://cdn.sanity.io/images/z6yqajzt/production/039617afe8ffd453195ddc4d7400b1b0611b7f86-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Briefing
Outline project expectations with your client.
Client Onboarding
Client Onboarding
![](https://cdn.sanity.io/images/z6yqajzt/production/ef7ad50026b73a01def983c4c3bb9119b3ac1cce-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Non-Disclosure Agreement
Ensure confidentiality. Protect your work and client relationships with a NDA.
![](https://cdn.sanity.io/images/z6yqajzt/production/8e7e2bad1a86d4c4b3611f414bfb4b3f86f94e25-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
New Client Questionnaire
Ask meaningful and constructive questions to better understand your client’s needs.
![](https://cdn.sanity.io/images/z6yqajzt/production/78d11ba222e7e5bc92b767f3490d2528da7c7dd4-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Scope of Work
Lay out project specifics. Capture and define the goals and objectives of your project.
Creative Work
Creative Work
![](https://cdn.sanity.io/images/z6yqajzt/production/16ecf175dc5fa1fb5dc8a2d1a2683eb28ad9d4d4-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Concept Presentation
Share your work with clients to get comments and feedback, all in one place.
![](https://cdn.sanity.io/images/z6yqajzt/production/cc74ffab0c40e8b9448dd52a4ce5a29a6e5b2ccc-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Style Guide
Create the brand. Develop project standards to pinpoint your client’s vision.
![](https://cdn.sanity.io/images/z6yqajzt/production/ef1aa81a0af739290c09af0e31f3777e2c99ba94-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Moodboard
Help set the tone of your project. Upload sources of creative inspiration.
Financials & Delivery
Financials & Delivery
![](https://cdn.sanity.io/images/z6yqajzt/production/f14464edc4297c2dc746fa2f079ca6ec648f50b5-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Invoice
Record transactions with your client to keep track of billable tasks.
![](https://cdn.sanity.io/images/z6yqajzt/production/bebb3367f1b6a73f29b912154b87cd8ff1fe6f2b-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Timesheet
Set the pace. Document time spent on specific projects.
![](https://cdn.sanity.io/images/z6yqajzt/production/bd57b175f756d8f62d5d686b7aa3427918d00d2f-148x148.png?w=115&h=115&q=75&fit=max&auto=format)
Final Files Collection
Bring it all together. Place all final files in one accessible document to send to your client.