Project Kick-Off
Project Kick-Off
![](https://cdn.sanity.io/images/z6yqajzt/production/3729be3910bc675bb3e65e72fae74c6ad1c55707-240x240.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/6bde9b63ae45cb13f404943b7ab4387cf3dca4c0-240x240.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/91b8e7d865601c85a50899e1e8d90825f8c87ad8-240x240.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/f2bce783ae8018d961e704ad975069eefc2a9eae-240x240.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/6a47dac45b32de84c9fead64f562d64009d3d754-240x240.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/68865931fb417f351596f09ff3adc45e63a77a68-240x240.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/3f4e9e9d4979b1c2de8155b85586a42483173175-240x240.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/44ffe5e2e53ba3dd4f5eefa154fe6d20ac7ba002-240x240.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/0882b76b360c5503ed7fc67f2fb29b9db39d2ef2-240x240.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/463e588e6d1f58551a51f8eb242c91fb636794d2-240x240.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/7c17d886318e557e0a21687a05c3dd6c14a814b2-240x243.png?rect=0,2,240,240&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/eb523e38181ebec3517cd60548f633eda19593fb-320x240.png?rect=40,0,240,240&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.