Get Access — $29
New: AI Client Intake Kit v2

Close More Deals With Better Briefings

Stop losing clients to scope creep, endless revisions, and miscommunication. The AI Client Intake Kit gives you battle-tested templates that turn vague ideas into crystal-clear project requirements—every single time.

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30+ Ready-to-Use Templates

Questionnaires, discovery forms, and intake sheets for every project type.

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10 Pre-Flight Checklists

Never miss a critical detail before kicking off a new client project.

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12 AI Prompts Included

Auto-generate SOWs, project timelines, and client emails in seconds.

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Reduce Scope Creep by 80%

Clear expectations upfront = fewer "small favor" requests later.

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Save 5+ Hours Per Client

Skip the back-and-forth. Get everything you need in one structured session.

Get Instant Access — $29

One-time payment. Lifetime access. Instant download.

Is This For You?

✓ This Is For You If...

  • You're a freelancer tired of scope creep eating your profits
  • You run an agency and need to standardize client onboarding
  • You want to look more professional without the premium price tag
  • You'd rather spend time doing the work than writing proposals
  • You want AI-ready templates that actually work with ChatGPT/Claude

✕ This Is NOT For You If...

  • You prefer "winging it" with every new client
  • You enjoy endless email threads to figure out requirements
  • You think templates are "too corporate" for your style
  • You have a full-time legal team handling your contracts
  • You're looking for free resources (this is a premium toolkit)

Everything You Get

30
Intake Templates
Questionnaires, forms & worksheets
10
Pre-Flight Checklists
Never miss critical details
12
AI Prompts
Ready for ChatGPT/Claude
5
Client Email Templates
Professional & plug-and-play
1
SOW Template
Statement of Work framework
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Free Updates
All future versions included

Frequently Asked Questions

What exactly is included in the AI Client Intake Kit?
You get 30+ intake templates (questionnaires, discovery forms, briefs), 10 pre-flight checklists, 12 AI prompts specifically designed for client work, 5 ready-to-send email templates, and a professional SOW template. Everything is delivered as editable files you can customize.
Do I need to know how to use AI tools?
Not at all. The templates work perfectly on their own. The AI prompts are a bonus for those who want to supercharge their workflow with ChatGPT, Claude, or similar tools. Each prompt includes instructions on how to use it.
Can I use these with my existing tools?
Absolutely. The templates come in multiple formats compatible with Google Docs, Notion, Microsoft Word, and PDF. You can import them into your CRM, project management tool, or email platform without any hassle.
Is this a one-time purchase or subscription?
One-time payment of $29. No subscriptions, no hidden fees. You get lifetime access to all current materials plus any future updates we release for the kit.
What if it doesn't work for my business?
We offer a 7-day money-back guarantee. If you're not completely satisfied, just email us within 7 days of purchase and we'll refund your money—no questions asked.
🛡️

7-Day Money-Back Guarantee

Try it risk-free. Not satisfied? Full refund, no questions asked.

Ready to Upgrade Your Client Onboarding?

Join hundreds of freelancers and agencies who've stopped the scope creep cycle.

$29

One-time payment • Lifetime access • Instant download

Get Instant Access — $29

🔒 Secure payment • 7-day guarantee • Instant delivery