Free download
Free sample: invoice follow-up emails and a proposal AI prompt
Two pieces taken straight from the $29 Client Ops Starter Kit, so you can judge the kit on real pages. No sign-up, no email address. Open it or download it right here.
Open the free sample Download as plain text (.txt)
The web version is print-ready: use your browser's Print, then Save as PDF, to keep a PDF copy (5 pages). The .txt file is plain Markdown, the same format as the kit. No sign-up, no email, no tracking cookies.
What's in the sample
- Invoice follow-up emails in three tones (Friendly, Firm, Final), with subject lines, a suggested schedule and a simple internal log. From the kit's invoice chase template.
- The proposal AI prompt: paste your discovery-call notes into the AI assistant you already use and get a proposal draft with fixed sections to review and edit.
Both are shown as they appear in the kit. Replace the [bracketed placeholders] with your details, and check names, amounts and dates before anything goes out.
Not legal advice
These are business drafts to adapt and review, not legal advice or a lawyer-reviewed contract. Laws and payment rules vary by location. AI-generated drafts are still drafts: you're responsible for what you send. Don't paste confidential client data into AI tools unless your client agreement and the tool's terms allow it.
Want the whole workflow?
The full kit adds the Offer Snapshot, a proposal template and guide, the Scope & Extra-Work Agreement (scope of work plus an Extra-Work Approval step for "quick favor" requests), a kickoff pack, a weekly update template, a pre-send QA checklist, 5 AI prompts and 5 before-and-after worked examples that follow one fictional project, plus the Client Journey Checklist that shows which document to open when. It's 22 plain Markdown files in a ZIP that paste into Notion, Google Docs or Word.
Digital download (ZIP) · 14-day refund · Not legal advice