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Win the client, deliver the work

The whole client arc on one stack — pitch it, sign it clean, survive the revisions, and hand off work that makes them rehire you.

By RECT · 4 templates

Client work is never just the work. Before you touch the actual project you have to sell it, scope it so it doesn't balloon, and sign a contract that won't burn you — and after, you have to survive the revision rounds and hand off something polished enough to justify the invoice. Every one of those stages is a place the relationship can quietly go sideways: the proposal that undersells you, the SOW with a clause you skimmed, the feedback scattered across email and Slack and three versions of the same file, the final deck with a typo that makes a premium fee feel less premium. This kit runs the full arc on one stack — so you win cleaner, protect yourself, keep revisions sane, and deliver like the studio you're charging like.

1

Win the project with a proposal that closes

A proposal is a sales document, not a price list — and a wall of text emailed as a PDF rarely lands. A Client Proposal puts scope, deliverables, timeline, and pricing on one live link, with optional add-ons the client can toggle while the total recalculates in front of them, then accept and sign right there. It's the Qwilr or PandaDoc move — a proposal that feels considered and closes itself — instead of "let me know what you think" into the void.

2

Sign the contract without the nasty surprise

Before you countersign the MSA or SOW they sent over, actually read it — the payment terms, the IP clause, the kill fee, the auto-renew hiding on page four. A PDF Review anchors each concern to the exact page, records your decision on it, and gives you one clean pass over the whole thing. It's the lawyer read you're not paying for on a $6k project — done before it goes back through DocuSign, not after you've already agreed to net-90.

3

Turn revisions into one clean thread

The deliverable phase is where good relationships fray — feedback split across email, Slack, and three renamed versions of the same file, with a "did you see my note on paragraph 3?" every other day. A Draft Annotator keeps it all anchored: you, the client, and agents comment right on the line in question, replies thread underneath, and every note gets resolved and signed off. It's Google Docs or Figma comments with an actual approval trail — so "final_v4_REALfinal" stops being a genre.

4

Hand off a deck that matches the fee

When the deliverable is a presentation — the strategy readout, the campaign plan, the final pitch — a typo on the cover or an off-brand phrase quietly undercuts the premium you charged for it. Run it through a PowerPoint Proofreader: spelling, grammar, terminology, and wording checked slide by slide, the story tightened so it lands the way you meant it. The last-mile polish that turns a one-off gig into "can you take the next one too?"

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