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Client Close Kit
Freelance client ops templates from call to payment
Client Close Kit is an editable, practical ops pack for freelancers and solo consultants. Move from discovery call to proposal, SOW, deposit, kickoff, delivery, invoicing, and payment follow-up with ready-to-use Google Docs/Sheets and Word/Excel templates. Includes a call script, 3-tier proposal, SOW, onboarding checklist, kickoff emails, invoice/payment kit, project tracker, CRM, README, and license. Set up in about 15 minutes; personal and business use included.
About Client Close Kit on Product Hunt
“Freelance client ops templates from call to payment”
Client Close Kit was submitted on Product Hunt and earned 2 upvotes and 1 comments, placing #155 on the daily leaderboard. Client Close Kit is an editable, practical ops pack for freelancers and solo consultants. Move from discovery call to proposal, SOW, deposit, kickoff, delivery, invoicing, and payment follow-up with ready-to-use Google Docs/Sheets and Word/Excel templates. Includes a call script, 3-tier proposal, SOW, onboarding checklist, kickoff emails, invoice/payment kit, project tracker, CRM, README, and license. Set up in about 15 minutes; personal and business use included.
On the analytics side, Client Close Kit competes within Productivity — topics that collectively have 661.5k followers on Product Hunt. The dashboard above tracks how Client Close Kit performed against the three products that launched closest to it on the same day.
Who hunted Client Close Kit?
Client Close Kit was hunted by Leo Ching. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of Client Close Kit including community comment highlights and product details, visit the product overview.
Hi Product Hunt — I built Client Close Kit for freelancers and solo consultants who are good at the work but lose time in the messy middle around it: discovery calls, proposals, scope, onboarding, invoices, and payment follow-ups.
It is a practical, editable pack for Google Docs, Google Sheets, Microsoft Word, and Excel — not a Notion-only system your clients need to learn. The ZIP includes a discovery call script, proposal template with three pricing tiers, SOW, onboarding checklist, six-email kickoff pack, invoice/payment kit, project tracker, CRM, README, and licence.
The intended workflow is simple: call → proposal → SOW → deposit → kickoff → delivery. Setup is designed to take about 15 minutes. It is $39, with personal/business use included; it is not legal advice and the templates are not for resale.
I would especially value feedback on which client-ops step causes the most friction for you, and which template you would improve first. There is also a free Discovery Call Script for anyone who wants to try one piece before considering the full kit: https://chingleo.gumroad.com/l/d...
Paid kit: https://chingleo.gumroad.com/l/c...