A questionnaire to find out all about your client's business. This is a results-driven questionnaire and will ensure you have all the data you need to create an effective finished product for your clients.
Give your clients a killer onboarding with this eBook which will introduce your client to the project. It includes sections about their role in the project, what they can expect when working together, and the project logistics.
In almost any consulting project you’ll want to research their audience. This is a questionnaire you can get your client to send out to get some useful feedback for the project.
A checklist for your clients to ensure they show up to your roadmapping session prepared and ready to rock! Start the day on the right foot without any costly delays.
This is the exact document we use for our paid discovery sessions. It contains a full list of talking points and ensures that by the end of the session, you’ll have a solid project direction, including budget and ROI for your proposal.
This template will utilise all of the data we gathered in the previous data collection work along with the roadmapping session to deliver our final recommendations to the client. You can see an example of a real report we might use.
If website consulting forms a part of your project you can use this document to identify the current problem areas in a website and offer easy fixes to instantly improve it. You can add this to the previous report or use it as a standalone document.
Most of our consulting projects includes setting up potential joint-venture partnerships with our clients. You can use this document as a basis for giving your clients a pack detailing all the logistics of these partnerships.
We’ve found that consulting projects often have a lot of moving parts. Your clients will greatly appreciate having a solid guide as to exactly what they need to do if they decide to handle the implementation themselves.
A killer proposal template for your consulting projects. This template was used on a recent project so we know it works. It’s not just pretty — it converts. Which is exactly what you need with a proposal.
A template that you can use before and after every meeting with your client so everybody knows what you are going to be talking about, along with the goal and purpose of the call. Every meeting should be clear, valuable, and as efficient as possible.
An official statement of work detailing the project and what’s included. Includes all the necessary information like timeline, budget, meeting schedule, and more.
What it says on the tin. An invoice template to match the rest of your documents. Give everything a cohesive, branded look making you look amazingly professional.
Every project should end with a questionnaire about how it went, and any wins or results they’ve found. You can take the answers to these questions and create kick-ass testimonials for your website.
Available in: Google Docs, Figma.
Useful info
All items use free fonts (we include the links to download in each pack)
All files are a mixture of Figma, Google Docs, Google Sheets, and PDF
Includes a template to easily import the pack into Client Portal
Consistent branding across all products — easily tweak to match your brand
Detailed symbols and character styles are used throughout to make editing easy. Change the styling once and it’ll change everywhere!
Frankly I haven’t found any better templates individually. Certainly none of the templates I've tried offer the comprehensive-ness of the Paid Discovery Edition. It's a game-changer. And it's easily worth 20x what I have paid for it in terms of the confidence and peace-of-mind I have when I use the templates with the clients
Jay Sennett
This is so useful. I was able to close a deal for roadmapping on the spot using these materials.
Huzaifah Zaba
I like polished systems so this is exactly what I needed :-) It's saved a lot of time!
Claire Emerson
Grabbing a copy of Project Pack was a decision I'm very happy I made. It's saved me a bunch of time and given me a comprehensive process and the supporting documents needed to run dream projects! I love it and my clients love it too!
Luke The Designer
This pack was way more than I expected. It's how I do business but the copy is written really well! I was thinking I would edit it, but NO, it's better than what I was using. SO MUCH VALUE! Thank you.
Jason P.
I purchased the paid discovery edition and immediately sent out a proposal using two of the components. It was a substantial project. I won the bid and they specifically mentioned the Getting Started Guide. So I can safely say that I am a big fan.
Anon.
The paid discovery edition of Project Pack gave me a really good set of deliverables that I didn't have (or even know I needed!) They gave me inspiration and a solid foundation from which I was able to fit together a nice new set for my niche.
Patrick Labbett
I love Project Pack. I've customized a template to create my own Statement of Work and use it weekly for clients. It's sooooo good.
Jay Sennett
