Client Work
Client Delivery Operating System
Description
A complete set of onboarding templates, delivery map, project statuses, client reports, QA and commitment tracking.
What you get: 5 working Excel/Google Sheets workbooks with 15 sheets and 157 ready-made formulas (totals, statuses, deadlines and checks calculate on their own), plus a guide and a buyer licence. Yellow cells are for your data, grey cells hold formulas.
Every workbook is pre-filled with one worked example, a fictional 8-person marketing studio, so you can see each formula, status and chart working before you replace the sample rows with your own data.
What is inside7 files
- 01 Client Onboarding.xlsx
- 02 Project Launch Map.xlsx
- 03 Project Status and Client Report.xlsx
- 04 Quality Control.xlsx
- 05 Commitment Tracking.xlsx
- Guide.md
- License.txt
01 Client Onboarding.xlsx
- How to usestep-by-step instructions for this file
- Checklist13 ready-filled rows, 1 formula
02 Project Launch Map.xlsx
- How to usestep-by-step instructions for this file
- Settings4 ready-filled rows
- Stages10 ready-filled rows, 44 formulas
- Risks3 ready-filled rows, 30 formulas
- Communication4 ready-filled rows
- Acceptance10 ready-filled rows, 1 formula
03 Project Status and Client Report.xlsx
- How to usestep-by-step instructions for this file
- Status6 ready-filled rows
- Client report11 ready-filled rows
04 Quality Control.xlsx
- How to usestep-by-step instructions for this file
- Checklist12 ready-filled rows, 1 formula
05 Commitment Tracking.xlsx
- How to usestep-by-step instructions for this file
- Commitments6 ready-filled rows, 80 formulas
Licence
For your own work: you may edit it and keep a copy. Reselling the original file is not allowed.
Usage rules →Delivery
Once payment is confirmed, protected access with unlimited downloads is created.