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The Client Delivery Kit: everything between the yes and the handoff.

A coordinated set of templates for small web, design and creative studios. Fill it in once per project, keep it open while you work, hand the project over cleanly.

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$39 one-time, USD. No subscription.

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Try the quote logic

This is the formula set from the Quote sheet, running in your browser. Change a number and the result updates. It runs on this page only; nothing is sent or stored. It is a pricing aid for your own thinking, not financial advice.

Assumptions

Result

Total hours
0.0
Labour fee
0.00
Direct costs billed
0.00
Project fee
0.00
Your cost
0.00
Expected profit
0.00
Margin
0.0%
Effective hourly rate
0.00

Add task hours

Blank, text and negative inputs count as 0. No currency symbol: use your own. The example is fictional.

What is included

New to this? The client onboarding checklist and the scope change log guide explain the thinking behind the sheets.

Files in the download (version 1.0.1)
FileWhat it is
Client-Delivery-Kit_Blank.xlsxNine working sheets plus a Start here sheet, empty. Dropdown lists, date checks and formulas are in place.
Client-Delivery-Kit_Worked-Example.xlsxThe same workbook filled in with a fictional bakery website, so you can see how it behaves.
Client-Message-Scripts.docxSeven editable scripts: onboarding, missing assets, scope change, feedback request, approval, handoff, aftercare.
Project-Brief-Template.docxA blank brief with deliverables, acceptance criteria, exclusions, dates and approval.
Quick-Start-Guide.pdfThree pages: setup, workflow, worked example, common mistakes, reset instructions.
notion/Eight CSV files, three Markdown pages and an import guide. Not a one-click template; see compatibility below.
CHANGELOG.md, LICENSE.txt, README.txtVersion history, licence terms, file list and support details.

The nine sheets

SheetWhat you do there
1 InquiryRecord the lead, answer six Yes/No/Unsure fit questions, get a suggested next step.
2 BriefObjective, audience, deliverables with checkable acceptance criteria, exclusions, key dates.
3 QuoteAssumptions, task hours and direct costs become a fee, expected profit, margin and an effective hourly rate.
4 Scope changesLog each out-of-scope request with extra hours, extra fee, days added and a decision. Summary shows what is still Pending.
5 RevisionsOne row per review round. Shows whether a round is within what you included.
6 AssetsFifteen starter items for logos, copy, images, access and approvals, with a share-in-hand figure.
7 StatusStage, owner, next action, due date, blocker, days overdue, days since the client last heard from you.
8 Launch QAThirty-five checks across content, design, responsive, links and forms, accessibility basics, search basics, policies, hosting and creative files.
9 HandoffNineteen tasks from final approval to aftercare, including removing your own access.

Delete the checks that do not apply to your project and add your own. The lists are starting points, not a universal standard.

Previews of the actual files

These are renders of the worked-example workbook and the quick-start PDF, made from the files in the download. They are not mock-ups.

Quote sheet with assumptions, task hours, direct costs and results ending in a project fee of 3,278.40.
3 Quote: formulas are written out in the column beside each result.
Scope-change log showing three fictional requests with extra hours, calculated extra fee, status, and a summary of one pending request worth 780.00.
4 Scope changes: pending requests stay in the summary until someone decides.
Quick-start guide page showing the worked bakery example: a table of hours and fees with how each is calculated.
Quick-start guide: the worked example matches the workbook to the cent.

Compatibility, honestly

PartOpens inWhat was and was not checked
Workbook (.xlsx)Microsoft Excel, LibreOffice Calc, Google Sheets (upload)Formulas were recalculated in LibreOffice and compared with an independent calculation. The sheets were rendered and inspected. It was not opened in Excel or Google Sheets before release. In Google Sheets, check dropdowns and date formats after upload.
Documents (.docx)Word, Google Docs, LibreOffice WriterBuilt with python-docx and checked in LibreOffice. Fonts are Calibri; other apps substitute a similar font.
Guide (.pdf)Any PDF readerAll pages inspected as images.
Notion (.csv, .md)Notion importNo template link and no relations, rollups or buttons. Columns usually import as text, so you set Select and Date types yourself. Import was not run in a live Notion workspace for this release, and Notion changes its interface.

Who it is not for

  • Teams who need a CRM with pipelines, automation and shared contact history.
  • Anyone who needs an invoicing or billing platform. There is no invoice sheet.
  • Anyone expecting a legally drafted contract. The scripts and brief are not legal documents.
  • Studios of more than five people who need several people editing one live database. The workbook is a file per project.
  • Anyone who wants a one-click Notion template. The Notion files are imports.
  • Anyone expecting a guaranteed result. The kit is a tool, and how it works for you depends on how you use it.

Free sample versus the paid kit

ItemFree samplePaid kit
Quote worksheet, with formulas and a fictional exampleIncludedIncluded
Launch QA checklistIncludedIncluded
Printable PDF: QA checklist and formula tableIncludedNot separate; the checklist is in the workbook
Inquiry, brief, scope log, revisions, assets, status, handoff sheetsNot includedIncluded
Blank workbook and worked-example workbookNot includedIncluded
Seven message scripts and the brief template (.docx)Not includedIncluded
Quick-start guide with worked example (.pdf)Not includedIncluded
Notion import filesNot includedIncluded

Download the free sample. No email needed.

Licence, updates, support

  • LicencePersonal, single business. Use and edit the files for your own work and your own clients; do not resell, share or repost them. Read the licence.
  • UpdatesCorrections to the version you bought. No lifetime updates are promised.
  • SupportBy email, for problems with the files themselves. It does not include custom setup, legal review or pricing advice. Contact.
  • RefundsWithin 14 days if the files are defective or materially not as described. Refund page.

MonsiKit

Client Delivery Kit

Version 1.0.1

  • Blank workbook.xlsx
  • Worked-example workbook.xlsx
  • Seven message scripts.docx
  • Project brief template.docx
  • Quick-start guide.pdf
  • Notion import files.csv .md

Total, one time$39

USD. No subscription. Lemon Squeezy, the merchant of record, may add sales tax or VAT at checkout.

Licence: personal, single business. Edit the files for your own client work; do not resell or share them. Read the licence.

Checkout not open yet: email to be notified

Checkout is not open yet. This button opens your email app so you can ask to be told when it is. Nothing is charged and no order is placed.