Client onboarding
Agree a clear start, gather the right inputs and prepare the first delivery.
Consultants · Freelancers · AgenciesPreview templateFlori templates
A useful place to start.
Twelve practical setups for the work you do. Preview the steps, make a private copy, and change anything.
Weekly client update
Prepare a concise update from saved progress, open decisions and next steps.
Consultants · AgenciesPreview templateFractional COO 90-day plan
Turn the first 90 days into a small set of agreed outcomes and review points.
Consultants · FoundersPreview templateAgency retainer
Keep recurring deliverables, client decisions and review points together.
Agencies · ConsultantsPreview templateWebsite project
Prepare, build and review a website with a clear launch checklist.
Freelancers · Agencies · MarketingPreview templateProduct launch
Plan a useful release, review its evidence and record what happened.
Founders · MarketingPreview templateSDR follow-up board
Track approved accounts, confirmed context and the next useful follow-up.
SalesPreview templateContent calendar
Move useful ideas through drafting, review and an owner-chosen publishing plan.
Marketing · FreelancersPreview templatePodcast/guest pipeline
Keep guest fit, conversation preparation and publishing follow-through visible.
Marketing · FoundersPreview templateHiring a contractor
Agree the work, review candidates and prepare a clear contractor start.
Founders · AgenciesPreview templateChief of Staff kit
Start a Company HQ project for priorities, decisions and regular owner-led reviews.
Founders · ConsultantsPreview templatePersonal admin
A small place for personal next steps, errands and a regular review.
Freelancers · FoundersPreview templateYour copy is editable and private. Suggested routines are manual prompts; installing a template does not connect services or run your assistant.