Client dossier template
One dossier for every fact, promise, contradiction and gap about a client, so nothing said on a call is lost.
Payment is unavailable right now. Try again in a minute, or write to [email protected].
Secure checkout by Stripe. You open the document on the next page, right after you pay.
What is inside
- Due now
- Facts
- Promises
- Contradictions
- Gaps
- Risks
- Conclusions
- Client words
- Coverage check
Who it is for
Agencies and freelancers who make content for clients and want one place where everything the client said and promised is written down and sourced.
What you get
One document you read in the browser, print, save as PDF or hand to your own AI, with a download button for each. The page address you land on after paying is your copy: keep it.
More playbooks
Answer ledger template
Every answer a client gives, and what you did with it, row by row. No production starts while a row is missing a decision.
$9Brand and positioning template
The one client document for names, colours, fonts, value proposition, bios, audience, positioning and red lines.
$9Strategy proposal template
A one page strategy the client can read and approve, with your internal reasoning and market scan kept in a separate part.
$9System proposal template
Show a client how their content will be made: who does what, what they approve, what is automated, and what you need from them.
$9