





Capture details via a short Typeform, generate a branded proposal in Google Docs, and e‑sign with Dropbox Sign. Save templates for scope, timeline, and outcomes. Clients feel momentum immediately, while you avoid blank‑page stress and keep sales cycles moving without unnecessary meetings or delays.
Use a Trello board with columns like intake, discovery, draft, review, and delivered. Attach files, decisions, and due dates. A weekly ten‑minute review keeps everything aligned, exposes risks early, and prevents small miscommunications from expanding into stressful, time‑consuming issues later in the engagement.
Record a short Loom handoff explaining files, next steps, and maintenance tips. Schedule a 30‑day check‑in to confirm results and gather a testimonial. Offer optional ongoing support. That final touch cements trust, prompts referrals, and quietly grows a pipeline grounded in genuine client satisfaction.