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Free template · Business

Client project plan: 8 steps from kick-off to invoice

A month-long piece of client work: scope in writing, two rounds of feedback, sign-off and the invoice. Use it as a checklist, or let Clarity Board put every step in your Google Calendar.

8 steps to start fromEdit them to fitYour own datesNotes page: outcome, scope, feedback
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From this page to a project in your calendar.

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Free template · Business

Client project plan

  1. 1Kick-off call: goals, scope, contactsMon, Nov 2
  2. 2Send the written scope and timelinemm/dd/yyyy
  3. 3Collect materials and accessFri, Nov 6
  4. 4Deliver the first draftmm/dd/yyyy
  5. 5Get the client’s feedbackmm/dd/yyyy
  6. 6A step of your ownmm/dd/yyyy
+ Add a step
Your notes page
Outcome · Scope · Feedback

Client project plan

  1. 1Kick-off call: goals, scope, contactsMon, Nov 2
  2. 2Send the written scope and timelinemm/dd/yyyy
  3. 3Collect materials and accessmm/dd/yyyy
Copy the checklistPrint
Client project plan [ ] Kick-off call: goals, scope, contacts (~1 h) [ ] Send the written scope and timeline (~1 h) [ ] Collect materials and access …
Copied.
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingWebsite redesign
AdminQuarterly report
Work blockWork block
RunSeminar
Website redesign
Clarity Board
PROJECTS +
DO TODAY
Website redesign (3)+ ✎ ▤
SCHEDULE
Quarterly report (5)+ ✎ ▤
Mon 26Tue 27Wed 28Thu 29Fri 30
← New project
Start from a template
A ready-made project with its tasks, due dates and notes Doc. Or fill in your own below.
Project name 
UrgencyNot rated
ImportanceNot rated
Mon 26Tue 27Wed 28Thu 29Fri 30
← Start from a template
WORK AND RESEARCH
Grant application12 tasks
Research paper10 tasks
Thesis chapter9 tasks
BUSINESS
Product launch10 tasks
Client project8 tasks
Event or workshop11 tasks
PERSONAL
Moving home10 tasks
Mon 26Tue 27Wed 28Thu 29Fri 30
← Client project
Project nameAcme website
Deadline (optional)Dec 18, 2026
Task due dates
Spread them for me
No dates: I'll set my own
TASKS
Kick-off call: goals, scope, contacts
Send the written scope and timeline
Collect materials and access
… 5 more, all ticked
Create project
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingWebsite redesign
AdminQuarterly report
Work blockWork block
RunSeminar
Website redesign
Clarity Board
PROJECTS +
DO TODAY
Website redesign (3)+ ✎ ▤
DO SOON
Acme website (7)+ ✎ ▤
Kick-off call: goals, scope, contacts~1 h
Send the written scope and timeline~1 h
Deliver the first draft
Created Acme website: 7 tasks and its notes Doc.
Google Docs · Clarity Board — Project Notes

Acme website

Outcome
Client and contact
What we deliver
Due date and fee
Scope
In scopeOut of scope
Feedback
DateFromRequestDone
Mon 26Tue 27Wed 28Thu 29Fri 30
Kick-off call: goals, scope,
← Edit tasks
TaskKick-off call: goals, scope, contacts
Due date (optional)Mon, Nov 2
TaskSend the written scope and timeline
Due date (optional)none
Save

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The steps

Scope in writing, two rounds of feedback, then sign-off. Make it yours: click a step to reword it, remove one with ✕, add your own, and give any step a date. This page remembers your changes on this device.

    The notes page

    Everything bigger than a task, in one place. In Clarity Board this becomes a Google Doc linked to the project; here's what's in it.

    Outcome

    Client and contact
    What we deliver
    Due date and fee

    Scope

    Agreed in writing at the start.

    In scopeOut of scope

    Feedback

    In the Date column, type @date to pick a day.

    DateFromRequestDone

    Decisions

    Newest first.

    DateDecision

    Notes

    Free text, for anything else.

    Why it's laid out this way

    Scope in writing, early

    A short written scope and timeline after the kick-off call is what you both point to when requests grow.

    Two rounds, planned

    Planning two rounds of feedback from the start sets expectations, and makes a third round a conversation rather than a surprise.

    Close it properly

    The invoice goes out with the sign-off, while the work is fresh, along with a short wrap-up the client can share.

    Put this plan in your calendar

    Clarity Board is a free panel beside Google Calendar for anyone juggling several projects at once. It creates this project with the steps you choose and its notes page, and helps you give it the time it needs, week by week.

    Get the free beta