Client Intake and Quote Kit

This is a practical PDF + CSV templates for freelancers, service providers, consultants, and small agencies.

The problem it solves:

Bad-fit clients and unclear scopes waste time before the work even starts.

What it helps you do:

Gives you the questions, scoring, and quote structure to understand the job before you price it.

What you get:

- Client intake question bank

- Scope and fit checklist

- Quote builder, follow-up tracker, and email templates

How to use it:

- Use the intake questions before a call or quote

- Score fit, budget, urgency, and scope clarity

- Build a cleaner quote and follow up with the included templates

Best for:

Service sellers who quote custom work and want fewer unclear projects.

Not for:

Instant checkout products with no discovery or custom pricing.

License: personal, household, or one-business use depending on the product. No resale, redistribution, sublicensing, PLR, MRR, or template flipping.