Templates
The work you have done before, already laid out.
Project templates
Every one of them, exactly as it ships.
These are not examples drawn for this page. They are the templates in the product, read from the same file the app reads, so what you see here is what you get.
- Send the welcome note and intake questionnaireKickoffday 1
- Draft and send the agreementKickoffday 2
- Schedule the kickoff callKickoffday 2
- Collect brand assets and account accessSetupday 4
- Set up the shared folder and project workspaceSetupday 4
- Confirm scope, milestones, and timelineKickoffday 6
6 tasks across 2 sections, dated from the day you start.
- Run the brand discovery questionnaireDiscoveryday 1
- Build the moodboard and pick a directionDiscoveryday 4
- Present three logo directionsDesignday 8
- Refine the chosen directionDesignday 13
- Write the brand guidelinesDeliveryday 19
- Package and hand off the final assetsDeliveryday 22
6 tasks across 3 sections, dated from the day you start.
- Agree the sitemap and content planDiscoveryday 1
- Wireframe the key pagesDiscoveryday 5
- Design the key pagesDesignday 10
- Build the pagesBuildday 17
- Content load and QA passBuildday 25
- Launch and hand overLaunchday 29
6 tasks across 4 sections, dated from the day you start.
- Plan the month's topicsPlanday 1
- Draft the piecesProduceday 4
- Edit and designProduceday 11
- Send for client reviewReviewday 15
- Schedule and publishReviewday 19
5 tasks across 3 sections, dated from the day you start.
Form templates
And the questions you always end up asking.
A form is a link you send. The answers come back into Zenboard, attached to the client they came from.
Client intake.
A few questions so we can work out whether we’re a good fit. Takes about three minutes.
Project kickoff brief.
The details we need before we start. Answer what you can and we’ll fill the gaps together.
Design feedback.
Tell us what’s working and what isn’t. Specific beats polite.
Testimonial request.
If you enjoyed working with us, a short quote helps more than you’d think.
Why they help
Set-up is the part nobody charges for.
The hour you spend rebuilding the same project list is an hour nobody pays you for, and you spend it again on the next client.
The second one costs nothing.
The first time you run a kind of project you work out the shape of it. Every time after that, the shape is already there.
Nothing is forgotten in week three.
The step you always forget is in the list, dated, before the project has started and before anyone is busy.
A template is a starting point, not a rule.
Every task is yours the moment the project exists. Rename them, move the dates, throw half of them away.
Start from a template, and change your mind later.
Free to start. Setting up takes about two minutes, and a template takes one click after that.