Client intake & onboarding flow
The structured interview, access checklist, and kickoff sequence — what to collect before work starts so nothing stalls at week two.
Client OS
Client OS is the working delivery system of a web and AI-search studio — intake, discovery, design direction, change logging, and monthly reporting as one connected Notion and spreadsheet system, sold as the flagship of the Reach line.
$149once
Version: v1.0
Systems: 6
Includes: Client documents
Updates: Free, versioned
What's inside
Real pages from the system — the dated change log and the ROI report clients renew on — beside the operating loop that connects all six documents. The connections are the value.
Discovery & baseline capture
The dated-baseline ritual: analytics, search, and site state recorded before changes, so every later result is provable.
Design direction brief template
The pre-build contract between idea and execution: audience, conversion event, direction, sign-off — the document that kills scope drift.
Change log & attribution system
Every change dated, every result traceable. The habit that turns 'we did stuff' into 'this change produced that lift.'
Monthly report & ROI template
The client-facing report with honest ROI math — leads × close rate × value against your fee, shown even when modest. Clients renew on this.
Pipeline & capacity board
Prospects, active engagements, and your real capacity on one surface.
Client OS v1.0 — the changelog
This is not a template someone made once and abandoned. It is extracted from doctrine this studio runs on, and these are the real dates that doctrine changed. You buy v1.0 once; every v1.x amendment ships to you free.
- Funnel economics doctrine ratified — the ROI math the reports inherit
- Ops manual & positioning ratified — lifecycle and pricing stance
- Backbone & code-craft ratified — the engineering discipline behind the system
- Operating system founded; in daily use on live client work since
Before you buy
- Is this another Notion dashboard template?
- No. It's the delivery doctrine of a working studio — the documents clients actually receive (discovery briefs, design directions, dated change logs, monthly ROI reports) connected into one system. The Notion surface is the container, not the product.
- I'm a solo freelancer — is this overkill?
- It's built for one-to-five-person shops. The system is what lets a solo operator run engagements that feel like a larger studio's — that's its entire purpose. Use the pieces you need; the flow works at every scale.
- Do I need to buy any software?
- Notion's free tier and Google Sheets (or Excel) cover everything. No subscriptions, no per-seat fees, no lock-in — the documents are yours.
- Do updates cost extra?
- No. The ledger on this page is real — the system is amended as our own client work teaches us. Every v1.x amendment ships to owners at no charge.
- What if it's not for me?
- 14-day refund, no questions — email us from your receipt.