Client documents you publish as a link in one click.
Ten complete deliverables, each a page rather than a file. Pick one, publish it to your account, fill it in yourself or with your agent, and send the link with a passcode. The client opens it on their phone. You see when they did.
No card. 3 free pages, each live for 7 days, passcodes included.
The templates
- template Business proposal Where the client is, the one thing first, the shape, month by month, the fee stated early.
- template Project proposal Scope cards, a timeline and an investment table that adds up, for a client choosing a studio.
- template Statement of work In and out of scope, deliverables, milestones tied to payments, change control, sign-off.
- template Pitch deck Eleven full-screen slides, arrowed through in the browser, sent as one link.
- example Brand and growth audit Findings and recommendations, for a client who asked what to fix first.
- example Monthly performance report The month in numbers, for a retained client who checks the same link.
- example Technical due diligence Risks ranked by severity, for an investor or an acquiring team.
- example Growth strategy review Where the next year of growth comes from, for a founder or a marketing lead.
- example Market research review Sizing, segments and what the data says, for a team weighing a new market.
- example Quarterly business review deck Full-screen slides for a board review.
What is a client deliverable template?
A client deliverable template is a finished document shape, a proposal, a statement of work, a report or a deck, that a services business fills in for each client rather than starting from a blank page. These are web pages: one click publishes any of them as a private link, and a revision keeps the same link.
Publish one in a click
Each link below opens the composer with that template pinned. Sign in or sign up on the way if you need to; the template is waiting on the other side.
- Business proposal
- Project proposal
- Statement of work
- Pitch deck
- Brand and growth audit
- Monthly performance report
- Technical due diligence
- Growth strategy review
- Market research review
- Quarterly business review deck
How the templates get filled in
Three ways, and most people use two. Edit the HTML and publish it back to the same link. Open the page in your editor and ask Claude Code or Cursor to fill the sections from your notes. Or give the template and a call transcript to Claude, Claude Design or Cowork and ask for a first draft in exactly this structure, then check the fee, the dates and any sentence more certain than the call was.
Why they are pages
A file is finished when it is sent. A page is finished when the client says yes. In between, the fee moves, a date slips, a section is added because of a question on the call, and a page keeps one link through all of it. A page also reports back: when it was opened, by how many people, and, if you switch on the question box, what they asked.
Frequent questions
What are these templates? +
Are the templates free? +
Can I edit a template with Claude, ChatGPT or Cowork? +
Can I use my own template instead? +
What does the client see? +
Related guides
- White-label client reports on your own domain Send client reports under your own name: your domain in the link, no vendor badge on paid plans.
- Example deliverables The same documents, opened the way a client would.
- Share an HTML file with a client The handoff step by step: publish, gate, send one link.
- The design pass One click brings a plain page to a consistent standard before the client sees it.
- Client spaces One address per client, one passcode for everything filed behind it.
Pick a template and publish it as your own private link.
Free, passcode included, about a minute.
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