Client work
Project Proposal
A clean proposal template for scope, deliverables, timeline, and pricing. Works for freelance or agency projects.
Problem summaryRecommended approachScope and deliverablesTimelineInvestmentAcceptance
Ready-to-use templates
Copy any template, fill in the brackets, and adapt to your project.
8 templates
Client work
Scope of Work
A practical SOW with explicit inclusions, exclusions, dependencies, and approval sign-off.
ObjectivesIn scopeOut of scopeDependenciesTimelineApproval
Delivery
Automation Handoff
Operational handoff document for automations: workflow map, credentials, failure modes, and maintenance notes.
What it doesWorkflow mapCredentials and accessFailure modesMonitoringOwner notes
Operations
Postmortem
Short postmortem format for incidents, failed deployments, and process regressions. Focus on learning, not blame.
What happenedImpactRoot causeFix appliedPrevention actions
Communication
Weekly Status Update
A concise status update format for clients or stakeholders. Covers progress, blockers, and next steps in one page.
SummaryCompleted this weekPlanned next weekBlockers and risksDecisions needed
Client work
Client Onboarding Checklist
A structured checklist for onboarding new clients from signed proposal through kickoff and delivery.
Before kickoffKickoff agendaDuring projectProject close
Operations
Bug Report
A structured bug report format for logging issues with reproducible steps, impact, and severity classification.
SummaryReproduction stepsExpected vs actualImpactEnvironment
AI & Productivity
Production-Grade AI Skill System
A 50-rule engineering playbook that makes AI coding assistants behave like senior engineers and system architects across MVP, SaaS, and enterprise projects.
Core Behavior ModelArchitecture RulesCode Quality RulesUI/UX RulesBackend RulesPerformance RulesSecurity RulesAgentic Workflow RulesExecution TemplateOutput StructureUsage Instructions