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For designers / Client Survival Kit

Survive the client side of the job.

Free templates and playbooks for designers and freelancers: what to send during an outage, how to handle scope creep, how to hand a site over and how to run launch day, plus proposals, contracts, onboarding and offboarding. One page each, printable, no signup.

Client Survival Kit templates

CSK-06
PDF, 1 page, 7 KB

Client access request email

A ready-to-send email asking a client (or a previous developer) for every login and account you need before you start, with safer ways to share each one.

CSK-08
PDF, 1 page, 6 KB

Vulnerability report replies

Two replies for unsolicited security reports: a polite decline for beg bounty emails, and a professional acknowledgement for a genuine, detailed disclosure.

CSK-09
PDF, 1 page, 7 KB

Client onboarding questionnaire

Questions to send a new web design client before the discovery call: the business, goals, existing accounts, content and brand, budget and who maintains the site after launch.

CSK-12
PDF, 1 page, 7 KB

Website project contract outline

The topics a website design contract usually covers, from scope and payment to ownership, licenses, warranty and termination. An outline for your lawyer, not legal advice.

CSK-14
PDF, 1 page, 5 KB

Care plan tier sheet

Turn your care plan prices into tiers a client can compare: what each tier includes, task credits, add-ons and who may buy them, backups and response times.

Also in the field kit

Tools and fixes for designers

Six small tools, from a contrast checker to a care plan calculator and a project estimator, plus field guides for broken page builders, missing fonts and mobile layouts.

Open the Design Field Kit

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