Send something that looks like your fiftieth project.

The Automation Freelancer LaunchKit is 9 editable client documents for freelancers who sell AI and automation work.

They already contain the questions about tool access, ownership and handover that a photographer's template pack never asks.

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Discovery questionnairepage 2 of 4

Section 2. Tools, access and data

4. Which tools and accounts does this workflow touch? Name each one, and who owns the login.

5. Who can grant admin access to [tool], and by what date?

6. Does this workflow read or write personal data about your customers or staff?

7. Who signs off that the automation is working correctly?

8. What happens today when this task is missed, and who notices?

Question 5 is the one that decides whether week one is spent waiting.

Words in [brackets] are placeholders you replace.

Placeholders marked in every documentDemo data labelled fictionalNo subscription, no account
Inventory

The 9 documents

  • Service descriptionWhat you sell, in words a business owner understands
  • Scope and quote draftWhat is included, what one revision means, what costs extra
  • Proposal draftThe document you send after the first call
  • Discovery questionnairestart hereThe questions to ask before you quote anything
  • Welcome emailWhat happens next, and what you need from them
  • Follow-up emailsThree ways to ask again without sounding desperate
  • Client onboarding checklistAccounts, credentials and sign-off, in order
  • Delivery and handover checklistWhat you hand over so the build keeps running
  • Website copy draftsWords for your own site that read like work, not a class project
Fit

For someone in their first months of selling automation work, who can build it and has never sent a proposal.

Not for agencies, and not a substitute for advice from a lawyer or an accountant.