Assets You’ll Need (Master Checklist)
Sales assets (client-facing)
- ORB One-Pager (01_Offer_Overview_Client_OnePager.md)
- Simple pricing bands (optional)
- Case-study-lite “example outcomes” (even anonymized)
- Calendly/booking link + short intro deck (optional)
Delivery assets (internal)
- Intake form (10 questions)
- Access checklist + evidence checklist
- Folder structure template
- Project board template (Trello/ClickUp/Notion)
- Meeting agendas (kickoff + readout)
- QA checklist
Deliverables templates
- Exec Summary
- Risk Register
- 30/60/90 Plan
- Maturity Scorecard
- Restore verification runbook
Closeout assets
- Next steps doc (remediation sprint + fractional retainer options)
- Access revocation checklist
- Client feedback form
Beginner move
Start with just:
- One-pager
- Intake
- Access checklist
- Exec summary template
- Risk register template
- 30/60/90 template