Five CSVs, then the property types and relations in the spec.
Edition 04 · Client path
Client Onboarding & Delivery OS
A solo service operator runs intake, qualification, scope, kickoff, milestones, feedback, handoff, and testimonial from one private workspace — with ten email scripts a human sends.
Lookbook · 6 plates
Not for
- A multi-seat HubSpot or Salesforce replacement, or a client portal with logins.
- A tool that sends email, a Zapier product, or a drip sequence.
- Legal, contract, or tax advice, a life OS, or a promise of testimonials.
How it moves
Fit stays empty until you decide. Decline is a door, not a sixth shelf.
One engagement, the milestones you marked visible, the next date, and file names. Never the database.
The script is a draft. The send button is yours.
What’s inside
The files
- Eight stages Inquiry, qualification, scope, kickoff, milestones, feedback, handoff, testimonial.
- Five shelves Inquiries, engagements, milestones, feedback, and closeouts. Not the Solo Business OS drawers.
- Ten email scripts From inquiry to win-back. You send them from your own mail.
- Ten procedures Log, qualify, decline, scope, kick off, move a milestone, ask, hand off, request a note, send one win-back.
- Client-safe page The client may see one engagement page. Qualification, private notes, and the fee stay unmarked for sharing.
- Sample workspace A fictional studio and a fictional catalog refresh, labeled SAMPLE. The video file is not in v0.9.0.
License, in short
What the files allow
You may use the filled workspace and the messages you rewrite for your own practice. You may not resell or give away the kit, the scripts, or the spec. Scope pages are working notes, not a lawyer’s contract. Intended refund, once a sale exists: fourteen days, purchase price back, license ends, copies deleted. Checkout terms control that sale.
Plain answers
Before you rely on the plate
What do I get?
A file kit: a build spec, seven page templates, five sample CSVs, a populated SAMPLE workspace, ten email scripts, ten procedures, checklists, a journey map, a sharing guide, a quick start, and a ten-minute script. You do not get a video, a client portal, or a tool that sends email.
How is this different from Solo Business OS Lite?
That desk is the operator’s week. This folder is the client journey. They are not one template, and this kit is not a sixth drawer inside the other.
Does it email the client?
No. You send every note from your own mail. The kit does not connect to an inbox.
Is the sample a real client?
No. The workspace is fictional and labeled SAMPLE. It is not a testimonial and not a result.
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