The WordPress Client Kit
Stop reinventing your client process on every project. Six professionally written, fully editable documents covering the entire client journey — from first enquiry to launch day and recurring maintenance revenue. Written by a WordPress developer with 15+ years of real agency experience. Not generic filler: these are the actual documents used on real client projects.
Instant digital download · editable .docx · works in Word & Google Docs · single-user commercial licence
What's included
Editable .docx files that work in Word and Google Docs — plus a Start Here guide and a single-user commercial licence.
Website Discovery Questionnaire
25+ questions that qualify leads, uncover budgets, and give you everything you need to quote accurately — before you’ve spent an hour on a nightmare client.
Website Proposal Template
A persuasive structure with scope, a "not included" section that kills scope creep, timeline, payment schedule and a sign-off block.
90-Point Pre-Launch Checklist
Content, SEO, performance, security, accessibility, GDPR and go-live — the quality gate that makes sure nothing slips before DNS switches.
Website Handover Guide
The client owner’s manual that stops the endless "how do I edit this?" emails and makes you look ruthlessly professional at handover.
Care Plan Sales Sheet
A 3-tier maintenance pricing page that turns one-off builds into monthly recurring revenue. This one document can pay for the whole kit many times over.
New Client Welcome Pack
Sets expectations on feedback, deadlines and payments before problems start — so projects run fast and stay enjoyable.
Start Here guide + single-user commercial licence — so you know exactly how to roll the kit out across your own client work.
Why it pays for itself
The Care Plan sheet alone converts one client to a £50/month plan — that’s £600 a year from a single conversation.
The "not included" proposal section prevents the scope creep that quietly eats freelancer profit on every project.
The discovery questionnaire filters out nightmare clients before you’ve invested any real time.
How it works
Buy & download
Instant download after checkout — no waiting, no shipping. Files work in Microsoft Word and Google Docs.
Make it yours
Replace the [bracketed placeholders] with your details and drop in your logo. Ten minutes of setup.
Send today
You’re sending premium, professional client documents the same day — on unlimited client projects.
Send premium client documents today
One payment. Unlimited client projects. Instant download.
Instant digital download — no physical item is shipped. No refunds on digital products, but message me at phil@philowen.co with any issue and I'll make it right.