Open Folder

About Open Folder

Built for the afternoon a client says yes

Open Folder is a copy-paste onboarding pack for solo freelancers. You send intake, a written scope, and a start date before you touch the work. No new app. No 40-page SOP.

Printed onboarding pages fanned out of a folder

This is for you if

  • Solo designers who send a yes-email, then hunt for last quarter's questionnaire
  • Writers and consultants who start work before the scope is in writing
  • Freelancers on retainers who still onboard each new project from a blank draft
  • Anyone who wants to look like a studio in the inbox without buying another app
An empty email draft on a laptop at dusk

Skip it if you already have a system

  • Agencies with an ops person who already runs intake
  • People looking for a CRM, client portal, or project-management tool
  • Anyone who wants a long course instead of copy-paste templates

What you get, in plain terms

Ten Welcome Kit lessons and three kickoff script sets. Questionnaires, project agreements, and payment reminders you copy into the email you already use. Instant digital access. Nothing ships.

Writers, consultants, and designers use the same pack. Change the project name. Keep intake, scope, and the pause rule.

Send the pack this afternoon, not after you reinvent it again.

Get Full Access · $39

Free 1-page onboarding checklist

The 10-Point Freelance Client Kickoff Checklist

One page you reuse the afternoon a client says yes. Print it, keep it open, stop rewriting the kickoff from scratch.

  • 01

    Kickoff timeline template

    The afternoon they say yes, the day intake comes back, the day before kickoff, and the end of week one. Dates in writing so silence does not invent the schedule.

  • 02

    Client asset intake sheet

    Sixteen asks in one list: files, logins, decision-makers, deadline, and what done looks like. You stop guessing what they meant on the call.

  • 03

    Communication boundaries guide

    Hours, channel, response time, revision rounds, and the pause rule. Clients get it in the first email, not after the third late Slack.