BrandMakerz Client Onboarding & Delivery Kit, English and Hungarian workbooks, project brief and handover templates.

Actual English task tracker with fictional project data, including overdue and due-today alerts.

Magyar projektbrief, szerkeszthető válaszokkal és tizenkét kérdéssel.

Package contents: two XLSX workbooks, two PDF guides and English/Hungarian message templates.

Actual toolkit previews. Demonstrations use fictional data. Select an image to enlarge.

DIGITAL DOWNLOAD · EN + HU

Client Onboarding

Begin each client project with a clear brief, named owners and a shared handover checklist.

Made for

Freelancers, service founders and small project teams.

A 12-question brief and 100 task rows per project
12 starter tasks and an eight-step handover checklist
EN + HU workbooks, PDF guides and six messages per language

24.900 HUF

One purchase · both languages · digital files

Coming soon — not available to purchase yet

Digital files for one business. No physical shipping or BrandMakerz subscription. Software is not included.

WHAT YOU RECEIVE

A closer look inside.

Start each client project with a clear plan.

An original, practical client onboarding kit for freelancers, service founders and small teams. Capture the brief, assign the work, collect focused feedback and hand over the final files with confidence.

One purchase includes both English and Hungarian editions

Two editable, macro-free XLSX workbooks, each with five sheets: start/overview, project brief, tasks, handover and a fictional example.
100 prepared task rows per project, including 12 editable starter tasks, status dropdowns and alerts for missing details, overdue work and today's deadlines.
A 12-question brief and an eight-step handover checklist.
Two four-page PDF guides with printable worksheets: US Letter in English and A4 in Hungarian.
Six editable client message templates per language in TXT: welcome, missing inputs, kickoff recap, review request, additional request and final handover.

How to use it

Download and unzip the package.
Choose EN or HU, open the guide and save a workbook copy for your project.
Complete the brief, assign owners and dates, then review the task alerts before each client update.

Digital download only. No physical delivery or BrandMakerz subscription. The two language editions are separate files and do not synchronize.

Before you buy

You need an XLSX-capable spreadsheet application, a PDF reader and a text editor. The workbooks passed automated export/reopen and formula checks, plus LibreOffice recalculation checks. Microsoft Excel and Google Sheets have not been separately tested live. No hosted Google Sheets or Notion template is included. PDFs are printable, not interactive forms.

One project per workbook copy. The overview covers the 100 prepared rows. This kit does not send emails, automate client access, synchronize teams or replace a CRM. Setup services, contracts and guaranteed results are not included.

Use within one purchasing business. Completed client-specific outputs may be shared with that client; resale and public redistribution of the blank toolkit are not included.

Original BrandMakerz content, created with AI assistance. Questions: sales@brandmakerz.hu.