Good inputs.
Clear expectations.
Know what to send, what happens next, and what you will receive.
Supply approved item rates and units; three package definitions; discount and tax rules if applicable; example estimate with expected totals.
The agreed sources are organized into the listed deliverables; missing facts are flagged for clarification.
Receive checked files, review the open questions and request any included in-scope revisions.
Your input checklist
Approved item rates and units; three package definitions; discount and tax rules if applicable; example estimate with expected totals
Include your audience, preferred style, approved facts and the outcome you need. Flag anything that must stay unchanged.
Download the intake worksheet ↓Delivery you can review.
- Excel estimate calculator
- printable estimate sheet
- setup instructions and formula test notes
Download the completed package from your private workspace. The target is five business days after verified payment and complete source material. If the brief needs clarification, we will ask before relying on an assumption.
Room for two refinements.
Send up to two in-scope revision requests, each within fourteen days of the latest delivery. Point to the item, explain the change, and include the correct source facts. Requests beyond the agreed scope need a separate agreement.
Outside this package: Legal proposal terms, pricing strategy, quote sending, e-signatures, live CRM integration, tax advice.
Your private workspace
Create an account with your email and password, save your brief, then review the scope before paying securely through Stripe. Keep the recovery code shown at signup; it is needed if you forget your password.
You can upload up to ten source files, each up to 8 MB, in XLSX, PPTX, DOCX, PDF, CSV, TXT, EPUB, SRT or VTT format. Send only material you have permission to share. Remove passwords and sensitive personal details.
Use the brief to share your source text and links, with supporting files if useful. You review the final work before using, publishing or importing it.
Need to clarify your brief with a person? Contact support. We can bring the business owner into the conversation when human input is needed.