Client Delivery Kit · EN / RU

Make scope, evidence and handover clear

Editable templates for a focused engagement, from the initial question to an accepted handover.

Paid digital product · EN / RU

WHO IT IS FOR

Start from your actual task

Freelancers and small marketing teams delivering audits or advisory projects.

What you need

Your agreed service, client inputs and a named decision owner. Markdown and CSV; no account connector required.

Paid product

What is included

  • Scope worksheet
  • Access request
  • Audit finding
  • Handover checklist
  • Follow-up and change log

One original Codex review skill, bilingual templates, instructions and a worked example.

Price, licence, delivery and support are agreed before ordering. This enquiry does not collect payment.

Discuss purchase details

How to use it

  1. Choose one deliverable and define its intended decision.
  2. Agree what is included, excluded and dependent on client inputs.
  3. Describe how the client will check and accept the result.
  4. Keep a change request separate from the original scope.

WORKED EXAMPLE

What a useful result looks like

Fictional example: a consultant is asked to review a lead form. Scope: one form, its confirmation state and its notification handoff. Deliverables: an evidence table and prioritized recommendations. Excluded: redesigning the whole site, CRM migration and implementing changes. The client provides a staging link and a safe test recipient. Acceptance: each finding has reproduction steps and a source; the client confirms receipt of the agreed files. If the client adds a second site, record a new scope request and agree effort before doing it. The example includes no real client data or completed engagement.

Scope and compatibility

Delivery templates support scope and quality control. They are not legal contracts or a system for granting account access.

The files are editable Markdown and CSV. The optional original plugin contains one skill for Codex; its instructions can also be used in a regular AI chat. No accounts are connected automatically.

Want help applying it?

Adapt the delivery process to one of your services with Mark. Agree scope and price before implementation.