Client Contact Information

Include the preferred method of contact for the client along with your information so the client can easily access it

Proposal

Rate

Place your hourly or project rate here. If you use hourly, also state the estimate on the number of hours you’ll be working

Legal Documents

NDAs (Non-Disclosure Agreement)

Any signed agreements ensuring both parties maintain the right amount of secrecy/discretion

SOW (Statement of Work)

Some clients may ask for this in order to ensure that both parties know the amount of work that was agreed to be done.

Invoices

Some clients will request that you provide them with invoices in order to get paid, place them here

Scope

What is the scope of work that was agreed upon. Be very specific here as this is how you ensure you’re not undercharging or overworking.

Due Dates

Be very clear about when parts of the project are due and write them down here. Sometimes clients will release payments depending on certain milestones being completed,

Kanban Board

Use the above Kanban board to break down the tasks to individual tasks as much as you can, then update the board as you complete tasks.