Templates
Start from a template, not a blank page.
Battle-tested workflows for the jobs creative studios do on repeat — onboarding, briefs, contracts, retainers, launches and handovers. Free with your bettro account, ready to adapt.
- Client onboarding checklistThe first two weeks set the tone for the whole engagement. This checklist makes sure nothing is missed: details gathered, expectations set, access sorted and the client feeling looked after from day one.Use this template
- Creative brief documentA brief that actually briefs. Capture objectives, audience, deliverables, constraints and success measures before any creative work begins — the document every revision-round argument will wish existed.Use this template
- Freelance contract workflowFrom first enquiry to signed agreement without the admin drag. A repeatable workflow for proposals, contracts, deposits and kickoff that makes a solo practice feel like a studio.Use this template
- Monthly retainer trackerRetainers fail on fuzzy boundaries. This tracker keeps hours visible, scope explicit and rollover rules agreed — so the end of the month is a report, not a negotiation.Use this template
- Website launch checklistGo-live day should be boring — in the good way. Every content item, technical check and handover step in one list, so launches happen without the 11pm panic.Use this template
- Brand identity handover packThe end of a brand project should feel like an opening, not a shrug. Package guidelines, files, rationale and usage notes into one client hub they'll actually open.Use this template
Every template is free with bettro
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