Sound familiar?
You're winging your discovery calls and leaving them feeling uncertain - or undercharging because you didn't ask the right questions.
You're cobbling together invoices and contracts from random templates you found online, hoping they sound professional.
You've lost a lead because your follow-up was too slow, too vague, or just... awkward.
Every new client feels like starting from scratch.
You don't have a confidence problem.
You have a systems problem.
This is for you if:
You're a brand designer booking your first (or next) clients and want to show up professionally from day one.
You're tired of reinventing the wheel every time a new inquiry lands in your inbox.
You want a system that makes clients feel taken care of — and makes you feel in control.
You're ready to stop undercharging, over-explaining, and second-guessing yourself.
One system. Every step covered.
Booked & Billed gives you the exact tools to run your client process like you've been doing this for years, even if you're just getting started.
No more guessing. No more Google-Doc-ing a contract at midnight. Just a clean, professional system that makes clients trust you from the very first call.
What's inside
01 — Discovery Call Script
A sales call script to ask the right questions, uncover your client's real goals, and set you up to pitch the perfect package. Delivered as a Google Doc and PDF.
02 — Proposal Deck Template
An 18-slide proposal deck framework — walk clients through your process, packages, and pricing in a way that sells. Delivered as an Illustrator file and PDF.
03 — Invoice Template
A clean, professional invoice ready to customise with your branding and send. Delivered as an Illustrator file.
04 — Contract Template
A client contract covering every stage of the project — scope, payments, revisions, ownership, and more. Illustrator file or Word document.
05 — Notion Client Portal
A branded client portal to onboard your clients from. Includes the discovery brief, contracts and payments tracker, presentation feedback stages, FAQs, and a final files page.
06 — Pricing Calculator
A spreadsheet that does the maths for you — figure out what to charge based on your costs, hours, and profit goals. Delivered as a Google Sheet link.
Add on — The AI Workflow Prompt Pack
Take Booked & Billed even further — four prompts you run in Claude or ChatGPT to automate the full lead to onboarded client process.
Our templates:
BOOKED & BILLED
The Complete Client System
for Brand Designers
✓ Discovery Call Script (Google Doc + PDF)
✓ Proposal Deck Template Guide
(Illustrator + PDF)
✓ Invoice Template (Illustrator)
✓ Contract Template (Illustrator + Word Doc)
✓ Notion Client Portal
✓ Pricing Calculator (Google Sheet)