$129$79One-time · Lifetime updates
Get the Toolkit
The Client System for Creatives

Give every client a premium
experience from day one.

The complete system 1,300+ creatives use to win premium clients and deliver like professionals: pitch, close, onboard, deliver, offboard. Every template, script and workflow, ready to duplicate into your Notion.

The CB Toolkit dashboard inside Notion
Branded Notion client portal pages
Client Portal V2 with project overview, documents and timeline
The 16-page client proposal deck template
The 12 premium Canva templates included
The Notion content planner with calendar and project views
Review from photographer Sara Veiga on the CB Toolkit
Messages from creators who bought the CB Toolkit
Get the Toolkit →
$129$79One-time payment · Lifetime updates
★★★★★ 5/5 from 95+ verified reviews
Made for Notion. Duplicate in one click
Instant Access Used by 1,300+ creators
Who It's For

Built for service-based creatives who deliver client work

Videographers & Filmmakers
Photographers
Freelancers & Boutique Agencies
Designers
Social Media Managers
Copywriters & Marketers
Web Designers & Developers
Coaches & Consultants
AI Agencies
The System

One system. Five stages.
Every client touchpoint covered.

The CB Toolkit follows your client's entire journey, so at every step, from first pitch to final handoff, you look like the professional they want to pay premium rates.

Stage 01 / Foundations

Position yourself as premium

Before any client sees your work, they see your business. Get the structure right once, and every pitch after starts from a position of strength.

  • Website guide: build a site that attracts premium clients, step by step
  • Pricing framework: charge what you're worth, with confidence
  • Value stacking strategies: increase every project's value
  • Tools & setup recommendations: the exact stack to run on
CB Toolkit home dashboard in Notion Notion HQ
Stage 02 / Client Acquisition

Win the clients worth winning

Outreach that doesn't feel like begging. A pitch that sells before the call. Everything you need to fill your pipeline with high-ticket work.

  • High-ticket outreach strategies + email scripts that close
  • Premium pitch deck & service package templates (Canva)
  • Client prospect database: organized outreach that compounds
  • Pre-call sequence + VSL framework: sell before you even speak
16-page client proposal deck template Proposal Deck
Stage 03 / Onboarding

Make the first impression unforgettable

The moment they sign is the moment they decide whether to trust you with more. A luxury onboarding experience keeps clients calm, impressed, and engaged from day one.

  • Notion client portal (V1 + V2): their whole project, one link
  • Legally reviewed client agreement: protect your work
  • Professional welcome document: expectations set, nerves settled
  • Competitor analysis template: walk in knowing their market
Branded Notion client portal pages Client Portal V1
Client Portal V2 with project overview, documents and timeline Client Portal V2
Stage 04 / Fulfillment

Deliver without the chaos

A structured workflow from kickoff to delivery, so projects run on rails, clients always know what's happening, and your brand stays polished at every step.

  • Structured project workflow: efficient, repeatable delivery
  • Communication systems: no more "just checking in" emails
  • Professional invoice template: polished down to the paperwork
  • Monthly reporting template: prove the impact of your work
Professional invoice template Invoice Template
Stage 05 / Offboarding

Turn one project into the next three

Most creatives just send files and disappear. The offboarding system turns your final handoff into testimonials, referrals, and repeat business.

  • Deliverable usage guide: help clients get the most from your work
  • Personalized thank-you document with referral incentives
  • Feedback & testimonial system: proof that compounds
  • Future collaboration strategy: projects become retainers
Personalized thank-you document template Thank-You Doc
The 12 premium Canva templates included in the CB Toolkit
The legally reviewed client agreement template included in the CB Toolkit
Inside the Toolkit

A client agreement built for creative work

Most creatives work without one, or borrow a contract written for an industry that isn't theirs. This one is legally reviewed and professionally designed around creative work, with scope, deliverables, payment terms, revisions and usage rights already structured.

It's a starting base, not a fill-in-the-blank form. You edit the services, packages and terms to match how you actually work, then brand it as your own. The point is that you begin from a solid structure instead of a blank page.

Fully editable in Canva. Free plan works
The Proof

1,300+ creators run their business on it

★★★★★ 5/5 average across 95+ verified reviews
LM
legaspimediaVerified review
★★★★★ "I went from $500 a month to $2K this week with the system. I saw crazy improvement so fast, man. Everything is so streamlined and simple."
LC
Luxx CreativesVerified review
★★★★★ "It's taken away all the guesswork and I actually managed to secure a client charging 5x more than I usually would. A must for any serious business owner!"
AE
Adrian EstebanVerified review
★★★★★ "Within weeks, my proposals look professional, my onboarding feels seamless, and I've started closing clients at double my previous rates."
DM
Instagram DMfrom a buyer
"You should be charging more bro, the value add is crazy. You're not selling templates, you're selling a way for people to pitch bigger projects and earn more money."
JS
Josue SanzVerified review
★★★★★ "I love this product. Bought it a while back and it's super useful."
DM
Instagram DMfrom a buyer
"Just bought it! I'm not a videographer but 5min in and I already see how I can implement all of it to my biz, truly a work of art. Great product brother 🙌"
ER
Ella RamosVerified review
★★★★★ "I never buy stuff online but this Notion onboarding template was the best online money I've ever spent. Helped me land bigger clients and is vital to our everyday processes."
KK
Kona KamaiVerified review
★★★★★ "I've been doing productions for about 8 years professionally and have been looking for a system like this. I've used multiple CRM platforms but this one has really upped the client experience."
AG
Alex G.Verified review
★★★★★ "This toolkit helped me so much so I could make sure I was being fairly compensated, and I stopped working for free. Thank you."
GB
Gianluca BortolottiAgency owner · Verified review
★★★★★ "Since we started using CB Toolkit, our agency has taken a huge step forward. It helped us bring structure, organization, and a much more professional workflow, and thanks to that we're now positioning ourselves among the top marketing agencies in our local area.

Instead of wasting time building systems from scratch, we could immediately focus on improving client experience, streamlining operations, and scaling the agency."
DM
Instagram DMfrom a buyer
"Thanks a lot, bought it and it instantly made a big big difference in my video business. 🙏"
OB
Oussama BlesscoVerified review
★★★★★ "This was great, thanks. Closed my first client a week after opening my web agency 🙏🫡"
KL
Kristen LievanosVerified review
★★★★★ "One of the biggest pieces of feedback I received from my first client ever was that the systems I had set in place and the onboarding process were so intentional and excellent. 10/10, worth the money and more!"
PB
Pedro BrancoVerified review
★★★★★ "This could EASILY be valued at $300+. Pitch deck templates, premium onboarding experience for clients, dozens of Notion templates to sell, fulfill and retain clients. You smashed it, bravo 👏"
GR
gabriele.ruggirelloVerified review
★★★★★ "I get many good reviews from my clients when I send the proposal file, it's seen in a very professional way. I also took courage and increased my prices thanks to this product! Using this awesome tool every day 🔥"
DM
Instagram DMfrom a buyer
"Hey man, just bought your product. I am speechless. Great work and thank you very much! It helps a lot to sort things around and to make it easier."
RM
Riley MunsonVerified review
★★★★★ "This has been super helpful. I've been tailoring the templates to my business, it's all so good!"
DM
Instagram DMfrom a buyer
"I just purchased your Toolkit and it's just amazing how much information and how perfect it is! I can't wait to use it for my work."
DC
DamecozyContent agency owner
★★★★★ "I honestly love this toolkit. Dealing with 15+ clients weekly, and it helps me keep everything on track! It provided me with everything I needed as far as owning a content agency."
IS
iglicsonjaVerified review
★★★★★ "Maybe someone else is on the fence because of different creative fields. This toolkit is not only for videographers! Just by browsing through it for 10 minutes I saw so much value for my business too."
GL
Gabi LingardFreelance content creator
★★★★★ "Even after 5+ years in marketing agencies, I still found it invaluable after going out on my own. An insane amount of value for the price point, and I highly recommend it to everyone going freelance."
YB
YaacoubVerified review
★★★★★ "10/10 product with immaculate customer service. Mat delivers what he promises and more! Thank you!"
★ 5/5 average Read all 95+ verified reviews on the store
The Gap

Your work is premium.
Your process isn't.

Clients judge the pitch, the contract, the onboarding, the handoff. Without a system behind you, every month quietly costs you:

01

Premium clients who never trust you with the bigger project.

02

Creative hours lost rebuilding the same documents.

03

The authority to lead instead of taking orders.

04

Referrals and repeat work a polished experience would have earned.

The Offer

Everything.
One payment.

Less than one hour of your billable time, for the system that upgrades every client hour after it.

The Creative Business ToolkitThe CB Toolkit
$79$129

One-time payment. Lifetime updates. No subscription, ever.

Get Instant Access →
  • The complete 5-stage client system in Notion
  • 12 premium Canva templates: pitch deck, agreement, invoices & more
  • Client portal V1 + V2
  • Outreach scripts, pricing framework & VSL framework
  • Bonus: case study, content planner & creative assets
  • All future updates, free forever

Instant delivery: duplicate the toolkit into your own Notion workspace in one click and start using it today. Works on free Notion and Canva plans.

✓ Pays for itself with one client ✓ No subscriptions required ✓ Used by 1,300+ creators
Questions

Everything else you're wondering

Do I need to be a Notion expert? +
No. The toolkit is a ready-made Notion template. You duplicate it into your workspace with one click and everything is already structured. If you can use a Google Doc, you can use this. The Canva templates work the same way: open, put your logo on, done.
Do I need any paid subscriptions to use it? +
No. The toolkit runs entirely on the free plans of Notion and Canva, with no paid tools required, ever. And the toolkit itself is a one-time $79: no subscription, no recurring fees, and every future update included free.
How long does it take to set up? +
About an afternoon. You duplicate the toolkit into Notion in one click, drop your logo and brand colors into the templates, and adjust the services to match yours. Most creators send their first branded document to a client the same week they buy.
Can I customize it to my brand? +
Completely. Every Notion page and every Canva template is fully editable: your logo, your colors, your fonts, your service packages. Buyers consistently mention how easily they tailored it to their business; several run entire agencies on their customized version.
I'm just starting out. Is this too advanced for me? +
The opposite. Starting with a system means you skip the years of trial and error. The Foundations stage walks you through pricing, positioning and setup from zero, and every template scales with you as your projects get bigger.
I'm not a videographer. Does it apply to my field? +
Yes. The system covers the client journey every service-based creative shares: pitching, closing, onboarding, delivering, offboarding. Designers, photographers, social media managers, copywriters, web designers and AI agencies use it daily. Everything is customizable to your services.
How is it delivered? +
Immediately after purchase you'll receive access to the Notion template. Duplicate it into your own workspace and you're up and running in minutes, and all Canva templates and resources are linked inside.
What does "lifetime updates" mean? +
You pay once, and every improvement we ship lands in your toolkit for free: new templates, new strategies, updated systems like the Client Portal V2. No subscription, no upsell to the next version.
What's the refund policy? +
Because this is a digital product with instant, full access, all sales are final. That's also why this page shows you exactly what's inside: every stage, template and system, so you know precisely what you're getting before you buy.
One Decision

Look like the studio worth paying more for.

Every day without a system is another client experience left to chance. Install one this afternoon.

Get the Toolkit for $79 →
★★★★★ 5/5 from 95+ verified reviews · 1,300+ creators · One-time $79 · Lifetime updates