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Guides

Guides for client work

Our guides show how to do one piece of client work well, from writing a sales proposal to running a discovery call, with the steps in order and an example or template you can copy. Each is written by one of Aventide’s founders. For a quick answer, try Answers; for help using the app, the Help center.

Our guides show how to do one piece of client work well, from writing a sales proposal to running a discovery call, with the steps in order and an example or template you can copy. Each is written by one of Aventide’s founders. For a quick answer, try Answers; for help using the app, the Help center.

Proposals and sales

Win the work: what to ask on the first call, and how to write the proposal that follows.

How to write a sales proposal

The six parts of a proposal clients say yes to, a worked example for a brand designer, and a way to write one in under an hour.

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How to run a discovery call as a consultant

What a discovery call is, how long it should run, 20 questions to ask in five groups, and what to send before and after. For consultants.

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Contracts and templates

Free templates for the paperwork after a yes, each part explained in plain words.

Consulting agreement template, clause by clause

A free consulting agreement template with each clause explained in plain words: scope, deposit, payment, ownership and cancellation. Not legal advice.

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Statement of work template, with a filled example

A free statement of work template in six sections, a filled example with prices, and how an SOW differs from a proposal and a contract.

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Using AI

How to get good work out of AI, and what an AI superapp does for a client business.

How to talk to AI (and get the best results)

Never used AI? How to talk to AI and get the best results: what to say, how to fix an answer, and AI prompts for small business owners.

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What is an AI superapp for client businesses?

An AI superapp puts bookings, proposals, contracts, invoices, the client portal and your inbox in one place, with AI that drafts for your approval.

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Calls with clients

After the call: how to send your client the recording, and what to ask before you record.

How to send a client the recording of a Zoom or Google Meet call

Where Zoom and Google Meet keep recordings, how to share the link or put the file in a client portal, and the consent rule.

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