Internal · Sales Team

Document Library

Every ClearSkai sales, contract, onboarding, and handoff PDF in one place. View in browser or download to send to the client.

Sales Field Folder

Lead qualification, discovery, and packet materials.

Free Lead Audit Worksheet

Latest version — use with all prospects.

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Discovery Form

Full discovery interview.

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Package Recommendation Sheet

Latest — full package walkthrough.

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Package Comparison One-Sheet

Side-by-side comparison of all three packages.

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Sales Packet — Contractor Starter

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Sales Packet — Lead Machine

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Sales Packet — Authority Package

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Referral Partner Form

For partners sending leads our way.

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Contract / Close Folder

Agreements, scope, payment terms, and change-management paperwork.

Build Agreement / MSA

Latest — master build agreement + MSA combined. Signed by every client.

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Universal Client Builder Packet

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Scope of Work Form

Detailed SOW attached to the build agreement.

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Payment Schedule / Split-Pay Agreement

Use for milestone or split-pay deals.

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Third-Party Subscription Authorization

Client authorization for tools billed through ClearSkai.

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Change Order Form

Latest — use for all scope changes.

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Invoice Form

Blank invoice template.

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Onboarding Folder

Once signed — welcome the client and collect access, assets, brand, content, and market info.

Client Welcome Form

First touch after contract signed — kickoff details.

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Client Access & Login Authorization

Latest version.

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Content & Asset Collection Checklist

Latest version.

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Brand Questionnaire

Latest version.

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Content Questionnaire

Voice, messaging, and page-by-page content prompts.

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Service Area Form

Cities, zip codes, and radius served — for local SEO.

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Competitor List

Top competitors for benchmarking and SEO.

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SMS / Email Marketing Consent Form

Required before adding the client to any marketing automation.

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Build / Approval Folder

Sign-offs and revisions during the build phase.

Design Approval Form

Latest version.

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Copy Approval Form

Latest version.

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Revision Request Form

Used when the client requests changes after approval.

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Final QA Checklist

Internal pre-launch QA.

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Launch Approval Checklist

Latest version — client go-live sign-off.

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Handoff / Support Folder

Post-launch handoff, training, ongoing support, and warranty paperwork.

Final Handoff / Ownership Transfer

Confirms full ownership transfer of site, accounts, and assets to the client.

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Training Completion Form

Signed after client training session is complete.

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Maintenance / Hosting Enrollment

Latest version.

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Support Request Form

Client-submitted support ticket.

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Warranty Claim Form

For warranty-covered fixes.

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Cancellation / Pause Service Form

Used when client cancels or pauses recurring services.

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Photo / Video Testimonial Release

Signed release before publishing client photos, video, or testimonials.

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Internal Tracking

For the ClearSkai team — packet completion tracking and index.

Client Documents Index

Master index of every document in a client's packet.

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Document Packet Tracker

Latest tracker.

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More documents are being added. Send completed PDFs to your client directly or via the Command Center.