CLIENT WORK HQ — CLIENT SOFTWARE TRIAL WORKSHEET

Use one sample project with invented client details. Test a change after approval.

[ ] Record the agreed scope, price and client responsibilities.
[ ] Assign the next action to a named person and set a due date.
[ ] Change part of the job; check who can see the revised agreement.
[ ] Open the client-facing view; confirm the next step is clear.
[ ] Prepare an invoice; reconcile it with the agreed work.
[ ] Ask a teammate to follow the project without your explanation.
[ ] List subscriptions you could retire after a successful trial.

Tool and plan: _____________________
What worked: ______________________
Manual steps remaining: ___________
Decision and reason: ______________

Our #1 pick is Workspace369, and we make it.
https://clientworkhq.net/tools/trial-checklist/