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CLIENTS guide
The Client Kit
Work on a client's site without ever holding their password.
The field guide nobody else writes: how to get access the safe way, what to ask for on day one, which CMS you are looking at, and how to edit a live site without breaking it. Written for a VA on day one.
$24
launch price
PDF · 20 pages
Edition 2026.07
Free to read while in preview. Checkout coming soon.
Who it is for
- Virtual assistants and freelancers working on clients' sites
- Anyone who has been handed a client login and felt uneasy about it
- Agencies onboarding contractors who need one clean process
What is inside
- The access rule: your own login, lowest role, never their password
- A one-message onboarding request, plus copy-paste templates per platform
- Access, platform by platform: Search Console, GA4, GTM, Shopify, Meta, DNS
- Reading the site: which CMS is this, and can you finish the job alone
- Editing safely on a live site without taking it down
- A client-onboarding playbook and a clean-offboarding checklist
What you walk away with
- Ask any client for exactly the right access, professionally, in one message
- Recognize any CMS and know whether you need the developer
- Edit a live client site with zero risk of breaking it
- Onboard and offboard cleanly enough that clients rehire you
Get the whole system
This is one part of The Foundations, the complete edition that bundles all five guides into one 87-page book for $39. If you want more than one topic, it is the better buy.
See the complete edition$24
launch price
PDF · 20 pages
Edition 2026.07
Free to read while in preview. Checkout coming soon.