Standardized Client/Prospect Folder Template — Suggestions

Generated on: 2026-02-19
Based on analysis of: TeamsCurrent/Clients and Prospects

Client/Prospect Root Template

📁 [Client or Prospect Name]
│
├── 📁 Agreements and Legal
│   ├── 📁 MSA
│   ├── 📁 NDA
│   ├── 📁 Rate Cards
│   └── 📁 Archive
│
├── 📁 Sales and Marketing
│   ├── 📁 Presentations
│   ├── 📁 Proposals
│   ├── 📁 RFP Responses
│   └── 📁 Consultant Profiles
│
├── 📁 Procurement
│   ├── 📁 Original Docs
│   └── 📁 Working Docs
│
├── 📁 Projects
│   └── 📁 [Project Name]
│       ├── 📁 SOW
│       │   ├── 📁 Draft
│       │   └── 📁 Signed
│       ├── 📁 Change Requests
│       │   ├── 📁 Draft
│       │   └── 📁 Signed
│       ├── 📁 Client Collateral
│       ├── 📁 Deliverables
│       ├── 📁 Project Management
│       │   ├── 📁 Burndown Charts
│       │   ├── 📁 Status Reports
│       │   └── 📁 Meeting Notes
│       ├── 📁 Working Documents
│       ├── 📁 Presentations
│       └── 📁 Archive
│
├── 📁 Delivery
│   ├── 📁 Resource Planning
│   └── 📁 Weekly Status
│
├── 📁 General
│   └── 📁 Reference Material
│
└── 📁 Archive