CrelligentAdmin

Diagnostic Engine

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Operations & Execution

Leads InboxClientsImplementation ArmManaged ServicesTeamDocumentsWorkshops

ESRE AI Engine

DashboardLens (Intake)Document IntelligencePrescription LibraryESRE Monitor

Intelligence & IP

Knowledge BaseMarket IntelligencePlaybooksESRE Licensing

System

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System Admin
admin@crelligent.com
Knowledge Base

Finance

Deal Structure And PartnershipsEconomic PlanningRevenue ModelYear 1 Financial Plan

Legal

Drive Structure And LegalIp And Protection Strategy

Marketing

Brand GuidelinesCompetitor LandscapeEmail Nurture SequenceFounders Personal BrandGtm StrategyInfographic Brief Systems In MotionLinkedin Content SystemLinkedin Post TemplatesMarketing Operations SystemMeeting Agenda Distribution StrategyPricing And Negotiation PlaybookProduct Hunt Launch KitSales Scripts And OutreachStartup Launch Checklist

Operations

Client Feedback And QaClient Onboarding PlaybookContractor TeamEsre Delivery PlaybookRisk Register

Org

Company Building PlanFounder Operating ManualFreelancer Strategy

Products

Product ReviewVelodesk Gtm Plan

Proposals

Active Deal PipelineEmbedded Intelligence ProposalEnterprise ProposalFoundry Proposal

Strategy

Content And LeadgenEmbedded Intelligence RoadmapEsre Intelligence EngineGtm StrategyOur ProcessVertical ReviewYear 2 And 3 Scaling Plan

Crelligent — Google Drive Structure & Legal Templates


Part 1: Google Drive Folder Structure (Phase 1)

šŸ“ Crelligent/
│
ā”œā”€ā”€ šŸ“ 01 — Company
│   ā”œā”€ā”€ šŸ“ Registration
│   │   ā”œā”€ā”€ CAC Certificate
│   │   ā”œā”€ā”€ TIN Certificate
│   │   ā”œā”€ā”€ Business Name Registration
│   │   └── Bank Account Details
│   ā”œā”€ā”€ šŸ“ Brand
│   │   ā”œā”€ā”€ Logo (PNG, SVG, variations)
│   │   ā”œā”€ā”€ Brand Guidelines
│   │   ā”œā”€ā”€ Color Codes & Typography
│   │   ā”œā”€ā”€ Email Signature Template
│   │   └── Letterhead Template
│   ā”œā”€ā”€ šŸ“ Strategy
│   │   ā”œā”€ā”€ GTM Strategy
│   │   ā”œā”€ā”€ Org Blueprint (Phased Plan)
│   │   ā”œā”€ā”€ Content Calendar
│   │   └── Lead Generation Plan
│   └── šŸ“ Internal SOPs
│       ā”œā”€ā”€ Engagement Delivery Process
│       ā”œā”€ā”€ Freelancer Onboarding Process
│       ā”œā”€ā”€ Client Onboarding Checklist
│       └── Quality Review Checklist
│
ā”œā”€ā”€ šŸ“ 02 — Clients
│   ā”œā”€ā”€ šŸ“ [Client Name]
│   │   ā”œā”€ā”€ šŸ“ 01 — Discovery
│   │   │   ā”œā”€ā”€ Discovery Call Notes
│   │   │   └── Problem Framing Document
│   │   ā”œā”€ā”€ šŸ“ 02 — Proposal
│   │   │   ā”œā”€ā”€ Proposal (sent version)
│   │   │   └── SOW (signed)
│   │   ā”œā”€ā”€ šŸ“ 03 — Architecture
│   │   │   ā”œā”€ā”€ System Architecture Document
│   │   │   ā”œā”€ā”€ Technical Specs
│   │   │   └── Wireframes / Designs
│   │   ā”œā”€ā”€ šŸ“ 04 — Delivery
│   │   │   ā”œā”€ā”€ Freelancer Briefs
│   │   │   ā”œā”€ā”€ Progress Reports
│   │   │   └── Deliverables (final)
│   │   ā”œā”€ā”€ šŸ“ 05 — Handoff
│   │   │   ā”œā”€ā”€ Documentation
│   │   │   ā”œā”€ā”€ Credentials / Access
│   │   │   └── Client Feedback / Testimonial
│   │   └── šŸ“ 06 — Finance
│   │       ā”œā”€ā”€ Invoice(s)
│   │       └── Payment Receipts
│   └── šŸ“ [Next Client Name]
│       └── (same structure)
│
ā”œā”€ā”€ šŸ“ 03 — Marketing
│   ā”œā”€ā”€ šŸ“ Content
│   │   ā”œā”€ā”€ šŸ“ Blog Posts (drafts + published)
│   │   ā”œā”€ā”€ šŸ“ LinkedIn Posts
│   │   ā”œā”€ā”€ šŸ“ Twitter Threads
│   │   ā”œā”€ā”€ šŸ“ Case Studies
│   │   ā”œā”€ā”€ šŸ“ White Papers
│   │   └── šŸ“ Newsletter Archives
│   ā”œā”€ā”€ šŸ“ Design Assets
│   │   ā”œā”€ā”€ Social Media Templates
│   │   ā”œā”€ā”€ Proposal Cover Pages
│   │   └── Infographics
│   └── šŸ“ Analytics
│       ā”œā”€ā”€ Monthly Traffic Reports
│       └── Lead Funnel Reports
│
ā”œā”€ā”€ šŸ“ 04 — Product
│   ā”œā”€ā”€ šŸ“ VeloDesk
│   │   ā”œā”€ā”€ Roadmap
│   │   ā”œā”€ā”€ Feature Specs
│   │   └── User Feedback
│   ā”œā”€ā”€ šŸ“ BI Suite
│   │   ā”œā”€ā”€ Roadmap
│   │   ā”œā”€ā”€ SAI Model Documentation
│   │   └── Feature Specs
│   └── šŸ“ MarketPulse
│       ā”œā”€ā”€ Roadmap
│       └── Feature Specs
│
ā”œā”€ā”€ šŸ“ 05 — Finance
│   ā”œā”€ā”€ šŸ“ Invoices (sent)
│   ā”œā”€ā”€ šŸ“ Receipts (received)
│   ā”œā”€ā”€ šŸ“ Expense Reports
│   ā”œā”€ā”€ šŸ“ Revenue Tracker
│   ā”œā”€ā”€ šŸ“ Tax Documents
│   └── Monthly P&L Spreadsheet
│
ā”œā”€ā”€ šŸ“ 06 — Templates (Ready-to-Use)
│   ā”œā”€ā”€ šŸ“ Contracts (from Lawyer)
│   │   ā”œā”€ā”€ MSA Template
│   │   ā”œā”€ā”€ SOW Template
│   │   ā”œā”€ā”€ NDA Template
│   │   ā”œā”€ā”€ Freelancer Agreement
│   │   ā”œā”€ā”€ SaaS Terms of Service
│   │   ā”œā”€ā”€ Privacy Policy
│   │   └── (all templates listed below)
│   ā”œā”€ā”€ šŸ“ Proposals
│   │   ā”œā”€ā”€ Foundry Proposal Template
│   │   ā”œā”€ā”€ Edge Proposal Template
│   │   └── Enterprise Proposal Template
│   ā”œā”€ā”€ šŸ“ Project Docs
│   │   ā”œā”€ā”€ Discovery Call Script
│   │   ā”œā”€ā”€ System Architecture Template
│   │   ā”œā”€ā”€ Freelancer Brief Template
│   │   ā”œā”€ā”€ Progress Report Template
│   │   └── Client Handoff Checklist
│   └── šŸ“ Finance
│       ā”œā”€ā”€ Invoice Template
│       ā”œā”€ā”€ Expense Report Template
│       └── Payment Terms Document
│
└── šŸ“ 07 — Freelancers
    ā”œā”€ā”€ šŸ“ Roster
    │   ā”œā”€ā”€ Freelancer Directory (name, role, rate, availability)
    │   └── Vetting Notes
    ā”œā”€ā”€ šŸ“ Agreements (signed)
    └── šŸ“ Briefs (per project)

Part 2: Contract Templates for Your Lawyer

Client-Facing Contracts

#TemplatePurposeWhen Used
1Master Service Agreement (MSA)Governs the overall relationship with a clientSigned once per client, before any work begins
2Statement of Work (SOW)Defines scope, deliverables, timeline, price for a specific engagementSigned per engagement (attached to the MSA)
3Non-Disclosure Agreement (NDA)Protects confidential information shared during discovery/engagementSigned before sharing sensitive business information
4Change Order FormFormalizes scope changes and additional costs mid-projectWhen client requests work outside the original SOW

Freelancer / Contractor Contracts

#TemplatePurposeWhen Used
5Freelancer / Independent Contractor AgreementDefines the relationship, payment terms, IP assignment, confidentialitySigned before any freelancer starts work
6IP Assignment AddendumEnsures all work product created by freelancers belongs to Crelligent (and ultimately the client)Attached to freelancer agreement

Platform / SaaS Contracts

#TemplatePurposeWhen Used
7SaaS Terms of ServiceLegal terms for VeloDesk, BI Suite, MarketPulse usersPublished on website, accepted at sign-up
8Privacy PolicyHow you collect, use, and protect user data (NDPR compliant)Published on website
9Data Processing Agreement (DPA)For enterprise clients — how you handle their dataWhen client requires it (common in Enterprise)

Internal / Business Contracts

#TemplatePurposeWhen Used
10Partnership / Referral AgreementTerms for referral fees (VCs, PE firms, partners)When formalizing a referral relationship
11Employment Offer LetterFor Phase 2 when you make your first full-time hiresWhen hiring full-time
12Employee Handbook / PoliciesCompany rules, leave, remote work, code of conductPhase 2, before first hire

Key Clauses Your Lawyer Must Include

ClauseWhereWhy
IP OwnershipMSA, SOW, Freelancer AgreementClient owns the deliverables; Crelligent owns its methodology and tools
Payment TermsMSA, SOW50% upfront, net-14 on balance; late payment penalties
Scope LimitationsSOWOnly what's in the SOW is delivered; everything else is a change order
TerminationMSA, Freelancer AgreementEither party can terminate with 14–30 days notice; payment for work done
Limitation of LiabilityMSA, SaaS ToSCap liability at the value of the engagement
ConfidentialityNDA, MSA, Freelancer AgreementMutual; survives termination by 2–3 years
Non-Compete / Non-SolicitFreelancer AgreementFreelancers can't poach your clients
NDPR CompliancePrivacy Policy, DPANigerian Data Protection Regulation compliance
Dispute ResolutionAll contractsMediation first, then arbitration (Lagos)
Force MajeureMSAProtection for events outside your control

Priority Order for Your Lawyer

Draft these first (needed before first client):

  1. MSA
  2. SOW Template
  3. NDA
  4. Freelancer Agreement

Draft these next (needed before platforms go public): 5. SaaS Terms of Service 6. Privacy Policy

Draft these later (Phase 2): 7. Everything else