Tools
Practical templates and planning tools for you and your teams. Built from real experience, and ready to use.
Already downloaded something? Log in to your account to access your downloads.
Showing 1–24 of 57 results
-
90-day launch planner
A structured 90-day plan for the first three months of your freelance practice, covering the key actions for each phase.
-
Admin systems guide
A guide to setting up the admin systems that keep a solo comms practice running without constant manual effort.
-
Annual leave and capacity planner
A yearly planner to map your holiday, rest periods, and working capacity so you can protect your time off without…
-
Budget conversation guide
A practical guide to having the money conversation with a client before a project starts, with scripts for common scenarios.
-
Business structure decision guide
A practical guide to choosing between sole trader and limited company status as a freelance consultant in the UK.
-
Capacity planning template
A template to map your current commitments, calculate your actual available capacity, and build in recovery time throughout the year.
-
Cash flow forecasting template
A monthly cash flow model for freelancers, with a pipeline view to help you see slow periods coming before they…
-
Change comms plan template
A planning template for communications across a change programme, including stakeholder mapping and a message matrix.
-
Change request email templates
Ready-to-use email responses for the most common client change request scenarios.
-
Client boundary-setting email templates
Ready-to-use email templates for the most common boundary conversations with clients.
-
Client diversification tracker
A tracker to map your current income by client, see your concentration risk, and plan a more balanced client portfolio.
-
Client onboarding pack template
A template for a consistent client onboarding experience, from first contact through to project close.
-
Client outreach tracker
A spreadsheet to manage your first client outreach: who you’ve contacted, when, what you said, and what the follow-up status…
-
Client project plan template
A clean, one-page project plan template in a format clients can actually follow.
-
Client vetting checklist
A structured checklist of questions to work through before agreeing to any new client project, so you can make better…
-
Comms rate benchmarking guide
A guide to understanding what the market pays for freelance work, with a framework for setting your own rates.
-
Communications audit template
A structured framework for gathering, organising, and presenting communications audit findings to a new client.
-
Confidence and goal tracker
A structured tracker to record wins, track progress, and build the evidence base that counters imposter syndrome over time.
-
Consultancy setup planner
A planning template to help you make the transition from freelancer to consultant: what to change, what to stop doing,…
-
Content audit planner
A structured template for planning and running a content audit, including an inventory framework and a prioritisation matrix.
-
Content repurposing planner
A structured planner to systematically mine your client work for content across articles, templates, and social media.
-
Content strategy template
A client-ready content strategy template covering audience definition, channel selection, content planning, and implementation.
-
Copywriting brief template
A structured brief format for any kind of written content, from website copy to campaign messaging to reports.
-
CPD tracker and learning planner
A tracker to set annual learning goals, log courses and reading, and capture lessons from client work throughout the year.