Tools
Practical templates and planning tools for you and your teams. Built from real experience, and ready to use.
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Showing 25–48 of 57 results
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Difficult client response guide
Ready-to-use email templates and conversation frameworks for the most common difficult client situations.
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Income structure planner
A planning template to map your ideal mix of retainer and project income, model different scenarios, and build a more…
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Invoice template with payment terms
A professional invoice template with pre-written payment terms, a structured invoice format, and a follow-up email sequence for late payments.
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Lead magnet brief template
A planning template to develop your lead magnet from concept to delivery, including a structure for the sign-up page and…
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LinkedIn outreach tracker
A tracker to manage your LinkedIn connections, note where each relationship stands, and plan follow-up without letting things slip.
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Measurement framework template
A framework to build a comms evaluation plan that maps outputs, outtakes, and outcomes for any project.
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Messaging framework template
A one-page messaging framework covering core message, audience-specific messages, and supporting proof points.
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Multi-client tracker
A dashboard structure for managing up to six simultaneous client relationships, with a weekly review process built in.
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New client welcome pack template
A professional pre-project communication template covering everything a new client needs before work begins.
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Newsletter planning template
A six-issue planning template for your freelance newsletter, with content prompts, format options, and subject line frameworks.
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Personal content strategy template
A framework to define your content goals, choose your channels, plan your themes, and build a content calendar that fits…
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Portfolio brief template
A structured template for writing up each portfolio case study, with prompts to help you pull out the most useful…
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Post-project follow-up email templates
Ready-to-use follow-up messages for the check-in, the testimonial request, and the ongoing touchpoint after a project ends.
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Project close-out template
A structure for wrapping up projects professionally, including a final delivery checklist, a close-out email, and a post-project check-in framework.
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Project crisis checklist
A step-by-step checklist for managing a project problem, from initial acknowledgement through to resolution and follow-up.
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Project kickoff checklist
A structured kickoff meeting agenda and post-kickoff confirmation document to send to clients.
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Project timeline template
A client-ready timeline template covering milestones, dependencies, and client action points in a clear format.
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Project tracker
A structured Google Sheets tracker for managing a comms project from brief to delivery, including a timeline and sign-off tracker.
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Proposal template
A client-ready proposal template covering all the key elements without unnecessary length.
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Referral tracker
A tracker to manage your referral relationships: who to stay in touch with, when you last connected, and what opportunities…
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Retainer agreement template
A clear, professional retainer agreement template covering all the key terms without unnecessary complexity.
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SEO audit checklist
A practical SEO checklist for your freelance website, covering on-page optimisation, technical basics, and content.
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Stakeholder interview guide
A question framework, note-taking structure, and synthesis template for turning stakeholder interview findings into strategic insights.
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Statement of work template
A ready-to-use statement of work template covering all the key sections, with guidance notes for each.