Tools
Practical templates and planning tools for you and your teams. Built from real experience, and ready to use.
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Showing all 10 results
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Client Onboarding Pack
A template for onboarding new freelance clients. Covers the welcome email, project kickoff checklist, and working agreement. Sets expectations clearly…
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Day Rate Calculator
A spreadsheet for working out your freelance day rate. Enter your target income, working days, and costs, it calculates the…
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First-Year Freelance Planner
A spreadsheet for planning your first year as a freelance freelance consultant. Covers finances, clients, business development, and quarterly goals.…
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Freelance Contract Template
A plain-English contract template for freelance client work. Covers scope, fees, payment terms, intellectual property, confidentiality, and cancellation. Word and…
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Freelance Proposal Template
A template for writing freelance proposals that are clear, professional, and easy to say yes to. Covers the brief, your…
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Project Debrief Template
A template for running a post-project debrief on a campaign. Covers what worked, what didn’t, what to do differently, and…
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Rate Review Template
A template for reviewing and communicating a rate increase to existing clients. Covers how to assess your current rate, calculate…
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Scope Change Request Form
A short form for documenting scope changes in a freelance project. Records what was originally agreed, what is being added,…
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Testimonial Request Email Templates
Email templates for asking clients for testimonials and referrals at the end of a project. Covers the initial ask, a…
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Time Tracking Template
A spreadsheet for tracking time on Strategy projects. Records tasks, time spent, and project totals. Useful for fixed-price and day-rate…