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 76 results
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Content audit planner
A structured template for planning and running a content audit, including an inventory framework and a prioritisation matrix.
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Content repurposing planner
A structured planner to systematically mine your client work for content across articles, templates, and social media.
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Content strategy template
A client-ready content strategy template covering audience definition, channel selection, content planning, and implementation.
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Copywriting brief template
A structured brief format for any kind of written content, from website copy to campaign messaging to reports.
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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.
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Creative Brief Template
A template for briefing designers, videographers, photographers, and agencies. Covers everything a supplier needs to quote accurately and start well.…
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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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Difficult client response guide
Ready-to-use email templates and conversation frameworks for the most common difficult client situations.
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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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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.