Tools
Practical templates and planning tools for you and your teams. Built from real experience, and ready to use.
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Showing 49–72 of 76 results
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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 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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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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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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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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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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SEO audit checklist
A practical SEO checklist for your freelance website, covering on-page optimisation, technical basics, and content.
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Social Media Content Planner
A 12-month spreadsheet for planning and tracking social media content across multiple platforms. Excel and PDF.
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Social Media Strategy Template
A template for working out your social media strategy, including platform selection, objectives, measurement, and posting approach. Word and PDF.
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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.
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Status report template
A reusable format for weekly project updates that clients actually read.
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Strategy presentation planner
A slide-by-slide planning template for presenting a communications strategy to a senior leadership team.
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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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Thought leadership content planner
A planning framework to develop and schedule thought leadership content that builds your reputation as a freelance consultant.
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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…
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Tone of voice template
A practical template for writing a tone of voice guide that covers principles, vocabulary, and format-specific guidance.
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Tools comparison and cost tracker
A spreadsheet to map every tool in your freelance setup, what it costs, and whether it’s worth keeping.
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Video Production Brief Template
A template for briefing a video production company or freelance videographer, with everything they need to quote accurately. Word and…
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Website content planner
A page-by-page planning template for your freelance website, with prompts for each section and guidance on what to include.