Price it, scope it, get paid for it.
Worksheets you fill in once and documents you send for years. All of them free, all of them editable.
Rate Card and Pricing Worksheet
Your true billable capacity, your floor rate, the move from hourly to fixed pricing, and a rate card you can send.
Cash Flow Tracker
A thirteen-week forward forecast with a below-the-floor warning column, an invoice chase sequence, and a dry-month plan.
Project Proposal
Executive summary built as four sentences, a cost-of-inaction table, deliverables and exclusions, and three-option pricing.
Web Development Contract
Scope and change control, client delay and dormancy, IP that transfers on final payment, liability cap, and a cancellation fee.
Mutual Non-Disclosure Agreement
Two-way, two pages of actual terms, with the four carve-outs intact and a real term length instead of perpetual.
Independent Contractor Agreement
For subcontracting: a classification check, an IP chain that reaches your end client, and a reusable work order.
Client Communication Scripts
14 scripts for late payment, scope creep, silence, missed deadlines, disagreeing with a client, and endings.
Monthly Retainer Agreement
Four retainer models compared, capped rollover and overage, service levels, reporting, pause terms, and a quarterly renewal review.
Client Onboarding Pack
Welcome letter, intake questionnaire, access checklist, and kickoff agenda, plus the 30-day check-in script.
Website Launch Checklist
78 checks sequenced by when they have to happen, from two weeks out through launch day to the first month.
Three things worth knowing before you use them
Fill the blanks, delete the rest
Every ruled blank needs a number, a name, a date, or a deliberate ‘not applicable’. A shorter document you understand beats a long one you copied.
Read it with the other side
The value is the conversation the document starts, not the paper it produces. A clause nobody objected to is usually a clause nobody read.
Get the legal ones reviewed
The agreements are drafting aids, not legal advice. Terms that are standard in one country are unenforceable in another. An hour of a lawyer’s time costs less than the first week of a dispute.
Questions, answered.
What you can do with these, what they are not, and why they are free.
Something else? Ask us directly.
I already know my rate. Why do the worksheet?
Because the number most freelancers get wrong is not the rate, it is billable capacity. Most people bill 50 to 65 percent of their working hours and plan as though it were 90. The worksheet makes that visible in about ten minutes.
Is the contract too heavy for small projects?
Delete what does not apply. Even a two-page version with scope, revisions, payment terms, and IP on final payment puts you ahead of most freelance engagements, which run on an email and good intentions.
What if a client refuses to sign a contract?
That is useful information arriving early and cheaply. The clients who object hardest to written scope are usually the ones who were planning to change it.
Does the cash flow tracker need a spreadsheet?
No. It is a printable thirteen-week grid, which is deliberate. Ten minutes on paper every Monday beats a spreadsheet you stop opening in March.
Can I use these outside web work?
Yes. The proposal and contract lean toward web projects, but the rate card, cash flow tracker, and communication scripts are trade-agnostic. Writers, designers, and consultants use the same four failure modes.
Or have it done instead
The templates are the free half of how we work. If you would rather not run the process yourself, tell us what you are working on and we will tell you honestly whether it is worth building, what it depends on, and what we would skip. If the answer is that you do not need us, you will get that too.
Nothing above is gated. The downloads work whether or not you ever contact us.