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Search Freelance Codex

Search across Start Here (guided paths), the Codex (evergreen), Research (evidence and definitions), Radar (timely), and Tools (templates/calculators). Use the suggestions below to find answers faster.

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Start Here

2

I need to raise rates

Raise rates with less fear: anchors, packaging, negotiation scripts, and scope boundaries that keep prices true.

Open I need to raise rates

I'm already freelancing but inconsistent

Stabilize the machine: pipeline, delivery, admin habits, and pricing boundaries.

Open I'm already freelancing but inconsistent

Codex

3

How to negotiate freelance rates: outside options, concessions, and when to walk

Negotiate freelance rates without bluffing: set a floor and target, strengthen your outside options, and trade scope instead of price, with email scripts.

Open How to negotiate freelance rates: outside options, concessions, and when to walk

Set freelance rates

Set freelance rates with a repeatable system: floor math, packaging, hourly vs project vs retainer, negotiation scripts, and scope control.

Open Set freelance rates

Freelance tax deductions: what you can claim

A practical guide to the business expenses freelancers can deduct: the ordinary-and-necessary rule, home office methods, 2026 mileage rates, equipment write-offs, health insurance, half of self-employment tax, the QBI deduction, UK allowable expenses and simplified expenses, Canadian home and vehicle rules, Australian fixed rates, and record keeping.

Open Freelance tax deductions: what you can claim

Research

1

Game theory for freelancers: reading guide, glossary, and evidence notes

A plain-English research guide to the concepts behind credibility, pricing, scope, payment, retention, and scaling in freelance work.

Open Game theory for freelancers: reading guide, glossary, and evidence notes

Tools

6

Discovery Call Agenda

A five-part discovery call agenda for a 30-45 minute first call with a prospective client, with the questions to ask and how to turn notes into a proposal.

Open Discovery Call Agenda

Discovery Call Checklist

An interactive checklist for prepping, running, and following up on discovery calls so they turn into scoped next steps.

Open Discovery Call Checklist

Freelance Proposal Template

A practical freelance proposal template with section prompts and follow-up email scripts so prospects move from call to clear yes/no decisions.

Open Freelance Proposal Template

Freelance Rate Calculator

Calculate freelance hourly and day-rate floors from your annual pre-tax income target, billable capacity, overhead, and buffer.

Open Freelance Rate Calculator

Negotiation Prep & Concession Planner

Plan a freelance price negotiation before the call: set your target, floor, option set, tradeables, and walk-away point, with a worked example and scripts.

Open Negotiation Prep & Concession Planner

Quote to SOW Checklist

A checklist to turn discovery notes into a scoped quote and a lightweight SOW with boundaries, review windows, and payment terms.

Open Quote to SOW Checklist

Radar

5

Raise your freelance rates for 2027: notice, numbers, and a script

November and early December are the window to set 2027 rates. Check notice clauses, size the increase from utilization, close rate, capacity, and costs, then send clear written notice and plan for pushback.

Open Raise your freelance rates for 2027: notice, numbers, and a script

Freelance demand tracking: leads, replies, and decisions

Track a few signals you can measure in 10 minutes a week. Don’t change strategy based on one bad week. Use your close rate and lead flow to choose the next move.

Open Freelance demand tracking: leads, replies, and decisions

How to read Radar briefings

Radar is for timely changes. Each post answers what changed, who it affects, what to do this week, and where the evergreen Codex page lives.

Open How to read Radar briefings

Making Tax Digital for Income Tax: 2026 to 2027 checkpoint for UK sole traders

UK sole traders on Making Tax Digital for Income Tax send their second quarterly update by 7 November 2026. Review the update calendar, first-year penalty rules, the 31 January 2027 bill, and the £30,000 threshold from April 2027.

Open Making Tax Digital for Income Tax: 2026 to 2027 checkpoint for UK sole traders

Two full-time jobs vs freelancing: a better alternative to overemployment

A comparison of dual-job work, freelancing, fractional roles, and reusable products, with U.S. data through September 2026 and a plan for testing demand.

Open Two full-time jobs vs freelancing: a better alternative to overemployment