Tools & templates
Freelance templates, calculators, and checklists
Estimate your rate, draft a statement of work, prepare an invoice, or screen your next client. Choose a tool below and adapt it to your project, budget, and working arrangements.
Quick starts
Browse
Use Search to jump directly to a tool, or browse by category.
Freelance Health Check
A seven-domain diagnosis for pipeline, pricing, concentration, scope, payment, burnout, and systems, with next moves routed into the Codex.
Open Freelance Health CheckGame Diagnosis Worksheet
A worksheet for seeing the structure under a freelance problem before you react.
Open Game Diagnosis WorksheetFirst 30 Days Checklist
An interactive first-month checklist for setting up your freelance offer, outreach, pricing, invoices, and scope documents.
Open First 30 Days ChecklistClient Screening Checklist
A checklist for qualifying freelance clients before discovery turns into unpaid consulting or bad-fit work.
Open Client Screening ChecklistDiscovery Call Checklist
An interactive checklist for prepping, running, and following up on discovery calls so they turn into scoped next steps.
Open Discovery Call ChecklistQuote 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 ChecklistClient Onboarding & Kickoff Checklist
An onboarding checklist: access, stakeholders, cadence, review windows, and next steps so delivery doesn’t stall.
Open Client Onboarding & Kickoff ChecklistScope Change Checklist
A change request workflow checklist: clarify the request, estimate impact, get approval, and keep scope changes procedural.
Open Scope Change ChecklistClient Concentration & Capacity Scorecard
A manual checklist for reviewing client revenue share, meeting load, payment risk, and capacity. Completion is not a calculated risk score.
Open Client Concentration & Capacity ScorecardLate Payment Checklist
A checklist for collecting overdue invoices: prevention, follow-ups, work pause, and escalation without making it personal.
Open Late Payment ChecklistSubcontractor Brief + QA Checklist
A checklist for briefing subcontractors, defining done, and reviewing quality before client delivery.
Open Subcontractor Brief + QA ChecklistWeekly Review Checklist
A 20-minute weekly admin reset checklist for pipeline, delivery, and money so your freelance business doesn’t run on panic.
Open Weekly Review ChecklistRate Calculator
Calculate freelance hourly and day-rate floors from your annual pre-tax income target, billable capacity, overhead, and buffer.
Open Rate CalculatorNegotiation Prep & Concession Planner
A template for deciding your target, floor, tradeables, non-negotiables, and walk-away points before the price conversation starts.
Open Negotiation Prep & Concession PlannerFreelance 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 TemplateStatement of Work (SOW) Template
Copy a freelance statement of work template with deliverables, exclusions, acceptance criteria, payment terms, and a change request process.
Open Statement of Work (SOW) TemplateInvoice Template + Late Payment Sequence
A practical invoice template plus a polite-to-firm follow-up sequence to get paid on time.
Open Invoice Template + Late Payment SequenceTax Set-Aside Calculator
Calculate a monthly reserve from income and a percentage you choose. Compare cashflow scenarios; this tool does not estimate tax owed.
Open Tax Set-Aside CalculatorDiscovery Call Agenda
A one-page agenda and notes template that turns a call into a scoped proposal.
Open Discovery Call AgendaChange Request Addendum Pack
Short addenda you can attach when scope changes: change request, late fees, and timeline shifts.
Open Change Request Addendum Pack