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.
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Use Search to jump directly to a tool, or browse by category. For the interactive checklists that save your ticks in this browser, with guidance on running them from discovery to payment, see all freelance checklists.
Freelance Business Health Check
Answer 14 questions to score pipeline, pricing, client concentration, scope, payment, burnout, and systems, then get the next move for your weakest area.
Open Freelance Business Health CheckGame Diagnosis Worksheet
A 15-prompt worksheet for freelance problems that keep coming back: map the players and incentives, name the pressure point, and pick one structural fix.
Open Game Diagnosis WorksheetFirst 30 Days Freelancing Checklist
A week-by-week checklist for your first month freelancing: set up your offer, outreach, pricing, invoices, and scope documents without busywork.
Open First 30 Days Freelancing ChecklistClient Screening Checklist for Freelancers
Qualify a freelance lead before you write a proposal: check fit, decision path, urgency, and behavior, then pick a proposal, a paid first phase, or a no.
Open Client Screening Checklist for FreelancersDiscovery 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
A freelance client onboarding checklist: collect access and decisions, run the kickoff call, agree review windows, and send a written recap.
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
Check how much your freelance business depends on one client: revenue share, meeting load, mental load, and replaceability, with a worked example.
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
Brief a subcontractor and review their work before it reaches your client: a checklist, a copy-ready brief template, a margin example, and QA gates.
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 ChecklistFreelance Rate Calculator
Calculate freelance hourly and day-rate floors from your annual pre-tax income target, billable capacity, overhead, and buffer.
Open Freelance Rate CalculatorNegotiation 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 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 copy-ready freelance invoice template with four payment reminder emails, from a due-date nudge to a final notice, plus what to log for each invoice.
Open Invoice Template + Late Payment SequenceTax Set-Aside Calculator
Work out how much of each month's freelance income to move into a tax reserve at a percentage you choose, and how to pick it from your records.
Open Tax Set-Aside CalculatorDiscovery 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 AgendaChange Request Addendum Pack
Copy-ready change request, timeline shift, late fee, and work pause addenda for when a freelance project changes after signing, with how to get approval.
Open Change Request Addendum PackSelf-Employment Tax Calculator
Estimate U.S. self-employment tax from your freelance profit for 2026 or 2027, with every Schedule SE step, Additional Medicare Tax, and a quarterly share.
Open Self-Employment Tax CalculatorFreelance Contract Template
A copy-ready, plain-English freelance services agreement: payment, change requests, ownership, confidentiality, AI use, liability, and kill fee, explained.
Open Freelance Contract Template