Tools & templates
Tools that turn decisions into docs.
Templates, calculators, and checklists for pricing, scoping, contracts, getting paid, and the new game-theory workflow for signaling, negotiation, and capacity.
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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 checklist to get from 'starting' to 'steady pipeline' without drowning in busywork.
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 scorecard for checking how your current client mix affects leverage, risk, and sustainable capacity.
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
Convert a target annual income into a day rate and hourly rate based on capacity, overhead, and buffers.
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
A lightweight SOW template that makes scope boundaries explicit and makes change requests boring.
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
A simple planner for setting aside money for taxes based on a conservative percentage and your cashflow.
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