Tools & templates
Tools that turn decisions into docs.
Templates, calculators, and checklists for pricing, scoping, contracts, and getting paid.
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First 30 Days Checklist
An interactive checklist to get from 'starting' to 'steady pipeline' without drowning in busywork.
Open First 30 Days 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 ChecklistLate Payment Checklist
A checklist for collecting overdue invoices: prevention, follow-ups, work pause, and escalation without making it personal.
Open Late Payment 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 Checklist