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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Negotiation 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 SequenceDiscovery 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