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.
Negotiation 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 SequenceDiscovery 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 PackFreelance 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