Template library

Client-ready templates

Proposals, contracts, invoices, onboarding docs โ€” the paperwork that usually eats your weekend, ready to copy and customize.

๐Ÿ“‹
Salesยท๐Ÿ”’ Pro

Project Proposal

A tight, persuasive proposal that closes freelance and agency deals.

6 placeholdersOpen โ†’
๐Ÿ“
Legalยท๐Ÿ”’ Pro

Freelance Contract

A plain-English freelance agreement that protects you and feels fair to clients.

6 placeholdersOpen โ†’
๐Ÿงพ
Financeยท๐Ÿ”’ Pro

Professional Invoice

A clean, professional invoice that gets paid fast.

5 placeholdersOpen โ†’
โ“
Onboardingยท๐Ÿ”’ Pro

Client Onboarding Questionnaire

The exact questions to ask new clients so no project surprises hit later.

1 placeholdersOpen โ†’
๐Ÿš€
Onboardingยท๐Ÿ”’ Pro

Project Kickoff Agenda

A 30-minute kickoff agenda that aligns the team on day one.

2 placeholdersOpen โ†’
๐Ÿ“Š
Communicationยท๐Ÿ”’ Pro

Weekly Status Update

A simple weekly email that keeps clients happy and projects on track.

2 placeholdersOpen โ†’
โš–๏ธ
Legalยท๐Ÿ”’ Pro

Scope Change Request

A formal but friendly way to document and bill for out-of-scope work.

4 placeholdersOpen โ†’
๐Ÿ“ฆ
Deliveryยท๐Ÿ”’ Pro

Project Handoff Document

A clean handoff doc clients can use long after you're gone.

2 placeholdersOpen โ†’
โญ
Communicationยท๐Ÿ”’ Pro

Testimonial Request Email

A warm email that actually gets clients to write you a great testimonial.

3 placeholdersOpen โ†’
๐Ÿ“ฎ
Salesยท๐Ÿ”’ Pro

Cold Outreach (Freelance)

A short, specific cold email that gets replies โ€” not marked as spam.

4 placeholdersOpen โ†’
๐Ÿ“ž
Salesยท๐Ÿ”’ Pro

Discovery Call Agenda

Run a 30-minute discovery call that actually qualifies the lead.

2 placeholdersOpen โ†’
๐Ÿค
Communicationยท๐Ÿ”’ Pro

Polite Rejection Email

Say no to a client without burning the relationship.

2 placeholdersOpen โ†’
โœ‰๏ธ
Communicationยท๐Ÿ”’ Pro

Meeting Recap Email

Send after every meeting to lock in decisions and action items.

2 placeholdersOpen โ†’
๐Ÿ“ˆ
Marketingยท๐Ÿ”’ Pro

Client Case Study

A structured case study template that shows real results and wins new clients.

3 placeholdersOpen โ†’
๐Ÿ’ธ
Financeยท๐Ÿ”’ Pro

Late Payment Reminder

Three escalating emails for chasing overdue invoices โ€” firm but not rude.

4 placeholdersOpen โ†’
๐Ÿ“‹

Unlock every template

All 15 client-ready templates are part of the Pro plan โ€” plus every AI tool, every course, and your personal mentor.

See Pro plans