Templates
Professional documents that pay for themselves
Fill in the blanks, customize to your business, and get back to doing the work.
Free Templates
Get started with zero investment.
Freelance Starter Kit
Everything you need to start on the right foot. Basic MSA, invoice template, and client onboarding checklist.
- Basic MSA template
- Professional invoice template
- Client onboarding checklist
- Time tracking sheet
Pro Templates
PROEverything you need to run a professional freelance business.
Master Services Agreement
Comprehensive MSA with 20+ modular clauses. Covers IP, liability, payment, termination, and dispute resolution.
- 20+ clause options
- IP ownership (work-for-hire / license / shared)
- Liability cap language
- Indemnification & dispute resolution
- NDA + DPA addendums included
SOW Template Pack
5 industry-specific Statement of Work templates. Web dev, design, consulting, writing, and coaching.
- Web/mobile development SOW
- Design & branding SOW
- Consulting SOW
- Writing & content SOW
- Coaching & mentoring SOW
Proposal Templates (5-pack)
Industry-specific proposal templates that close. Problem-first structure with investment framing.
- Problem → Solution → Scope structure
- Investment section with framing
- Risk & objection pre-emption
- Professional formatting & design
- Editable DOCX format
Client Welcome Packet
Make every new client feel like your only client. Onboarding docs, FAQ, communication protocols.
- Welcome letter template
- Communication protocols guide
- Project process overview
- Decision-maker matrix
- Change request process explanation
Change Order Form
One-page form that saves weeks of scope creep. Formalize every change before it happens.
- Change description & rationale
- Cost impact calculation
- Timeline extension tracker
- Dual approval signatures
- Change log for SOW appendices
Late Payment Collection Sequence
6 email templates from gentle reminder to final notice. Escalate professionally without burning bridges.
- Day 1: Gentle reminder
- Day 7: Friendly nudge
- Day 14: Formal reminder
- Day 21: Service pause notice
- Day 30: Final notice
- Day 45: Collections handoff
Subcontractor Agreement
For when you need to bring in help. Quality standards, IP flow-down, and non-solicit clause.
- Scope of subcontracted work
- IP flow-down (client → you → sub)
- Quality standards & rework policy
- Non-solicit clause
- Independent contractor confirmation
Retainer Agreement Template
Monthly retainer with scope, hours, and renewal terms. Move from project-to-project to predictable income.
- Retainer scope definition
- Monthly fee & billing schedule
- Unused hours policy (rollover/buyout)
- Communication expectations
- Renewal & termination terms
Exit & Transition Plan
Offboard clients gracefully. Wrap-up document, knowledge transfer, referral ask, and 'come back' bridge.
- Project wrap-up checklist
- Knowledge transfer template
- Final invoice & close-out
- Referral request sequence
- 'Welcome back' re-engagement bridge
Need tax strategy for your freelance income? Pair these templates with Money Mastery for financial planning, AI for SMB for automated client intake, and PM101toPro for project scoping.