12 templates
Freelance & Client Work
Scoping, quoting, chasing invoices and saying no to scope creep — the paperwork that decides whether the work was worth it.
BeginnerScoping Questions Before QuotingThe questions that stop you from quoting a project you don't understand
A prospective client wants: {{scope}} What they told me: {{context}} Give the questions I must answer before quoting, grouped as: - Outcome (what changes for them when this is done, how they will judge it) - Constraints (deadline, budget, systems, approvals) - Ownership (who decides, who reviews, who else must agree) - Aftermath (who runs this once I leave) For each question, add what a worrying answer sounds like. Rules: - No more than 12 questions total - Include the one question that most often reveals the project is not funded
IntermediateFixed-Price QuoteA quote with the boundaries written down before the work starts
Write a quote for {{client_name}}. Work: {{scope}} Not included: {{out_of_scope}} Deliverable: {{deliverable}} Price: {{rate}} Timeline: {{timeline}} Structure: 1. What you get — the deliverable, concretely 2. How we get there — phases with a date each 3. What is not included, listed plainly 4. What I need from you, with dates — and what happens to the timeline if it is late 5. Price, payment schedule, validity date Rules: - Every phase ends in something the client can see - Name the change process for extra work, with a rate, before it is needed - Colleague tone, no agency slogans - Under 450 words
IntermediateScope Creep ReplySay yes to the work and no to doing it for free
The client wants something extra: {{change_request}} Agreed scope: {{scope}} My rate: {{rate}} Rules: - Start with a plain yes — this is doable - Then state what it costs in time and money, and what it does to the current deadline - Offer the trade: add it, swap it for something already in scope, or do it after delivery - No guilt, no reference to how much extra you already did unpaid - Never say "that wasn't in scope" as the opening line - Under 120 words
BeginnerChase an Overdue InvoiceEscalating reminders that stay professional and get paid
Write invoice reminders for {{client_name}}. Invoice: {{price}}, due {{deadline}} Relationship: {{context}} Produce three escalating messages: 1. Day 3 overdue — friendly, assumes an oversight, restates payment details 2. Day 14 — plain, names the amount and the due date, asks for a payment date 3. Day 30 — states consequences you will actually carry out (work paused, late fee, handover withheld) Rules: - Never apologise for asking to be paid - Every message repeats the amount, invoice number slot, and payment details - No threats you will not execute - Each under 90 words
BeginnerProject Status UpdateA weekly update that prevents surprises
Write this week's update for {{client_name}}. Progress: {{context}} Blockers: {{issue}} Next: {{goal}} Structure: 1. Status in one word — on track / at risk / late — and one sentence why 2. Done this week, as things they can look at 3. Blocked, with what I need from whom by when 4. Next week 5. Anything that changes the date or the price — stated here, never later Rules: - Bad news goes at the top, never buried in point 3 - No effort narratives ("worked hard on"), only outcomes - Under 200 words
BeginnerSay No to a ProjectDecline work without burning the relationship
Decline this project from {{client_name}}: {{scope}} Real reason: {{context}} Rules: - No in the first sentence, no build-up - One honest sentence of reason — capacity, fit, or budget. Do not invent a nicer reason. - Refer someone specific if you can, or say what kind of person they need - Leave a real door open only if you mean it - Under 80 words
AdvancedRaise Your RatesTell an existing client the price is going up
Tell {{client_name}} that my rate goes from {{price}} to {{rate}}. Relationship: {{context}} Effective: {{deadline}} Structure: 1. The new number and the date it starts — first two sentences 2. One sentence of reason, not an apology and not a cost-of-living essay 3. What stays the same for them 4. A transition option: the old rate honoured for current work, or a lower-scope package Rules: - Do not ask permission and do not negotiate against yourself - No lengthy justification — length reads as doubt - Under 120 words
IntermediateKickoff Agenda and Ground RulesSet the working rules while everyone is still friendly
Prepare the kickoff for {{client_name}} on {{scope}}. Timeline: {{timeline}} Produce: 1. Agenda with times, 45 minutes total 2. The decisions that must be made in this meeting, listed 3. Working rules to agree out loud: response times, review turnaround, who signs off, where files live, how change requests happen 4. The three assumptions I am making that they must confirm or correct Rules: - Every ground rule states the consequence if it slips - No round of introductions longer than five minutes
IntermediateHandover DocumentLeave the work usable by someone who has never met you
Write the handover for {{deliverable}} delivered to {{client_name}}. What was built: {{context}} Structure: 1. What this is and what it does, for a non-technical reader 2. How to run/change/publish it — the three most common tasks, step by step 3. Access and accounts: what exists, who owns it, what it costs 4. Known limitations and what to do about each 5. What breaks first if nobody maintains it, and the cheapest prevention Rules: - Assume the reader has never spoken to me - No links to my own tools they cannot access - Name every recurring cost with its renewal date slot
BeginnerTestimonial RequestAsk for a reference that is actually usable
Ask {{client_name}} for a testimonial about {{deliverable}}. Result they got: {{proof_point}} Rules: - Ask three specific questions instead of "would you write a testimonial" — the answers become the quote - Offer to draft it from their answers and let them edit - Say exactly where it will appear - Make no a comfortable answer - Under 100 words
AdvancedEstimate a Project HonestlyBreak work into estimable parts and expose the uncertainty
Estimate this project: {{scope}} What I know: {{context}} Constraints: {{constraints}} Produce: 1. Work breakdown — tasks of at most one day each 2. Per task: optimistic / likely / pessimistic in hours 3. The three biggest uncertainties, each with what would resolve it and what it could cost if it goes wrong 4. A recommended quote with the buffer stated separately, not hidden in the tasks 5. What to cut first if the budget is half this Rules: - No task larger than a day — if it cannot be split, it is not understood - Name every assumption. Unstated assumptions become unpaid work.
AdvancedFire a ClientEnd a working relationship cleanly and in writing
End the engagement with {{client_name}}. Reason: {{context}} Current state of work: {{deliverable}} Notice period: {{deadline}} Structure: 1. The decision and the last working day, first sentence 2. What will be finished before then, and what will not 3. Handover: files, access, documentation, and the date each arrives 4. Outstanding invoices and what is owed 5. One neutral closing line Rules: - No blame, no grievance list, no "as you know" - Never leave the deliverable in a state only I can rescue - Written so it reads fine if forwarded to their lawyer - Under 180 words
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