Resource library
Resources
Templates, checklists, guides and worksheets made by members — free to read, free to download when you join.
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Rate card template
A one-page rate card with day rate, project minimum and what is and is not included.
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Client onboarding checklist
Everything to collect in the first week so the project does not stall waiting on logins.
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Freelance contract starter
Plain-language clauses for scope, revisions, payment terms and ownership of the work.
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Discovery call script
Twelve questions that surface budget, decision-makers and deadlines in thirty minutes.
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Project proposal outline
A proposal structure that leads with the client problem, then offers three priced options.
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Invoicing and late-payment policy
How to set payment terms, send reminders and apply late fees without losing the client.
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Scope change request form
A short form that turns “one small extra thing” into an approved, priced change.
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Portfolio case study framework
Problem, process, outcome: a structure that makes a case study readable in two minutes.
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Setting money aside for tax
Split every payment into tax, business costs and pay, so the tax bill is never a surprise.
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Pricing a retainer
Moving a repeat client from hourly invoices to a monthly retainer with a clear capacity limit.
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