About This Kit
Pre-written onboarding kits for freelancers — intake forms, service agreements, pricing tables, and 5 done-for-you email templates. Download, fill in your name, send today.
Instant download · 30-day money-back guarantee · No subscription
From first hello to final handoff — 13 sections covering the entire client lifecycle.
A customizable welcome letter with copy prompts to help you introduce yourself and set a professional tone immediately.
Your story, expertise checklist, and quick reference card. Clients hire people — this helps them trust you faster.
Three-tier package cards (Starter, Core, Premium) with deliverables, timelines, and pricing. Fully editable for any niche.
A 6-step visual process map from inquiry to final delivery — so clients know exactly what to expect and when.
Covers feedback timelines, revision scope, content delivery, and decision authority — before the project starts.
2-page questionnaire covering business details, project goals, brand style, and logistics. Designed to replace the "20 emails before kickoff."
Response times, preferred channels, scheduling tools, file sharing — all in one reference section that prevents "quick call?" ambushes.
Deposit policy, payment schedule, accepted methods, late fees, rush charges, refund policy, and scope change rates.
8 answered questions covering revisions, ownership, rush work, NDAs, retainers, cancellations, and more.
Inquiry response, kickoff confirmation, check-in update, deliverable submission, and project completion — ready to send today.
Closeout checklist, access handoff steps, and a section on converting one-time clients into retainers and referrals.
A plug-and-play review request card with prompts for clients who "don't know what to write" — and a sample testimonial structure.
Most freelancers spend 30–60 minutes writing each client email from scratch. These templates are ready to copy, customize, and send. That's hours back in your week.
The kit is generic by design — customize it for your niche in minutes.
Handle brand voice questionnaires, content approval processes, and monthly reporting discussions from day one.
Align on tone, audience, revision scope, and word-count expectations before a single word is written.
Cover brand assets, file formats, revision rounds, and ownership rights — no more ambiguous "one small change."
Define working hours, communication channels, task scope, and escalation paths from the start of every engagement.
Establish data security protocols, access authorizations, pricing tiers, and scope boundaries before touching a single transaction.
Download instantly. Fill in your name and rates. Send to your next client. Same day.
Intake questionnaires, project timelines, payment terms, 5 email templates, offboarding. Works for any freelance niche.
Packages ($500–$2,500/mo), content calendar, approval workflow, platform strategy, analytics template, 5 SMM-specific emails.
Scope of work, weekly workflow, tool checklist, communication protocols, NDA-style agreement, and 5 VA-specific email templates.
Creative brief, revision policy, IP rights, file delivery specs, service agreement, and 5 designer-specific email templates.
4-tier pricing, financial data access form, service agreement, data security policy, 7 FAQ responses, onboarding checklist, and 5 bookkeeper-specific emails.
Every day you send a cobbled-together email is a day you look less credible than you are. The kit is ready. Your next client is waiting.
Instant download · 30-day money-back guarantee · Yours forever
Plus early access to new templates and freelancer tips — straight to your inbox.