Freelance & Client Onboarding
Freelancing runs on paperwork that has to be settled before the work does: an intake form to learn what a new client actually needs, a brief and a quote to agree scope and price, a signed statement of work before the clock starts. Chasing this by email leaves projects starting on a handshake instead of a record. These templates go out as links a client can complete from their phone, and come back as a completed PDF you can file against the job.
Client Feedback Form
Ask at the end of a project, while the client still remembers the detail: how it went overall, what to keep doing, what to fix, and whether they would hire you again.
Use this template →Client Intake Form
Send it to a new client before the first call. You arrive already knowing the company, the goal behind the work, the budget band and when they want to start.
Use this template →Invoice Details Form
Capture the billing details, purchase order reference and preferred payment method a new client needs on file before the first invoice goes out.
Use this template →Project Brief
Gather the objectives, audience, deliverables and deadline for a new project in one document, so the scope is agreed before any work begins.
Use this template →Project Sign-Off
Record client acceptance of completed work, with any outstanding items noted before the project is closed and the final invoice is sent.
Use this template →Quote Request
For freelancers who price every job from scratch: the service wanted, the exact outputs, whether it is one-off or ongoing, the date and the budget band.
Use this template →Revision Request
Vague feedback costs a whole round of work. This pins down which deliverable, exactly what should change and why, how urgent it is, and the date it is wanted by.
Use this template →Statement of Work
The document you point at when a project drifts. Scope in, scope out, dated milestones, the payment schedule, the total fee, and the client's written acceptance.
Use this template →