ClientsTemplate
Client Project Brief
Use this before contacting candidates or requesting proposals. It gives everyone the same starting information while leaving room for discovery and a project-specific agreement.
Open the client project brief →Free templates and checklists
Make the next project decision visible.
Six practical resources for the work around freelance work. Copy the blank version, download local Markdown, compare the fictional example, and adapt every field to the actual engagement.
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01
Prepare
Define the need and make an offer comparable.
FreelancersTemplate
Freelance Proposal
Use this after enough discovery to describe the project and price its known assumptions. The proposal should make it easy for a client to compare what is included, excluded, and still unresolved.
Open the freelance proposal →02
Agree
Record the project decisions before work begins.
Both sidesEducational outline
Statement of Work
Use this after the parties understand the project and before work starts. It is a discussion and drafting outline, not a universal contract or substitute for project-specific legal review.
Open the statement of work →03
Change
Make later scope, price, and schedule decisions visible.
Both sidesTemplate
Project Change Request
Use this when a request may add, remove, exchange, or defer work covered by an existing project. First decide whether the request is a correction under the agreement or genuinely changed scope.
Open the project change request →04
Bill
Connect the payment request to agreed work and records.
FreelancersExample
Invoice Example
Use this when a fee or milestone is ready to invoice under the actual agreement. Check the invoice, tax, registration, and recordkeeping requirements that apply to your business and jurisdiction.
Open the invoice example →05
Deliver
Close with acceptance, files, access, and handover evidence.
Both sidesChecklist
Final Delivery Checklist
Use this near final review and again at close-out. Adapt it to the deliverables, acceptance criteria, rights, payment triggers, access plan, and support terms in the actual agreement.
Open the final delivery checklist →