Templates
Ready-to-use process templates to help you save time and elevate your service delivery.
sell
What is the Client (Sales) Call Template?
The first time you take a call with a potential client can be frightening! What do you say… WHAT DO YOU DO?! Well, there is a strategy and there are questions you should 100% be asking in these convos. So, that’s what we put together in this template! You can duplicate it for all of your future calls. Enjoy!
What is the the Art of Negotiation Template?
Learn how to navigate negotiations like a pro with this template. From pricing to contracts, you'll gain confidence in advocating for your value.!
What is the How-To Subcontract Worksheet?
You need more time to grow, expand, process, and create — and were here to tell you, that you don’t have to run your business alone. You can expand your capacity and scale your business with ease using this subcontracting guide. Learn how to delegate effectively, choose the right collaborators, and maintain quality.
What is the Building your Personal Brand Worksheet?
Shape a brand that truly represents you with this worksheet. Define your voice, visuals, and messaging to stand out in a crowded market! Plus, you’ll attract the clients that mesh best you — we would call that a “win, win”
What is the Where to Find Freelance Work Worksheet?
Finding yourself in an infinite loop of wondering where to find more work? From online platforms to new markets, you'll learn where to focus your efforts. This worksheet takes the guesswork out of growing your client base!
What is the Referral Growth Strategy Template?
Ask most successful freelancers or agency owners how they earned a client or two — we’re sure the word “referral” will be thrown around somewhere! This template will help you learn how to turn happy clients into a funnel for new work. You’ll learn how to create a system that generates steady referrals and expands your network!
What is the Your First Client Action Plan?
The big moment: landing your very first client. It is what every new freelancer or agency owner aspires to have soon after kickstarting their business! In this worksheet, we will help you learn how to land your first client in a step-by-step action plan. You'll discover strategies for networking, pitching, and delivering value that gets noticed!
What is the Client Outreach Template?
One of the “scariest” parts of running your own business? Pitching to potential clients. With this template, you’ll exercise key points of your script and learn to personalize messages so they stand out.
What is the Pricing Strategy and Ideal Client Worksheet?
Master the art of pricing and client targeting with this dual-purpose worksheet. You’ll learn how to set competitive rates while identifying your ideal clients. We promise, gaining the confidence is what you need to price yourself accordingly and attract the clients you’ve always dreamed of.
What is the Creating Your Services Worksheet?
Define what makes your services stand out! In the worksheet, you'll map out your skills, strengths, and the unique value you bring to clients — because at the end of the day, they are hiring you for a reason. Let’s figure out what that reason is!
What is the How-To Niche Worksheet?
You’ve probably heard a million people on the internet tell you that you should find your niche. Well, there are some pretty important steps involved that our worksheet takes you through, one by one. It is packed with exercises and insights to help you explore what your unique path looks like!
What is a Capabilities Deck?
A strong Capabilities Deck provides prospective clients with an insight into who you are and how you work. Our customizable template will help you organize your services, outline your process, and sell more effectively.
What is a Contractor Grading Scale?
One of the most difficult parts of hiring contractors is not having a reliable way to measure talent and fit. Unlike full-time employees, the hiring process for contractors is often more rushed and based on surface-level considerations like portfolio alone. With this 6-pillar grading scale, we’ve developed a measurable criteria to make the right hiring decision with less emotion.
What is a Personal Productivity Board?
Inspired by the popular GTD (Getting Things Done) methodology, this personal productivity board is a task management system designed to help you capture, clarify, organize, and execute your ideas on a daily basis. For the serial entrepreneurs, manage tasks across multiple ventures all in one place
What is a Client Portal?
For the freelancer or agency who has never quite enjoyed the popular project management tools out there, we’ve built a lean, highly customizable solution for both external and internal use. Made up of databases, kanban boards, wikis, calendars and reminders, this Notion-based client portal template leverages your data to generate a simple yet powerful dashboard that you and your clients will love.
What is the Career Contact Index?
Think of it this way: you don’t want to lose the contacts of people you have worked with in the past (or maybe you do, but that is a different convo). Or even, people that you have met networking or through industry friends! This index is here for you to add all of your contacts in one place. With our filtering system you can organize your people with ease!