BONUS RESOURCE

Done-For-You Business Templates

20+ Ready-to-Use Templates - Just Add Your Info

TEMPLATE #1 Freelance/Agency

Service Proposal Template

[YOUR COMPANY NAME]

Service Proposal for [CLIENT NAME]

Prepared: [DATE]

Executive Summary

[CLIENT NAME] is looking to [THEIR GOAL]. Based on our discussion on [DATE], I'm proposing a [SERVICE TYPE] engagement to help you [SPECIFIC OUTCOME]. This proposal outlines the scope, timeline, and investment required.

Your Challenge

Currently, you're experiencing:

  • [PAIN POINT 1 - be specific to what they told you]
  • [PAIN POINT 2]
  • [PAIN POINT 3]

Proposed Solution

I recommend a [X]-phase approach:

Phase 1: [NAME] - [Description of deliverables]

Phase 2: [NAME] - [Description of deliverables]

Phase 3: [NAME] - [Description of deliverables]

Deliverables

  • [DELIVERABLE 1]
  • [DELIVERABLE 2]
  • [DELIVERABLE 3]
  • [DELIVERABLE 4]

Timeline

Estimated completion: [X WEEKS/MONTHS]

Project start: Within [X] days of agreement

Investment

$[TOTAL AMOUNT]

Payment terms: [50% upfront, 50% upon completion / monthly / etc.]

Next Steps

  1. Review this proposal
  2. Schedule a quick call if you have questions
  3. Sign the attached agreement
  4. Submit initial payment
  5. We begin!

This proposal is valid for 14 days.

[YOUR NAME] | [EMAIL] | [PHONE]

TEMPLATE #2 Legal

Freelance Service Agreement

SERVICE AGREEMENT

This Service Agreement ("Agreement") is entered into as of [DATE] by and between:

Service Provider: [YOUR NAME/COMPANY], located at [ADDRESS] ("Provider")

Client: [CLIENT NAME/COMPANY], located at [ADDRESS] ("Client")

1. SERVICES

Provider agrees to perform the following services: [DETAILED DESCRIPTION OF SERVICES]

2. DELIVERABLES

Provider will deliver: [LIST OF SPECIFIC DELIVERABLES]

3. TIMELINE

Services will be completed by [DATE] unless otherwise agreed in writing.

4. COMPENSATION

Client agrees to pay Provider $[AMOUNT] according to the following schedule: [PAYMENT TERMS]

5. REVISIONS

This agreement includes [NUMBER] rounds of revisions. Additional revisions will be billed at $[RATE]/hour.

6. OWNERSHIP

Upon full payment, Client will own all rights to the deliverables. Until payment is received, Provider retains all rights.

7. CONFIDENTIALITY

Both parties agree to keep confidential any proprietary information shared during the project.

8. TERMINATION

Either party may terminate with [X] days written notice. Client will pay for all work completed to date.

9. LIABILITY

Provider's liability is limited to the amount paid for services under this Agreement.

Provider:

_______________________

Signature

_______________________

Date

Client:

_______________________

Signature

_______________________

Date

Note: This is a template only. Consult a legal professional for your jurisdiction.

TEMPLATE #3 Billing

Professional Invoice Template

[YOUR COMPANY]

[Your Address]

[Email] | [Phone]

INVOICE

Invoice #: [INV-001]

Date: [DATE]

Due: [DUE DATE]

BILL TO:

[Client Name]

[Client Company]

[Client Address]

[Client Email]

Description Qty/Hours Rate Amount
[Service/Product Description] [1] $[0.00] $[0.00]
[Additional Item] [X] $[0.00] $[0.00]
Subtotal: $[0.00]
Tax (if applicable): $[0.00]
Total Due: $[TOTAL]

Payment Methods

Bank Transfer: [Bank Name] | Account: [XXXX] | Routing: [XXXX]

PayPal: [email@example.com]

Or pay online: [Payment Link]

Thank you for your business!

TEMPLATE #4 Operations

Client Onboarding Checklist

New Client: [CLIENT NAME]

Start Date: [DATE] | Project: [PROJECT NAME]

Before Kickoff

  • Contract signed and filed
  • Initial payment received
  • Client added to project management tool
  • Intake questionnaire completed
  • Welcome email sent
  • Kickoff call scheduled

During Kickoff Call

  • Review project scope and expectations
  • Confirm communication preferences
  • Establish feedback/revision process
  • Set milestone dates
  • Collect any missing assets/information

After Kickoff

  • Send kickoff summary email
  • Create project timeline/milestones
  • Set up recurring check-in (if applicable)
  • Add to client database/CRM
  • Begin work!

Notes:

TEMPLATE #5 Project Management

Project Brief Template

Project Brief: [PROJECT NAME]

Project Overview

[2-3 sentence summary of what this project is and why it matters]

Client

[Client Name/Company]

Point of Contact

[Name, Email, Phone]

Start Date

[DATE]

Deadline

[DATE]

Objectives

  • [Primary objective]
  • [Secondary objective]
  • [How success will be measured]

Target Audience

[Who is this for? Demographics, psychographics, pain points]

Deliverables

  • [Deliverable 1 with specifications]
  • [Deliverable 2 with specifications]
  • [Deliverable 3 with specifications]

Brand Guidelines / Style Notes

[Voice, tone, colors, fonts, dos and don'ts]

Reference / Inspiration

[Links to examples they like, competitors, mood boards]

Budget

$[AMOUNT]

Key Milestones

  • [DATE] - [Milestone 1]
  • [DATE] - [Milestone 2]
  • [DATE] - [Milestone 3]
  • [DATE] - Final delivery

Additional Templates Included

#6 Client Questionnaire

Discovery questions to send before starting any project

#7 Meeting Agenda

Structure for productive client meetings

#8 Progress Report

Weekly/monthly client update template

#9 Scope Change Request

Document when client asks for extras

#10 Project Close-Out

End-of-project summary and handoff

#11 Testimonial Request

Script for asking happy clients for reviews

#12 Referral Request

Email template for asking for referrals

#13 Rate Increase Letter

How to tell clients you're raising prices

#14 Service Menu

One-page overview of your offerings

#15 Case Study Template

Structure for writing client success stories

#16-20 Content Templates

Blog post, newsletter, social media, and more

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