Welcome to Your Freelance Success Hub

Tailored Templates for Every Freelancer's Needs

Explore our collection of expertly crafted templates. From savvy business pitches to professional invoices, we have a template for every aspect of your freelance business.
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Send agreement

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Creative Professionals
Use this email to send your awesome tailored proposal to your client.

Meeting follow-up

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Creative Professionals
Send this email after a meeting to share next steps.

Meeting reminder

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Creative Professionals
Send this email before a meeting at your selected time to remind your client to show up.

Meeting scheduler confirmation

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Creative Professionals
Send this email as confirmation that a meeting has been scheduled

Past due notification

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Creative Professionals
Configure to send this email automatically when your client has missed their payment due date.

Due date approaching

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Creative Professionals
This email template reminds your client that their unpaid invoice has a due date coming up.

Payment confirmation

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Creative Professionals
Send this email to confirm receipt of your client's payment.

New invoice

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Creative Professionals
Use this email to send your invoice for work you've completed or that is continuing.

Send form

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Creative Professionals
Use this email to send a form that lets you collect information from your client in any stage of your onboarding process.

Form confirmation email

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Creative Professionals
Use this email to send your proposal while highlighting key points for your client to take in.

Deposit invoice

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Creative Professionals
Use this email template when you create a deposit invoice and share using the Moxie email. This template works perfectly with the newly attached deposit invoice.

Website form

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Creative Professionals
Embed this form on your website (or link as your cold pitch email signature) to collect information for inbound leads.

Testimonial request form

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Creative Professionals
Use this form to ask for a testimonial that you can use on your own marketing site.

Client onboarding form

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Creative Professionals
Use this form as the first step in your client onboarding to set up clear communication and expectations.

Client intake form

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Creative Professionals
Use this form for clients who have been referred to you or link as your email signature.

File upload invoice

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Creative Professionals
This invoice has a space for you to upload a project brief along with your invoice. Or any other file attachment you need to include with your invoice.

Essential invoice

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Creative Professionals
A clean invoice with all essential information for your detailed clients.

Compliance header invoice

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Creative Professionals
Use this invoice to include a compliance header on your invoice.

Two column invoice

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Creative Professionals
This invoice has two columns for quickly and cleanly conveying payment information to your client.

Web developers: Waiting list

This email lets your potential client know that your schedule is currently full, but you could place them on a waiting list for a set amount of time.

Web designers: Waiting list

This email lets your potential client know that your schedule is currently full, but you could place them on a waiting list for a set amount of time.

Web developers: Testimonial request

Use this email to request a review that you can use on your website or other marketing materials.

Web designers: Testimonia request

Use this email to request a review that you can use on your website or other marketing materials.

Web developers: Response to hourly rate inquiry

This email template sends your proposal to a client who has asked you to quote an hourly rate. It shares why your rates are set the way that they are and offers a meeting scheduled for follow-up.

Web designers: Response to hourly rate inquiry

This email template sends your proposal to a client who has asked you to quote an hourly rate. It shares why your rates are set the way that they are and offers a meeting scheduled for follow-up.

Web developers: Reconnecting with past clients

This email is designed for you to remind a past client of your existence and awesomeness.

Web designers: Reconnecting with past clients

This email is designed for you to remind a past client of your existence and awesomeness.

Web developers: Recap + next step

This email summarizes your conversation after a meeting with a prospect and let them know when they can expect to see a proposal.

Web designers: Recap + next steps

This email summarizes your conversation after a meeting with a prospect and let them know when they can expect to see a proposal.

Web developers: Rate increase

Use this email template to let your client know about your new prices.

Web designers: Rate increase

Use this email template to let your client know about your new prices.

Web developers: Send proposal

Use this email to send your proposal while highlighting key points for your client to take in.

Web designers: Send proposal

Use this email to send your proposal while highlighting key points for your client to take in.

Web developers: Proposal follow-up

Use this email to check-in on a proposal that you've sent to a potential client.

Web designers: Proposal follow-up

Use this email to check-in on a proposal that you've sent to a potential client.

Web developers: Project reject

Use this email to let a prospective client know that you are not the right fit. This template includes space for you to recommend another freelancer or company that might be a better fit.

Web designers: Project reject

Use this email to let a prospective client know that you are not the right fit. This template includes space for you to recommend another freelancer or company that might be a better fit.

Web developers: Project kick-off

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Use this email to begin work with a client and assign them some initial tasks to get you the information that you need as the foundation for your project.

Web designers: Project kick-off

Use this email to begin work with a client and assign them some initial tasks to get you the information that you need as the foundation for your project.

Web developers: Project inquiry and initial discovery

Use this email to learn more about a prospects coaching needs. It invites them to schedule an initial meeting with you and has stock questions for them to answer that will help inform your discovery conversation.

Web designers: Project inquiry and initial discovery

Use this email to learn more about a prospects coaching needs. It invites them to schedule an initial meeting with you and has stock questions for them to answer that will help inform your discovery conversation.

Web developers: Introduction by referral

Use this email to introduce yourself to a new prospect that was referred to you by a previous client or contact. This gives space for you to share your tailored approach and offers to set up a call.

Web designers: Introduction from referral

Use this email to introduce yourself to a new prospect that was referred to you by a previous client or contact. This gives space for you to share your tailored approach and offers to set up a call.

Web developers: Deliverable/work for review

This email template requests the client's approval and feedback with specific questions for them to consider.

Web designers: Deliverable/work for review

This email template requests the client's approval and feedback with specific questions for them to consider.

Web developers: Cold pitch email

Use this email to cold pitch a client you are excited to work with.

Web designers: Cold pitch

Use this email to cold pitch a client you are excited to work with.

Web developers: After meeting follow-up

Use this email template as a follow-up from your meeting to let your client know when to expect a proposal to be sent to them.

Web designers: After meeting follow-up

Use this email template as a follow-up from your meeting to let your client know when to expect a proposal to be sent to them.

Website support and maintenance proposal

Use this proposal for recurring website maintenance services.

E-commerce web design proposal

Use this proposal to share your web design services for an e-commerce site. This template includes several pricing options, e-signatures, and legal terms.

Web development proposal

This proposal lays out what your client needs from a web developer and offers two tiers of tailored solutions with optional training sessions at an additional fee. It includes an embedded meeting scheduler for project kick off as well as a payment plan and legal terms.

Website design proposal

Use this proposal to share your web design services. This template includes several pricing options, e-signatures, and an embedded client onboarding form.

Web developers: Testimonial request form

Use this form to ask for a testimonial that you can use on your own marketing site.

Web developers: Client onboarding questionnaire

Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.

Web developers: Discovery questionnaire

Use this form to collect information about a client's needs for website development.

Web developers: Client intake form

Use this form for clients who have been referred to you or link as your email signature.

Web developers: Website form

Embed this form on your website to collect information from interested prospects

Web designers: Testimonial request form

Use this form to ask for a testimonial that you can use on your own marketing site.

Web designers: Onboarding questionnaire

Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.

Website redesign: Discovery questionnaire

Use this form to collect information about a client's needs for website redesign.

E-commerce website design: Discovery questionnaire

Use this form to collect information about a client's needs for an e-commerce website design.

Web designers: Discovery questionnaire

Use this form to collect information about a client's needs for website design.

Web designers: Intake form

Use this form for clients who have been referred to you or link as your email signature.

Web designers: Website form

Embed this form on your website to collect information from interested prospects

Virtual assistants: Waiting list

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Virtual Assistants
This email lets your potential client know that your schedule is currently full, but you could place them on a waiting list for a set amount of time.

Virtual assistants: Testimonial request

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Virtual Assistants
Use this email to request a review that you can use on your website or other marketing materials.

Virtual assistants: Response to hourly rate inquiry

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Virtual Assistants
This email template sends your proposal to a client who has asked you to quote an hourly rate. It shares why your rates are set the way that they are and offers a meeting scheduled for follow-up.

Virtual assistants: Reconnecting with past clients

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Virtual Assistants
This email is designed for you to remind a past client of your existence and awesomeness.

Virtual assistants: Recap + next step

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Virtual Assistants
This email summarizes your conversation after a meeting with a prospect and let them know when they can expect to see a proposal.

Virtual assistants: Rate increase

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Virtual Assistants
Use this email template to let your client know about your new prices.

Virtual assistants: Send proposal

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Virtual Assistants
Use this email to send your proposal while highlighting key points for your client to take in.

Virtual assistants: Proposal follow-up

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Virtual Assistants
Use this email to check-in on a proposal that you've sent to a potential client.

Virtual assistants: Project reject

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Virtual Assistants
Use this email to let a prospective client know that you are not the right fit. This template includes space for you to recommend another freelancer or company that might be a better fit.

Virtual assistants: Project kick-off

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Virtual Assistants
Use this email to begin work with a client and assign them some initial tasks to get you the information that you need as the foundation for your project.

Virtual assistants: Project inquiry + initial discovery

See a PreviewMore Details
Virtual Assistants
Use this email to learn more about a prospect's needs. It invites them to schedule an initial meeting with you and has stock questions for them to answer that will help inform your discovery conversation.

Virtual assistants: Introduction from referral

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Virtual Assistants
Use this email to introduce yourself to a new prospect that was referred to you by a previous client or contact. This gives space for you to share your tailored approach and offers to set up a call.

Virtual assistants: Deliverable/work for review

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Virtual Assistants
This email template requests the client's approval and feedback with specific questions for them to consider.

Virtual assistants: Cold pitch email

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Virtual Assistants
Use this email to cold pitch a client you are excited to work with.

Virtual assistants: After meeting follow-up

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Virtual Assistants
Use this email template as a follow-up from your meeting to let your client know when to expect a proposal to be sent to them.

Event planning and coordination proposal

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Virtual Assistants
Use this agreement to propose your tailored solution for adminstrative support.

Customer support proposal

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Virtual Assistants
Use this agreement to share your customer support assistance with a prospective client.

Administrative support proposal

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Virtual Assistants
Use this agreement to propose your tailored solution for adminstrative support.

Virtual assistant proposal

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Virtual Assistants
Use this agreement to share the problems your client is facing and how you can solve them with these tailored solutions and costs.

Virtual assistants: Testimonial request form

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Virtual Assistants
Use this form to ask for a testimonial that you can use on your own marketing site.

Virtual assistants: Onboarding questionnaire

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Virtual Assistants
Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.

Event planning and coordination: Discovery questionnaire

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Virtual Assistants
Use this form to collect information about a prospect so you can create a tailored proposal based on their event coordination needs.

Customer support: Discovery questionnaire

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Virtual Assistants
Use this form to collect information about a prospect so you can create a tailored proposal based on their customer support needs.

Administrative support: Discovery questionnaire

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Virtual Assistants
Use this form to collect information about a prospect so you can create a tailored proposal based on their administrative needs.

Virtual assistants: Discovery questionnaire

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Virtual Assistants
Use this form to collect information about a prospect so you can create a tailored proposal based on their virtual assistant needs.

Virtual assistants: Intake form

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Virtual Assistants
Use this form for clients who have been referred to you or link as your email signature.

Virtual assistants: Website form

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Virtual Assistants
Embed this form on your website to collect information from interested prospects

Social media marketers: Waiting list

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Digital Marketers
This email lets your potential client know that your schedule is currently full, but you could place them on a waiting list for a set amount of time.

SEO strategists: Waiting list

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Digital Marketers
This email lets your potential client know that your schedule is currently full, but you could place them on a waiting list for a set amount of time.

Social media marketers: Testimonial request

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Digital Marketers
Use this email to request a review that you can use on your website or other marketing materials.

SEO strategists: Testimonial request

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Digital Marketers
Use this email to request a review that you can use on your website or other marketing materials.

Social media marketers: Response to hourly rate inquiry

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Digital Marketers
This email template sends your proposal to a client who has asked you to quote an hourly rate. It shares why your rates are set the way that they are and offers a meeting scheduled for follow-up.

SEO strategists: Response to hourly rate inquiry

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Digital Marketers
This email template sends your proposal to a client who has asked you to quote an hourly rate. It shares why your rates are set the way that they are and offers a meeting scheduled for follow-up.

Social media marketers: Reconnecting with past clients

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Digital Marketers
This email is designed for you to remind a past client of your existence and awesomeness.

SEO strategists: Reconnecting with past clients

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Digital Marketers
This email is designed for you to remind a past client of your existence and awesomeness.