Welcome to Your Freelance Success Hub

Tailored Templates for Every Freelancer's Needs

Embarking on a freelance journey? You're not alone. Dive into our treasure trove of resources specifically designed for freelancers like you. 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. Join our community of skilled freelancers and gain insights from those who've mastered the art. Your solo adventure just got a solid partner — us!
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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

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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.