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.
Start your free trial
Professions
Template type
Reset All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Social media marketers: Recap + next step

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

SEO strategists: Recap + next step

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

Social media marketers: Rate increase

See a PreviewMore Details
Digital Marketers
Use this email template to let your client know about your new prices.

SEO strategists: Rate increase

See a PreviewMore Details
Digital Marketers
Use this email template to let your client know about your new prices.

Social media marketers: Send proposal

See a PreviewMore Details
Digital Marketers
Use this email to send your proposal while highlighting key points for your client to take in.

SEO strategists: Send proposal

See a PreviewMore Details
Digital Marketers
Use this email to send your proposal while highlighting key points for your client to take in.

Social media marketers: Proposal follow-up

See a PreviewMore Details
Digital Marketers
Use this email to check-in on a proposal that you've sent to a potential client.

SEO strategists: Proposal follow-up

See a PreviewMore Details
Digital Marketers
Use this email to check-in on a proposal that you've sent to a potential client.

Social media marketers: Project reject

See a PreviewMore Details
Digital Marketers
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.

SEO strategists: Project reject

See a PreviewMore Details
Digital Marketers
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.

Social media marketers: Project kick-off

See a PreviewMore Details
Digital Marketers
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.

SEO strategists: Project kick-off

See a PreviewMore Details
Digital Marketers
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.

Social media marketers: Project inquiry + initial discovery

See a PreviewMore Details
Digital Marketers
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.

SEO strategists: Project inquiry + initial discovery

See a PreviewMore Details
Digital Marketers
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.

Social media marketers: Introduction from referral

See a PreviewMore Details
Digital Marketers
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.

SEO strategists: Introduction from referral

See a PreviewMore Details
Digital Marketers
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.

Social media marketers: Deliverable/work for review

See a PreviewMore Details
Digital Marketers
This email template requests the client's approval and feedback with specific questions for them to consider.

SEO strategists: Deliverable/work for review

See a PreviewMore Details
Digital Marketers
This email template requests the client's approval and feedback with specific questions for them to consider.

Social media marketers: Cold pitch

See a PreviewMore Details
Digital Marketers
Use this email to cold pitch a client you are excited to work with.

SEO strategists: Cold pitch

See a PreviewMore Details
Digital Marketers
Use this email to cold pitch a client you are excited to work with.

Social media marketers: After meeting follow-up

See a PreviewMore Details
Digital Marketers
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.

SEO strategists: After meeting follow-up

See a PreviewMore Details
Digital Marketers
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.

Basic Invoice

See a PreviewMore Details
Creative Professionals
Use this invoice template to send clean, professional invoices to your clients.

Market research proposal

See a PreviewMore Details
Digital Marketers
This market research proposal includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, embedded meeting scheduler, and e-signatures.

Marketing automation proposal

See a PreviewMore Details
Digital Marketers
This marketing systems automation proposal includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, integrated payment, contract terms, and e-signatures.

Facebook ads strategy proposal

See a PreviewMore Details
Digital Marketers
This Facebook ads strategy proposal includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from and e-signatures.

Conversion Rate Optimization (CRO) proposal

See a PreviewMore Details
Digital Marketers
This CRO strategy agreement includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, legal contract terms, and an accept button.

Content marketing proposal

No items found.
This content marketing agreement includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, embedding client onboarding, and e-signatures.

Email marketing strategy proposal

See a PreviewMore Details
Digital Marketers
This email marketing agreement includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, contract terms, and e-signatures.

Lead generation strategy proposal

See a PreviewMore Details
Digital Marketers
This lead generation proposal includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, contract terms, integrated payment, and e-signatures.

Video content strategy proposal

See a PreviewMore Details
Digital Marketers
This video content strategy proposal includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, contract terms, and e-signatures.

Social media marketing proposal

See a PreviewMore Details
Digital Marketers
This social media strategy includes problem and solution statements as well as targeted outcomes. It features two recurring rate packages for clients to choose from, embedded meeting scheduler, and e-signatures.

SEO strategists: Client testimonial

See a PreviewMore Details
Digital Marketers
Use this form to ask for a testimonial that you can use on your own marketing site.

Local SEO campaign: Discovery questionnaire

See a PreviewMore Details
Digital Marketers
Use this form to collect information about a client's needs for local SEO.

Link building campaign: Discovery questionnaire

See a PreviewMore Details
Digital Marketers
Use this form to collect information about a client's link building strategy.

Website SEO audit: Discovery questionnaire

See a PreviewMore Details
Digital Marketers
Use this form to collect information so you can audit a client's current website for SEO.

SEO strategists: Client intake form

See a PreviewMore Details
Digital Marketers
Use this form for clients who have been referred to you or link as your email signature.

SEO strategists: Website form

See a PreviewMore Details
Digital Marketers
Embed this form on your website to collect information from interested prospects

Social media marketers: Testimonial request form

See a PreviewMore Details
Digital Marketers
Use this form to ask for a testimonial that you can use on your own marketing site.

Social media marketers: Onboarding questionnaire

See a PreviewMore Details
Digital Marketers
Use this form to collect all needed information from your new client as one of the first steps in their onboarding process.

Influencer marketing coordinator: Discovery questionnaire

See a PreviewMore Details
Digital Marketers
Gather information about your clients needs and expectations with this form so you can create a proposal that fits their needs.

Community managers: Discovery questionnaire

See a PreviewMore Details
Digital Marketers
Use this form as part of your discovery process to get every detail you need in one fell swoop so you can create the perfect proposal for your new client.

Content creation and management: Discovery questionnaire

See a PreviewMore Details
Digital Marketers
This form gathers client and project information before your discovery call to help you create a perfectly tailored proposal.

Social media marketers: Discovery questionnaire

See a PreviewMore Details
Digital Marketers
A questionnaire that does all the heavy lifting before your discovery call to get the information you need to create a spot-on, tailored proposal.

Social media marketers: Intake form

See a PreviewMore Details
Digital Marketers
Use this form for clients who have been referred to you or link as your email signature.

Graphic designers: Waiting list

See a PreviewMore Details
Graphic Designers
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.

Graphic designers: Testimonial request

See a PreviewMore Details
Graphic Designers
This email could be used as part of a workflow automation. You could also use it in tandem with one of our form templates that has specific questions for you to ask to collect a testimonial.

Graphic designers: Response to hourly rate inquiry

See a PreviewMore Details
Graphic Designers
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.

Graphic designers: Reconnecting with past clients

See a PreviewMore Details
Graphic Designers
This email is designed for you to remind a past client of your existence and awesomeness.

Graphic designers: Recap and next step

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

Graphic designers: Rate increase

See a PreviewMore Details
Graphic Designers
Use this email template to let your client know about your new prices. You got this.

Graphic designers: Send proposal

See a PreviewMore Details
Graphic Designers
Use this email to send your proposal while highlighting key points for your client to take in.

Graphic designers: Proposal follow-up

See a PreviewMore Details
Graphic Designers
Use this email to check-in on a proposal that you've sent to a potential client.

Graphic designers: Project reject

See a PreviewMore Details
Graphic Designers
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.

Graphic designers: Project kick-off

See a PreviewMore Details
Graphic Designers
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.

Graphic designers: Project inquiry and initial discovery

See a PreviewMore Details
Graphic Designers
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.

Logo designers: Deliverable/work for review

See a PreviewMore Details
Graphic Designers
This email template requests the client's approval on the new logo and feedback with specific questions for them to consider.

Graphic designers: Introduction from referral

See a PreviewMore Details
Graphic Designers
Use this email to introduce yourself to a new prospect that was referred to you by a previous client or contact.

Brand designers: Introduction from referral

See a PreviewMore Details
Graphic Designers
Use this email to introduce yourself to a new prospect that was referred to you by a previous client or contact.

Graphic designers: Deliverable/work for review

See a PreviewMore Details
Graphic Designers
This email template requests the client's approval and feedback with specific questions for them to consider.

Graphic designers: Cold pitch

See a PreviewMore Details
Graphic Designers
Use this email to cold pitch a client you are excited to work with.

Brand designers: Deliverable/work for review

See a PreviewMore Details
Graphic Designers
This email template requests the client's approval and feedback with specific questions for them to consider.

Graphic designers: After meeting follow-up

See a PreviewMore Details
Graphic Designers
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.

Print design proposal

See a PreviewMore Details
Graphic Designers
Use this agreement to lay out the pain points for your print design client and how you can solve them with tiers of tailored solutions.

Brand Design Proposal

See a PreviewMore Details
Graphic Designers
Use this agreement to lay out the pain points for your branding client and how you can solve them with tiers of tailored solutions.

Logo design proposal

See a PreviewMore Details
Graphic Designers
Use this agreement to lay out the pain points for your logo client and how you can solve them with tiers of tailored solutions.

Graphic design proposal

See a PreviewMore Details
Graphic Designers
Use this agreement to lay out the pain points for your graphic design client and how you can solve them with tiers of tailored solutions.

Brand designers: Onboarding questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to collect all needed information from your new branding client as one of the first steps in their onboarding process.

Brand designers: Discovery questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to get the details you need from your branding client to create an informed proposal.

Brand designer: Client intake form

See a PreviewMore Details
Graphic Designers
Use this form for clients who have been referred to you or link as your email signature.

Brand designers: Website form

See a PreviewMore Details
Graphic Designers
Embed this form on your website to collect information from interested prospects

New logo: Onboarding questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to collect all needed information from your new logo client as one of the first steps in their onboarding process.

New logo: Discovery questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to get the details you need from your new logo client to create an informed proposal.

New logo: Client intake form

See a PreviewMore Details
Graphic Designers
Use this form for clients looking for a new logo who have been referred to you or link as your email signature.

Graphic designers: Testimonial form

See a PreviewMore Details
Graphic Designers
Use this form to ask for a testimonial that you can use on your own marketing site.

Graphic designers: Onboarding questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to collect all needed information from your new graphic design client as one of the first steps in their onboarding process.

Advertising and marketing campaign: Discovery questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to get the details you need from your new advertising client to create an informed proposal.

Print material designers: Discovery questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to get the details you need from your print material client to create an informed proposal.

Graphic designers: Discovery questionnaire

See a PreviewMore Details
Graphic Designers
Use this form to get the details you need from your client to create an informed proposal.

Graphic designers: Intake form

See a PreviewMore Details
Graphic Designers
Use this form for clients who have been referred to you or link as your email signature.

Graphic designers: Website form

See a PreviewMore Details
Graphic Designers
Embed this form on your website to collect information from interested prospects

Coaches: Waiting list

See a PreviewMore Details
Coaches & Consultants
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.

Coaches: Testimonial email

See a PreviewMore Details
Coaches & Consultants
Use this email to request a review that you can use on your website or other marketing materials.

Coaches: Response to hourly rate inquiry

See a PreviewMore Details
Coaches & Consultants
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.

Coaches: Reconnecting with past clients

See a PreviewMore Details
Coaches & Consultants
This email is designed for you to remind a past client of your existence and awesomeness.

Coaches: Recap + next step

See a PreviewMore Details
Coaches & Consultants
This email summarizes your conversation after a meeting with a prospect and let them know when they can expect to see a proposal.

Coaches: Rate increase

See a PreviewMore Details
Coaches & Consultants
Use this email template to let your client know about your new prices.

Coaches: Send proposal

See a PreviewMore Details
Coaches & Consultants
Use this email to send your proposal while highlighting key points for your client to take in.

Coaches: Proposal follow-up

See a PreviewMore Details
Coaches & Consultants
Use this email to check-in on a proposal that you've sent to a potential client.

Coaches: Project reject

See a PreviewMore Details
Coaches & Consultants
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.

Coaches: Project kick-off

See a PreviewMore Details
Coaches & Consultants
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.

Coaches: Project inquiry + initial discovery

See a PreviewMore Details
Coaches & Consultants
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.

Coaches: Introduction from referral

See a PreviewMore Details
Coaches & Consultants
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.

Coaches: Cold pitch

See a PreviewMore Details
Coaches & Consultants
Use this email to cold pitch a client you are excited to work with.

Coaches: After meeting follow-up

See a PreviewMore Details
Coaches & Consultants
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.

Business strategy proposal

See a PreviewMore Details
Coaches & Consultants
Use this agreement to share the problems your client is facing and how you can solve them with your strategic, tailored solutions.

Marketing consulting proposal

See a PreviewMore Details
Coaches & Consultants
Use this agreement to lay out the pain points for your marketing client and how you can solve them with tiers of tailored solutions.

Coaching proposal

See a PreviewMore Details
Coaches & Consultants
Use this agreement to share the problems your client is facing and how you can solve them with these tailored solutions and costs.

Consultants: Testimonial request

See a PreviewMore Details
Coaches & Consultants
Use this form to ask for a testimonial that you can use on your own marketing site.

Consultants: Oboarding questionnaire

See a PreviewMore Details
Coaches & Consultants
Use this form as the first step in your client onboarding to set up clear communication and expectations.