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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Email marketing: Discovery questionnaire

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Coaches & Consultants
Use this form before or as part of your discovery call to inform creating your proposal for a new email strategy client.

Content strategy: Discovery questionnaire

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Coaches & Consultants
Use this form before or as part of your discovery call to inform creating your proposal for a new content strategy client.

Business strategy consulting: Discovery questionnaire

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Coaches & Consultants
Use this form before or as part of your discovery call to inform creating your proposal for a new business strategy client.

Consultants: Discovery questionnaire

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Coaches & Consultants
Use this form before or as part of your discovery call to inform creating your proposal for a new client.

Consultants: Intake form

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

Consultants: Website form

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

Coaches: Testimonial request form

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

Coaches: Onboarding questionnaire

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

Coaches: Intake form

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

Strategic planning: Discovery questionnaire

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Coaches & Consultants
Use this form before or as part of your discovery call to inform creating your proposal for a strategic planning client.

Personal branding and marketing: Discovery questionnaire

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Coaches & Consultants
Use this form before or as part of your discovery call to inform creating your proposal for a personal branding client.

Coaches: Discovery questionnaire

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Coaches & Consultants
Use this form before or as part of your discovery call to inform creating your proposal for a new client.

Coaches: Website form

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

Social media marketers: Website form

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Digital Marketers
Use this form on your website to collect interested leads for your social media content services.

Keyword research and strategy: Discovery questionnaire (SEO)

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Digital Marketers
Use this form to collect information about a client's current keyword research knowledge and what they would like improved.

SEO strategists: Discovery questionnaire

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Digital Marketers
Use this form before your discovery call as a way to inform creating your proposal for a new client.

SEO strategists: Client onboarding questionnaire

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

SEO strategists: Strategy proposal

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Digital Marketers
This SEO 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 e-signatures.

Brand designers: Deliverable + work for review

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

SEO strategists: Testimonial review

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Digital Marketers
Use this form to collect a review from a past client that you can use for your own marketing.