{"title":"Freelance \u0026 Consulting Templates","description":"\u003cp\u003ePricing, proposal and client paperwork kits for freelancers, consultants and other professional-services businesses.\u003c\/p\u003e","products":[{"product_id":"freelance-rate-calculator-consulting-proposal-template","title":"Freelance Rate Calculator \u0026 Consulting Proposal Template","description":"\u003cp\u003eThis freelance rate calculator and consulting proposal template helps you find the rate your business actually needs, price projects as three clear options, and keep scope creep in check.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e Freelancers, independent consultants, coaches and one-person agencies in the US who set rates by gut feel, quote projects as a single number, or keep doing 'quick extras' for free.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eThe problem it solves:\u003c\/strong\u003e A rate copied from a job board ignores taxes, benefits, expenses and the hours you can't bill. This kit works out your floor and target rates from the income you need and your honest billable hours, prices each project from its phases with a contingency buffer, presents three options on a one-page proposal, prices every scope change, and checks your effective hourly rate after each project.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRate \u0026amp; Proposal Workbook (EXAMPLE + BLANK, .xlsx)\u003c\/li\u003e\n\u003cli\u003eFreelance Pricing Playbook (PDF)\u003c\/li\u003e\n\u003cli\u003eClient Services Agreement and Statement of Work templates (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eDiscovery Call Questionnaire, Change Request Form, Project Kickoff and Wrap-Up Checklist (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eAI Prompt Pack: 25 prompts (PDF + TXT)\u003c\/li\u003e\n\u003cli\u003eStart Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eOn My Rate, enter the pay you want, allowances, business expenses, time off, hours and billable share.\u003c\/li\u003e\n\u003cli\u003eOn Project Pricer, list the phases with estimated hours and mark which option includes each.\u003c\/li\u003e\n\u003cli\u003ePrint the Proposal, then turn the chosen option into a Statement of Work under the Client Services Agreement.\u003c\/li\u003e\n\u003cli\u003eLog and price out-of-scope requests on Scope Changes.\u003c\/li\u003e\n\u003cli\u003eTrack leads, follow-ups and actual hours on Pipeline; review win rate and effective rate on the Dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEvery number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation.\u003c\/li\u003e\n\u003cli\u003eTemplates aren't legal advice; tax lines are placeholders. Have your own professionals review them.\u003c\/li\u003e\n\u003cli\u003eThe tools help you run your business; they don't guarantee income or results.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending).\u003c\/li\u003e\n\u003cli\u003eIf your work is a licensed profession (for example accounting, legal, financial, engineering or health services), extra licensing, engagement-letter and disclosure rules may apply. These templates don't cover them.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eNeed a website?\u003c\/strong\u003e Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one business; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. The people shown are fictional, not customers.\u003c\/p\u003e","brand":"The Collective's Digital Archive","offers":[{"title":"Default Title","offer_id":67661604257970,"sku":"DPF-004","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/6282\/5138\/files\/DPF-004-cover-people-1600x1200.png?v=1791553664"},{"product_id":"retainer-agreement-template-client-onboarding-checklist","title":"Retainer Agreement Template \u0026 Client Onboarding Checklist","description":"\u003cp\u003eThis retainer agreement template and client onboarding checklist kit helps you price monthly packages from your real rate, set clear limits and overage, track hours, and onboard every new client the same way.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e Freelancers, consultants and one-person agencies in the US who have (or want) monthly retainer clients and want clear prices, limits and onboarding.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eThe problem it solves:\u003c\/strong\u003e A retainer priced by feel can quietly pay less than your minimum rate, and vague limits turn into unlimited work. This kit prices three packages from your own minimum rate with discounts and rounding, flags any package that pays below it, tracks each client's hours against their package, shows how full your month is, and walks every new client through nine onboarding steps.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRetainer \u0026amp; Onboarding Workbook (EXAMPLE + BLANK, .xlsx)\u003c\/li\u003e\n\u003cli\u003eRetainer Playbook (PDF)\u003c\/li\u003e\n\u003cli\u003eMonthly Retainer Agreement template (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eWelcome Packet, Onboarding Questionnaire, Monthly Retainer Report, Onboarding Checklist (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eAI Prompt Pack: 25 prompts (PDF + TXT)\u003c\/li\u003e\n\u003cli\u003eStart Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eOn My Rate, enter the pay you want, costs, weeks off, hours and billable share; set your hourly rate.\u003c\/li\u003e\n\u003cli\u003eBuild up to three packages on Retainer Pricer; fix any BELOW MINIMUM flag.\u003c\/li\u003e\n\u003cli\u003eAdd clients on Retainer Clients and log time on Hours Log; watch NEAR LIMIT and OVER.\u003c\/li\u003e\n\u003cli\u003eCheck Capacity before taking on more work.\u003c\/li\u003e\n\u003cli\u003eTrack each new client through the Onboarding Tracker with the welcome packet, questionnaire and checklist.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEvery number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation.\u003c\/li\u003e\n\u003cli\u003eTemplates aren't legal advice; tax lines are placeholders. Have your own professionals review them.\u003c\/li\u003e\n\u003cli\u003eThe tools help you run your business; they don't guarantee income or results.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending).\u003c\/li\u003e\n\u003cli\u003eIf your work is a licensed profession (for example accounting, legal, financial, engineering or health services), extra licensing, engagement-letter and disclosure rules may apply. These templates don't cover them.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eNeed a website?\u003c\/strong\u003e Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one business; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. 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This workbook follows each hour from the Time Log to an invoice to PAID, flags OVERDUE invoices, shows your value per hour logged (admin time included), tracks collected income month by month against an even pace toward your yearly goal, and estimates a tax set-aside from your own %.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eTime, Invoice \u0026amp; Income Workbook (EXAMPLE + BLANK, .xlsx)\u003c\/li\u003e\n\u003cli\u003eFreelancer Money Playbook (PDF)\u003c\/li\u003e\n\u003cli\u003eInvoice Template and Client Time Report (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003ePayment Terms and Late-Payment Clauses TEMPLATE (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003ePayment Reminder Emails and Monthly Money Review Checklist (DOCX + PDF)\u003c\/li\u003e\n\u003cli\u003eAI Prompt Pack: 25 prompts (PDF + TXT)\u003c\/li\u003e\n\u003cli\u003eStart Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eOn Settings, enter the year, your income goal, default rate and payment terms, and your tax set-aside %.\u003c\/li\u003e\n\u003cli\u003eAdd clients with their own rate and terms.\u003c\/li\u003e\n\u003cli\u003eLog every block of work on the Time Log; type the invoice number on the rows you bill.\u003c\/li\u003e\n\u003cli\u003eAdd each invoice; time adds up automatically and status shows OPEN, OVERDUE or PAID.\u003c\/li\u003e\n\u003cli\u003eDo the Monthly Money Review with the Dashboard and Income vs Goal tabs.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eEvery number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation.\u003c\/li\u003e\n\u003cli\u003eTemplates aren't legal advice; tax lines are placeholders. Have your own professionals review them.\u003c\/li\u003e\n\u003cli\u003eThe tools help you run your business; they don't guarantee income or results.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending).\u003c\/li\u003e\n\u003cli\u003eThe tax set-aside is a % you choose, not a tax calculation. Ask a tax professional what to set aside and when to pay estimated taxes.\u003c\/li\u003e\n\u003cli\u003eSome states and cities, including New York and Illinois, have freelance worker laws with written-contract and payment-timing rules. The payment terms clauses are a template to have an attorney review.\u003c\/li\u003e\n\u003cli\u003eTexting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eNeed a website?\u003c\/strong\u003e Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one business; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. The people shown are fictional, not customers.\u003c\/p\u003e","brand":"The Collective's Digital Archive","offers":[{"title":"Default Title","offer_id":67662184612018,"sku":"DPF-011","price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/6282\/5138\/files\/DPF-011-cover-people-1600x1200.png?v=1791553708"}],"url":"https:\/\/shop.the-ai-collective.com\/collections\/family-professional-services.oembed","provider":"The Collectives Digital Archive","version":"1.0","type":"link"}