{"product_id":"freelance-rate-calculator-retainer-bundle","title":"Freelance Rate Calculator, Retainer Agreement \u0026 Invoice Template Bundle","description":"\u003cp\u003eThis freelance business template bundle covers the whole client cycle: set your rate and send a proposal, move good clients onto a retainer, then track time, invoice and follow up on payments.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e Freelancers, consultants, coaches and one-person agencies who want their pricing, retainers and invoicing to work from the same rate.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's in the set (three kits + a set-only bonus)\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eFreelance Rate Calculator \u0026amp; Consulting Proposal Template (DPF-004):\u003c\/strong\u003e Rate \u0026amp; Proposal Workbook (EXAMPLE + BLANK, .xlsx); Freelance Pricing Playbook (PDF); Client Services Agreement and Statement of Work templates (DOCX + PDF); Discovery Call Questionnaire, Change Request Form, Project Kickoff and Wrap-Up Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRetainer Agreement Template \u0026amp; Client Onboarding Checklist (DPF-008):\u003c\/strong\u003e Retainer \u0026amp; Onboarding Workbook (EXAMPLE + BLANK, .xlsx); Retainer Playbook (PDF); Monthly Retainer Agreement template (DOCX + PDF); Welcome Packet, Onboarding Questionnaire, Monthly Retainer Report, Onboarding Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFreelance Time Tracking Spreadsheet \u0026amp; Invoice Template (DPF-011):\u003c\/strong\u003e Time, Invoice \u0026amp; Income Workbook (EXAMPLE + BLANK, .xlsx); Freelancer Money Playbook (PDF); Invoice Template and Client Time Report (DOCX + PDF); Payment Terms and Late-Payment Clauses TEMPLATE (DOCX + PDF); Payment Reminder Emails and Monthly Money Review Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eSet-only bonus: Freelance Client Workflow Roadmap: Proposal to Retainer to Paid Invoice\u003c\/strong\u003e (PDF): a guide that walks one client from rate and proposal to retainer to paid invoice across the three kits, with a weekly, monthly and quarterly money routine. It isn't sold separately; it comes only with this set.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eSet price:\u003c\/strong\u003e $69 for all three kits plus the set-only bonus. Each kit is also sold on its own.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eEvery number in the EXAMPLE files 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. 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\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\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\u003cli\u003eExcel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending).\u003c\/li\u003e\n\u003cli\u003eEach kit's own Start Here guide and page list the notes that apply to it.\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. A set counts as one purchase: one $39 credit, not one per kit. 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 set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set 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 set 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 for every kit in the set; 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":67662184906930,"sku":"BND-02","price":69.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/6282\/5138\/files\/BND-02-cover-people-1600x1200.png?v=1791554510","url":"https:\/\/shop.the-ai-collective.com\/products\/freelance-rate-calculator-retainer-bundle","provider":"The Collectives Digital Archive","version":"1.0","type":"link"}