The client process, written down before the job starts.
24 files for freelancers who get vague requests, extra work, and late invoices. Paste into Google Docs, Word, or Sheets. Prompts draft the words. You still set the price.
$15 one-time
24 templates + a prompt sheet. Download a zip. No subscription.
Files: 23 markdown pages you can paste into Docs or Word, 1 CSV tracker for Sheets or Excel, 1 prompt sheet for ChatGPT or Claude.
What a page looks like
Weekly update
Project: Northline site
Week of: 8 Sep
Done
- First draft sent
Next
- Revision round 1 — by Friday
Blocked
- Need the logo file by Wednesday
Decision needed
None
Inside the zip
- Client inquiry reply
- Discovery questionnaire
- Proposal
- Scope of work
- Kickoff checklist
- Welcome packet
- Project timeline
- Weekly update
- Meeting notes
- Revision request
- Scope change request
- Extra work quotation
- Invoice tracker
- Invoice reminder
- Overdue invoice sequence
- Pause work notice
- Project completion checklist
- Testimonial request
- Referral request
- Client offboarding
- Client dashboard
- Freelancer SOP
- Prompt sheet
- License
Use it
- Send the inquiry reply. Do not quote yet.
- Send the questionnaire. Write the proposal only after the answers exist.
- Start work after the start invoice is paid.
- Send the weekly update on the same weekday.
- New work goes on the change form. Late invoices follow the overdue sequence.
Who it is for
A freelancer selling a defined piece of work. Not a productized law firm, and not a tax tool.
Support: 6371minmin@gmail.com