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Free templates for client work

Quotes, proposals, contracts, briefs and checklists for working with clients. 12 real Word and PDF files, most with a filled-in example.

1 Win the work Rates, proposals, quotes and follow-ups 2 Agree the terms Contracts and the statement of work 3 Run the project Briefs and onboarding 4 Keep the client Ongoing monthly work

1Win the work

Page 1 of the rate card template Rate card template Your services and prices on one page: projects, ongoing plans and hourly work. WordPDFexampleGet it → Page 1 of the consulting proposal template Consulting proposal template Their situation, your approach in phases, and three options so they choose which, not whether. WordPDFexampleGet it → Page 1 of the quote template Quote template A fixed price for defined work, with what is and is not included, and a way to accept. WordPDFexampleGet it → Page 1 of the estimate template Estimate template A range, not a fixed price: hours per task, your rate, and what could change the number. WordPDFexampleGet it → Page 1 of the follow-up email templates Follow-up email templates Six short emails for after a proposal or quote, from the first check-in to the last one. WordPDFGet it → Page 1 of the case study template Case study template Challenge, approach, result, quote: the four parts that make a client story persuasive. WordPDFexampleGet it →

2Agree the terms

Page 1 of the service agreement template Service agreement template The ground rules with a client, signed once: payment, ownership, liability, ending it. WordPDFexampleGet it → Page 1 of the freelance contract template Freelance contract template A one-off job in one document: deliverables, payment, revisions, cancellation, ownership. WordPDFexampleGet it → Page 1 of the statement of work template Statement of work template Deliverables, exclusions, dates and payments for one project. With a filled-in website example. WordPDFexampleGet it →

3Run the project

Page 1 of the creative brief template Creative brief template One page that says what to make, for whom, by when, and how success is measured. WordPDFexampleGet it → Page 1 of the client onboarding checklist Client onboarding checklist From signed contract to first deliverable, with a kickoff agenda and a welcome email to copy. WordPDFGet it →

4Keep the client

Page 1 of the retainer agreement template Retainer agreement template Steady monthly work: hours or output per month, the fee, and what happens to unused hours. WordPDFexampleGet it →
Real filesWord and PDF you can edit, not a page of text to copy.
Filled-in examplesSee every section completed for a real-looking project first.
Plain EnglishWhat each section does and what to decide in it.

Which one do you need?

Situation Use
New client, more than one project likely Service agreement, then a statement of work per project
One-off project Statement of work with payment and ownership terms in it
Client just signed Client onboarding checklist
Ongoing monthly work Retainer agreement
A lead asks what you charge Rate card, then a quote
One-off freelance job Freelance contract
Proposal sent, no reply Follow-up email templates

The agreements are starting points, not legal advice. For large contracts, have a lawyer review them.

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