Freelance Toolbelt
Freelancer Client Kit · $29

Win better clients and get paid on time

Ready-to-send emails, proposal templates and scripts for every stage of client work, from the first call to the final invoice. Fill in the brackets, send, and spend your time on the work instead of the wording.

Get the kit for $29 See what's inside
  • One-time purchase
  • Instant download
  • PDF, HTML and editable text files

Who it's for

Freelancers and solo consultants who sell services and are tired of writing the same difficult emails from scratch.

It's for you if

  • You sell a service: design, development, writing, marketing, consulting, admin support or similar.
  • You rewrite the same proposals and emails every time a new client appears.
  • You've done extra work for free because you weren't sure how to say "that's extra".
  • You've waited weeks on an invoice and felt awkward chasing it.
  • You want to raise your rates or offer a retainer, but can't find the right words.

It's probably not for you if

  • You need a lawyer-drafted contract. The kit includes a clause checklist to take to a lawyer, not a contract.
  • You want guaranteed results. Templates make your expectations clear; they can't make every client reasonable.
  • You already have a full set of templates you're happy with.

Every stage of a client relationship

Most client problems show up late, as unpaid invoices or endless revisions, but start early. The kit follows the whole lifecycle so you have the right words at each step.

  1. Find
  2. Qualify
  3. Propose
  4. Agree
  5. Onboard
  6. Deliver
  7. Get paid
  8. Grow

What's inside

Ten modules, each one ready to use on its own. Every template uses [BRACKETED] placeholders for your details.

01

Start here

How to use the kit and set your defaults once.

  • Client lifecycle map (8 stages)
  • House Rules worksheet (17 settings)
  • First-hour setup checklist
02

Discovery

Qualify clients and talk budget before you write a proposal.

  • 30-minute discovery-call script
  • 25-question intake questionnaire
  • 20-point red-flag client checklist
  • 5 emails, including 2 polite declines
03

Proposals

Three options, one clear price, an easy yes.

  • 3 full proposal templates: web/design, writing/content/marketing, consulting/strategy
  • Three-tier pricing method with a worked example
  • Quick one-page proposal email
  • Sending email + 3 follow-ups
04

Scope & change control

Turn "can you just…" into paid work, calmly.

  • Scope-of-work template
  • 40-item out-of-scope list starter
  • Change-request form + 3 emails
  • 8 in-the-moment scope scripts
05

Pricing scripts

Say your number without flinching, and keep it.

  • 5 scripts for stating your price
  • Answers to 10 common objections
  • 2 rate-increase letters + pushback reply
  • Retainer offer email + terms one-pager
06

Onboarding

Start every project with clear expectations.

  • 4 emails: welcome, asset request, communication expectations, kickoff recap
  • 60-minute kickoff agenda
  • Before / during / after kickoff checklist
07

Getting paid

Follow up on schedule, politely, until it's paid.

  • 7-email follow-up sequence: before due → final notice
  • Deposit request and invoice emails
  • Late-fee notice and payment-plan offer
  • Pause-work and resume-work emails, phone script, chase log
08

Contract clause checklist

Understand your contract before a lawyer reviews it. Educational, not legal advice.

  • 28 clauses explained in plain English
  • 12-point red-pen list for contracts clients send you
  • 10 questions to ask your lawyer
09

Offboarding & growth

Turn finished projects into testimonials, referrals and repeat work.

  • 7 emails: wrap-up, testimonial request and approval, 2 referral requests, case-study permission, 90-day check-in
  • Testimonial questionnaire and case-study template
  • Wrap-up checklist and 10-minute retrospective
10

Outreach templates

Start conversations without sounding like spam.

  • 15 cold and warm outreach templates
  • Warm intros, past clients, agencies, partners, job posts, inbound replies, upsells

Free sample: the "one week overdue" email

This is email 4 of the 7-email payment follow-up sequence in module 07, exactly as it appears in the kit. Copy it and use it, whether or not you buy.

Getting paid · Email 4 of 7 · One week overdue

Subject: Invoice [INVOICE NUMBER] is one week overdue

Hi [CLIENT FIRST NAME],

I'm following up on invoice [INVOICE NUMBER] for [AMOUNT], which was due on [DUE DATE] and is now one week overdue. I haven't seen a payment come through yet, so I wanted to check in.

Could you let me know when I can expect payment? If it has already been sent, please reply with the date and method so I can match it on my side.

If something is holding it up, such as a missing PO number, a question about the invoice, or someone else who needs to approve it, tell me and I'll help sort it out right away.

Here's everything you need to pay:
- Invoice: [INVOICE NUMBER] (attached again)
- Amount due: [AMOUNT]
- Pay online: [PAYMENT LINK]
- Bank transfer: [BANK TRANSFER DETAILS]

Thanks for taking care of this,
[YOUR NAME]

Why it works

It states the facts without accusation, asks one direct question (when?), and removes every excuse in advance: a lost invoice, a missing PO number, an approval bottleneck.

In the kit, it sits between a gentle three-day nudge and a firmer two-week email that mentions late-fee terms, so you always know what to send next.

How it works

  1. Download the kitEvery module as PDF, HTML and Markdown, plus one combined PDF of the whole kit.
  2. Set your House Rules onceDeposit, payment terms, revision rounds and response times, so every template stays consistent.
  3. Copy, fill in, sendPick the template for the moment, replace the [BRACKETS], read it once out loud, and send it.
One-time purchase

Get the Freelancer Client Kit

$29

One-time purchase, instant download, lifetime updates.

Digital download: all sales are final and there are no refunds. Check the full module list above before you buy.

  • All 10 modules as PDF, HTML and editable Markdown
  • One combined PDF of the whole kit, ready to print
  • Use the templates with as many clients as you like
  • Updated files at no extra cost if the kit is revised
Get the kit for $29

Payment is handled by our checkout provider. The Freelance Toolbelt tools stay free, private and signup-free either way.

Frequently asked questions

What exactly do I get?

A downloadable kit of 10 modules covering discovery, proposals, scope and change control, pricing, onboarding, getting paid, contract clauses, offboarding and outreach. It includes 56 ready-to-send email and message templates, 3 complete proposal templates, and fill-in documents such as a scope of work, a change-request form and a 25-question intake questionnaire.

What format is it in?

PDF for reading and printing, HTML pages that open in any browser for easy copying, and plain-text Markdown files for notes apps and text expanders. The content is the same in every format, and you don't need any special software.

Is this a contract template?

No. Module 8 is a plain-English checklist of the clauses freelancers commonly include, with explanations, so you can review your own contract and go to a lawyer with better questions. It is educational, not legal advice. Have a qualified lawyer draft or review your contract.

Will it work for my kind of freelancing?

It is written for freelancers who sell services: designers, developers, writers, marketers, consultants, virtual assistants and similar. The proposals module has separate templates for web and design, writing and content, and consulting work. Every template uses [BRACKETED] placeholders, so you fill in your own services, prices and terms.

Is it a subscription?

No. It is a one-time purchase. You pay once and keep the files.

What does lifetime updates mean?

If the kit is revised, the updated files are added to your purchase at no extra cost, and you can download them again from the store where you bought it.

Can I use the templates with my own clients?

Yes. You can edit and send them in your own business, with as many clients as you like. You can't resell, share or publish the kit itself.

Does it work outside the US?

Yes. The templates are written in plain English with placeholders for currency, dates and terms. Rules on contracts, late fees and debt collection differ between countries and states, and the kit points out where to check your local rules.

How is this different from the free Freelance Toolbelt tools?

The free tools create documents and run calculations, such as invoices, proposals and payment reminders. The kit covers the conversations around them: what to ask on a discovery call, how to answer price objections, how to handle scope changes and how to ask for referrals. The free tools stay free either way.

Spend your time on the work, not the wording

Proposals, scope changes, price conversations and payment reminders, written once and ready whenever you need them.

Get the kit for $29
Project Proposal GeneratorTurn your scope and pricing into a clean, printable proposal. Payment Reminder Email GeneratorWrite a polite, firm reminder for any overdue invoice. Late Payment Fee CalculatorWork out the late fee or interest on an overdue invoice. Freelance Hourly Rate CalculatorWork out what to charge to hit your income goal.