Everything you need to take on a client without the awkward parts. A PDF guide with every template written out in full, plus a working tracker spreadsheet.

The guide (PDF):
• The five-stage onboarding sequence, from enquiry call to testimonial
• Proposal template with three-option pricing
• Scope of work template — including the ‘not included’ section that prevents scope creep
• Contract template, 12 plain-language clauses covering payment, IP, revisions and cancellation
• Kickoff questionnaire — 27 questions to ask before you start
• Invoicing and the five-step chase sequence for late payers
• Ten client red flags, and a script for saying no

The tracker (XLSX) — six tabs, 750 live formulas:
• Clients, Projects, Invoice Tracker with automatic overdue flags
• Money Dashboard — outstanding, overdue, collection rate, average days to get paid
• Rate Calculator — the hourly rate your target income actually requires

Instant download. Free updates included. The contract template is a practical starting point, not legal advice.