Freelance proposal template
Template pack for freelancers
For coaches and tools that want freelancers coming back to their template.
Checklist
The new client checklist
Give this to freelancers who are new to the job or tired of avoidable disputes. Everything on it is easy to confirm in one message.
What will be delivered, what is not included, revisions, price and payment dates, who decides, how you will talk and who owns the work.
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
The same audience, 9 other formats.
Template pack for freelancers
For coaches and tools that want freelancers coming back to their template.
Cheat sheet for freelancers
For coaches and tools that serve freelancers who struggle with pricing.
Email scripts for freelancers
For anyone who sells to freelancers and wants them on their list.
Guide for freelancers
For coaches who want freelancers who are just starting out.
Swipe file for freelancers
For freelancers who finish good projects and never write them up.
Buyer's guide for freelancers
For freelance designers who want to be chosen for fit and clarity, not for the lowest quote.
Decision guide for freelancers
For freelancers who say yes to the wrong work because they were afraid to say no.
Mistakes list for freelancers
For freelancers who finish projects with less money and more hours than they planned.
Roadmap for freelancers
For freelancers who want a calm, fair routine for chasing late payments without losing the client.
The same format, written for 52 other niches.
Checklist for accountants
For accountants who want more small business clients before busy season.
Checklist for real estate agents
For agents who want listing leads from homeowners thinking of selling.
Checklist for financial advisors
For advisors who want prospects arriving prepared for the first meeting.
Checklist for consultants
For consultants who want other consultants and freelancers on their list.
Checklist for recruiters
For recruiters who want hiring managers on their list.
Checklist for course creators
For tools and coaches that serve course creators before a launch.
Checklist for fitness and nutrition coaches
For fitness coaches who want more beginners asking about coaching.
Checklist for marketing agencies
For agencies that want clients to see how carefully they work.
Checklist for business coaches
For business coaches who want new coaching clients to start well and stay longer.
Checklist for fractional executives
For fractional CMOs, CFOs and COOs who start new engagements several times a year.
Checklist for authors
For authors and ebook sellers who want a launch that keeps selling after the first week.
Checklist for photographers and videographers
For photographers and videographers who want other shooters, second shooters and assistants on their list.
Checklist for linkedIn creators and ghostwriters
For LinkedIn creators and ghostwriters who want other writers and founders building a presence on their list.
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
Checklist for SEO and content consultants
For SEO and content consultants who want in house marketers and writers on their list.
Checklist for career and executive coaches
For career and executive coaches who want professionals thinking about their next move on their list.
Checklist for health and wellness coaches
For health and wellness coaches who want people who struggle to switch off in the evening on their list.
Checklist for leadership coaches
For leadership coaches who want new and middle managers on their list.
Checklist for sales coaches
For sales coaches and trainers who want salespeople and founders who sell on their list.
Checklist for HR consultants
For HR consultants who want small business owners and managers who are about to hire on their list.
Checklist for IT consultants
For IT consultants and managed service providers who want small business owners without in house IT on their list.
Checklist for mortgage and insurance brokers
For mortgage and insurance brokers who want people planning to buy or move on their list.
Checklist for home improvement and solar installers
For solar installers who want homeowners thinking about panels on their list.
Checklist for architects and interior designers
For architects and interior designers who want homeowners planning a project on their list.
Checklist for small law firms
For small law firms who want people with a legal problem, who have not yet chosen a lawyer, on their list.
Checklist for speakers and trainers
For speakers and trainers who want newer speakers and subject experts who present on their list.
Checklist for life coaches
For life coaches who want people who feel busy but stuck on their list.
Checklist for property investors and landlord educators
For property investor and landlord educators who want new investors looking for their first or second property on their list.
Checklist for therapists and counsellors
For therapists and counsellors who want people looking for a therapist on their list.
Checklist for tutors and education consultants
For tutors and education consultants who want parents and adult learners looking for a tutor on their list.
Checklist for wedding planners
For wedding planners who want newly engaged couples on their list.
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Checklist for expat and international tax advisers
For expat tax advisers who want people planning a move abroad on their list.
Checklist for company formation and international business setup advisers
For company formation advisers who want founders on their list before they spend money.
Checklist for business brokers and M&A advisers
For business brokers and advisers who want owners thinking of selling on their list.
Checklist for franchise consultants and franchisors
For franchise consultants who want people thinking of buying a franchise on their list.
Checklist for immigration and visa consultants
For immigration advisers who want people planning a visa application on their list.
Checklist for software companies
For anyone who sells to software companies and wants founders and product teams on their list.
Checklist for letting agents and property managers
For letting agents and property managers who want landlords and new tenants on their list.
Checklist for buyer's agents and property sourcers
For buyer's agents and property sourcers who want home buyers on their list.
Checklist for real estate flippers
For property flippers who want first time flippers and small partners coming to them for a way to check a deal.
Checklist for home builders and renovators
For builders and renovators who want homeowners planning a project on their list.
Checklist for landscapers and garden designers
For garden designers and landscapers who want homeowners planning a garden on their list.
Checklist for AI automation agencies
For automation agencies that want business owners on their list before a first project.
Checklist for cosmetic and aesthetic clinics
For clinics who want patients to arrive informed and unhurried, and to choose them on care rather than on an offer.
Checklist for physical therapists
For physiotherapists who want people with a new pain or injury to find them before they book.
Checklist for nutritionists and dietitians
For nutritionists and dietitians whose new clients arrive unprepared and use the first session to gather basics.
Checklist for parenting, sleep and family coaches
For sleep and family coaches who want parents of toddlers and young children on their list.
Checklist for gym owners
For gym and studio owners who want prospects to visit prepared and join with their eyes open.
Checklist for cold email agencies
For agency owners who want clients and prospects to see that campaigns are launched with care.
Checklist for kitchen and bathroom remodellers
For kitchen and bathroom fitters who want the survey visit to end with a plan the client can say yes to.
Checklist for dental practices
For orthodontic and family dental practices who want new patients and parents to arrive prepared.
Free to start. No credit card.