Freelance and agency pack
Everything client work needs: rate calculator, proposal, contract, scope, onboarding, time tracking and retainer profitability.
Every file, and what it does
Open any one to see inside it before you buy
Freelance Contract
Every section drafted, clauses numbered and self-renumbering · The parties · The work
Freelance Rate Calculator
Enter what you must earn and what trading costs · Capacity works out how few hours you can sell · Rate ladder shows your rate at each billable ratio
Retainer Profitability Tracker
List each retainer with its fee and hours · Log hours delivered monthly; effective rate computes · Drift shows where a dying retainer first appears
Agency Capacity & Utilisation
List the team with capacity and billable target · Allocate people to projects on Allocation. Over-allocation flags itself · Pipeline weights likely work against your capacity
Time Tracking & Billable Hours
Log every entry, especially the unbillable ones · By client shows the rate you earn, not quote · Where it goes shows the week's cost before invoicing
Invoice & Payment Tracker
Log each invoice with date, terms and status · Ageing groups what is owed by how late · Client record shows who pays on time
Statement of Work
Every section drafted, clauses numbered and self-renumbering · The parties and the project · Objectives
Project Scope & Deliverables
Every section drafted, clauses numbered and self-renumbering · Project · What we are doing and why
Client Onboarding Questionnaire
Every section drafted, clauses numbered and self-renumbering · The basics · Who decides
Client Proposal
Every section drafted, clauses numbered and self-renumbering · Proposal details · The problem
This is for you if
- You are rebuilding these by hand right now and losing the afternoon to it
- You want the numbers visible so you can check and change them, not a tool that hides its own maths
- You would rather pay once and own the file than rent it
Not for you if
- You want something automated that plugs into your accounts. These are files you fill in.
Before you pay
What exactly do I receive?
10 separate files: 5 Excel, 5 Word. You download each one on its own, not a single zip to unpack.
Do I need to make an account?
No. Pay by card and the account is created for you, with a sign-in link emailed over. The files stay in it for good.
What opens them?
Excel workbooks as .xlsx and Word documents as .docx. They open in Excel and anything that reads those two formats.
Can I trust the numbers?
Every file passes automated checks before it ships: the arithmetic is replayed in a second language and has to match, and every cross-sheet reference is proved to land on a cell that exists. The formulas are visible, not hidden.
What if a file is updated?
You always download the current version. If a file is corrected or improved, the fix reaches you without paying again.
Can I get a refund?
No. Delivery is immediate and complete, so the sale is final, and that is in the terms rather than hidden. Which is why the images above are the real files inside: see what you are getting before you pay.