Templates | Freelance Workspace

Template Library

Reusable Client Workflow Tools

Keep common freelance documents, checklists, and message references organized by client stage so each project starts with a repeatable process.

Discovery

Discovery Questions

Client intake and project discovery prompts

Use before quoting to clarify goals, pages, content, timeline, and scope.

Agreements

PDFs

Service agreements and project approvals

Future home for signable documents, scope agreements, and maintenance terms.

Delivery

Checklists

Project, launch, and handoff workflows

Use to keep freelance projects consistent from proposal to completion.

Client Process

Process Templates

Core templates for moving a client from discovery to proposal, approval, and project kickoff.

Discovery

Discovery Questionnaire

Future Form

Purpose: Gather project goals, business context, pages, content needs, and timeline.

Use when

A lead is interested but scope is not clear yet.

Future format: copyable form, PDF, or client intake page.

Proposal

Website Proposal Template

Future PDF

Purpose: Summarize project scope, recommended package, add-ons, price range, timeline, and next steps.

Use when

Discovery is complete and you are ready to quote.

Future format: copyable proposal or polished client PDF.

Approval

Project Scope Summary

Scope Control

Purpose: Confirm pages, deliverables, responsibilities, revisions, and launch expectations.

Use when

Client is ready to approve the project.

Future format: agreement attachment or project approval PDF.

Agreements

Agreement / PDF Templates

Future signable document references for project approval, scope protection, and support terms.

Agreement

Basic Service Agreement

Future PDF

Defines scope, payment terms, revisions, timeline, ownership, and client responsibilities.

Refresh

Website Refresh Agreement

Future PDF

Supports redesigns, visual refreshes, content cleanup, and existing-site improvements.

Support

Maintenance Agreement

Future PDF

Defines monthly or hourly support, update limits, response time, and billing terms.

Scope Control

Change Request Template

Future Form

Handles new work, additional revisions, extra pages, or post-approval changes.

Execution

Project Checklists

Internal delivery checklists for keeping projects organized from kickoff through launch and handoff.

Kickoff

Project Kickoff Checklist

Confirm project goals
Confirm pages
Confirm assets
Confirm timeline
Confirm communication method
Confirm next milestone

Content

Content Collection Checklist

Logo
Brand colors
Copy
Images
Contact details
Social links
Product/service info
Existing site access

Launch

Launch Checklist

Responsive testing
Link checks
Contact form test
SEO basics
Favicon
Browser title
Performance check
Deployment verification

Handoff

Handoff Checklist

Final review
Client approval
Access handoff
Maintenance option
Final invoice/payment
Portfolio permission
Testimonial/review request

Communication

Reusable Message Templates

Quick references for repeat client communication. Later, these can become copyable templates.

Initial Outreach Message

Use when contacting a potential client or local business lead.

Discovery Follow-Up

Use after a call or conversation to summarize goals and next steps.

Proposal Sent Message

Use when sending a quote, proposal, or recommended package.

Agreement Sent Message

Use when sending a service agreement or scope approval document.

Project Update Message

Use for progress updates, milestone check-ins, and timeline notes.

Review Request Message

Use when asking the client to review a draft, page, or final site.

Launch Complete Message

Use after deployment to confirm the project is live.

Testimonial Request

Use after a successful project to request feedback, a review, or permission.

Future System

Template System Notes

Static references first. Editable templates, copy actions, and PDF export can come later.

Future Template System

Store editable templates in localStorage
Add copy-to-clipboard buttons
Add template categories
Link templates to project status
Generate proposal notes from Pricing data
Export agreement drafts as PDFs
Track which templates were used for each project