$17.00 USD

Add the Project Pro Template Kit for just $27

Everything you need to manage projects from start to finish like a true pro: 

Kick-off meeting slides: A fill-in-the-blank model for ensuring everyone is 100% clear on the scope, reviewing timelines and deliverables, getting clear on roles, and taking action on next steps.  

Project plan & dashboard: Keep everything on track with a clear plan that gives everyone a comprehensive picture of the project plus an automated status dashboard.

Project budget tracker: Use this budget to keep you and the client on track from contract through completion. **Same budget template as the conversation to contract budget. 

Check-in meeting agenda: Get and give the info you need easily and organize your meetings with clients so you’re positioned as the expert driving the work forward.

Project update template: Send your clients regular, standardized updates with the key info they need so you’re not answering endless questions about “where things are at.”

Project debrief slides: This deck gives you a professional structure for reviewing results and understanding what worked/what can be better next time.

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Conversation to Contract Template Kit

Want to land your ideal clients and projects WITHOUT spending all of your time on calls and proposals that go nowhere?

📥 💸🤝

Want a proven method for recognizing nightmare clients and projects from the very first conversation?

👀 🤯🤬

These templates will give you a simple structure that establishes your authority and expertise with clients from the beginning so that they see you as an expert and allow you to drive the work forward.

💪🏻 A process for using your expertise to define what projects look like instead of just saying yes to everything.

👀 The exact questions to ask to identify projects that are doomed for failure BEFORE you get involved. 

📃 A seamless proposal system that positions you as the perfect fit AND protects you from project pitfalls. 

Download the templates, use them with your next client, and start landing projects that are the perfect fit for you. 

  • You’ll get a full package of fully editable templates that you can use in Word/Xcel/PPT or upload as Google docs/sheets/slides - no static PDFs here - these are tools you can actually use: 
  • Services one-pager template:  This is a step-by-step template to help you define what you do and how you do it, and then organize your services in a professional format for your clients. 
  • Pre-contract conversation script: A proven script for interviewing clients so that you understand what they actually want, uncover red flags, and get the information you need to write a winning proposal. 
  • Proposal template: A step-by-step template that utilizes information from your services one-pager and your client interview questions to write a seamless proposal in no time flat. This includes fill-in-the-blank sections for the project overview, scope & deliverables (including a timeline), and budget & billing. 
  • Project budget template:  For those more complicated projects, an Xcel template that has all of the pieces you need for a professional project budget. 

Freelancers get stuck on the proposal process because they try to “customize” everything to fit exactly what their client thinks they need instead of trusting their expertise on the right way to do things.