For consultants
Signed and paid before the first meeting.
You are good at the work. The awkward part is the bit before it — asking for a signature, asking for money, and looking like a real business while you do. That part is already written for you.
No card. Two questions. Your first 2 clients are free.
Sound familiar
What this usually looks like.
- 01
They say yes on a call, and then nothing happens for two weeks while you wonder whether to chase them about the contract or about the deposit first.
- 02
The signed contract is in your inbox, the payment is in your PayPal, and the answers to your questions are somewhere in a WhatsApp thread. None of them can find each other.
- 03
Every new client gets a slightly different version of you, because you are rebuilding the whole process from scratch each time instead of following it twice.
Where to start
What you send them first.
In this order. Everything with a name below is a document that is already written — open it, change what does not fit, send it.
- 01
Simple services agreementFree plan
Short, fair, and written for exactly this: one person doing a defined piece of work for a fee.
- 02
New client questionnaireFree plan
Everything you need to know before you start, asked once, in writing, instead of over four emails.
- 03
Your first bill
The deposit, paid by card before the first meeting rather than chased after it.
- 04
Kickoff checklistFree plan
The things that have to be true before real work starts, ticked off by whichever of you does them.
Nothing to write
And everything else you might need.
19 documents come with your portal — contracts, forms, checklists and two short guides about money. 5 documents are on the free plan, the rest on any paid one. Every word in them is yours to change, and they are starting points rather than legal advice.
Getting started
- New client questionnaireFree
- How we work togetherFree
- Brand and audience questionnaire
- New client onboarding checklist
Agreements
- Simple services agreementFree
- Monthly retainer agreement
- Mutual non-disclosure agreement
- Statement of work
- Photo and video release
- Subcontractor agreement
Money
- Payment terms and late fees
- Chasing an unpaid invoice
- Pricing your services
Running the work
- Kickoff checklistFree
- Change request
- Approval and revisions
Ending well
- How did we do?Free
- Offboarding checklist
Straight answers
A couple of things worth asking.
I already have a contract I use — can I keep it?
Yes. Paste it in and send that instead. Ours are starting points to be replaced, not rules — and they are not legal advice.
What if I charge by the hour?
Send a bill for whatever the amount is, whenever it is due. Nothing here assumes a fixed fee. There is no automatic repeat billing yet, so hourly work is simply more bills, sent as you go.
Ready when you are
Set it up this afternoon, invite your next client tonight.
Free for your first 2 clients — the whole thing, no card — and $999 once if you would rather own it than rent it.
No card · Two questions · Your first 2 clients are free