Free practical resources
Templates for a simpler freelance workflow.
Download small, editable tools that help you manage prospective clients consistently. No account or email address is required.
A CSV with the essential fields for enquiries, stages, next actions, follow-up dates, and estimated value.
Download the CSVA six-stage CSV for moving enquiries from first contact through proposal, decision, and final outcome.
Download the pipeline CSVThree editable messages covering the first follow-up, a useful second note, and a professional closing message.
Download the templatesAn editable checklist for defining the job, testing one complete workflow, checking cost, and planning data export.
Download the checklistAn editable pre-send review covering scope, timing, price, client responsibilities, and approval.
Download the checklistAn editable pre-launch review for signup, delivery, consent, unsubscribe, mobile display, and measurement.
Download the checklistTurn a resource into an email signup offer
Choose one resource for one audience, then follow the Kit lead magnet landing page guide to configure delivery, confirmation, testing, and measurement.
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