Freelance Rate Calculator, Retainer Agreement & Invoice Template Bundle

This freelance business template bundle covers the whole client cycle: set your rate and send a proposal, move good clients onto a retainer, then track time, invoice and follow up on payments. Who it's for: Freelancers, consultants, coaches and one-person agencies who want their pricing, retainers and invoicing to work from the same rate. What's in the set (three kits + a set-only bonus) Freelance Rate Calculator & Consulting Proposal Template (DPF-004): Rate & Proposal Workbook (EXAMPLE + BLANK, .xlsx); Freelance Pricing Playbook (PDF); Client Services Agreement and Statement of Work templates (DOCX + PDF); Discovery Call Questionnaire, Change Request Form, Project Kickoff and Wrap-Up Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Retainer Agreement Template & Client Onboarding Checklist (DPF-008): Retainer & Onboarding Workbook (EXAMPLE + BLANK, .xlsx); Retainer Playbook (PDF); Monthly Retainer Agreement template (DOCX + PDF); Welcome Packet, Onboarding Questionnaire, Monthly Retainer Report, Onboarding Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Freelance Time Tracking Spreadsheet & Invoice Template (DPF-011): Time, Invoice & Income Workbook (EXAMPLE + BLANK, .xlsx); Freelancer Money Playbook (PDF); Invoice Template and Client Time Report (DOCX + PDF); Payment Terms and Late-Payment Clauses TEMPLATE (DOCX + PDF); Payment Reminder Emails and Monthly Money Review Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Set-only bonus: Freelance Client Workflow Roadmap: Proposal to Retainer to Paid Invoice (PDF): a guide that walks one client from rate and proposal to retainer to paid invoice across the three kits, with a weekly, monthly and quarterly money routine. It isn't sold separately; it comes only with this set. Set price: $69 for all three kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. If your work is a licensed profession (for example accounting, legal, financial, engineering or health services), extra licensing, engagement-letter and disclosure rules may apply. These templates don't cover them. The tax set-aside is a % you choose, not a tax calculation. Ask a tax professional what to set aside and when to pay estimated taxes. Some states and cities, including New York and Illinois, have freelance worker laws with written-contract and payment-timing rules. The payment terms clauses are a template to have an attorney review. Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. Excel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. A set counts as one purchase: one $39 credit, not one per kit. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business for every kit in the set; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.