Set a rate you can live on, quote projects with a deposit, track hours and invoices, and handle tricky client emails.
Get the toolkit - $29Download the free sampleTurns your income goal, expenses, tax set-aside and real billable hours into a minimum hourly and day rate
Line-item quote with complexity multipliers, rush and licensing uplifts, deposit and balance
Projects with quoted fee, estimated vs actual hours, effective hourly rate and warning flags
Log hours per project; the tracker totals them automatically
Due dates, status, days overdue and outstanding amount
Income by month, outstanding and overdue totals, aging buckets, tax set-aside
Copy-and-paste prompts with [PLACEHOLDERS] and a clear output format for each.
Printable workflow checklists for the routines you repeat.
One editable .xlsx workbook (live formulas, dropdowns, flags), plus prompts and checklists in plain-text files, and a README. Opens in Excel, Google Sheets (via import) and LibreOffice.
I am a freelance [DISCIPLINE, E.G. BRAND/UI/WEB DESIGNER] in [COUNTRY]. Target yearly income [AMOUNT], business costs [AMOUNT], taxes set aside [PERCENT]%, weeks off [NUMBER], billable hours per week [NUMBER]. Walk through the calculation of my minimum hourly rate step by step, then show what happens to the rate if billable hours fall by 20%. Tell me which assumptions I should double check. Format: step-by-step table with the formulas shown.
Write a presentation script for showing [CONCEPT NAME] for [CLIENT]. Include how to restate their goals, explain 3 key design decisions tied to those goals: [DECISIONS], and how to ask for focused feedback instead of "do you like it?". Format: speaker notes with suggested slide order.
A client told me they cannot pay [AMOUNT] in full. Write a response offering a payment plan of [NUMBER] instalments, with dates, what happens to the files until final payment, and a confirmation they must reply to. Keep it supportive but clear. Format: email under 140 words with an instalment table.
The free sample includes the Rate Calculator, Project Quote sheets, 8 prompts and a starter checklist. No sign-up needed.
Download the free sample (ZIP)One-time payment. Instant download.
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Yes. Upload the .xlsx with File > Import in Google Sheets. It also opens in Excel and LibreOffice. The formulas use standard functions (SUMIFS, COUNTIFS, INDEX/MATCH and similar).
No. Type into the yellow cells; the grey cells calculate on their own. The Start Here sheet explains each tab.
Any general AI assistant that accepts text. Fill in the [BRACKETED PLACEHOLDERS], then read and edit the output before you use it.
No. It is a one-time purchase. You download the files and keep them.
No. Every name, amount and date in the example rows is made-up sample data so you can see the formulas working. Replace it with your own.