E-books and guides
Freelancer Client Starter Kit
7 ready-to-use templates and guides to win clients, manage projects and get paid on time.
ZAN Store
Look professional, manage clients properly, and get paid on time.
The Freelancer Client Starter Kit gives you everything you need to handle clients from the first message to the final invoice, so you can focus on doing great work.
WHAT'S INSIDE (7 files)
• Freelancer Guide (PDF): the client journey, a simple pricing formula, payment rules, client red flags and a project checklist
• Client Communication Scripts (PDF): 18 copy-paste messages for every stage, including follow-ups, "too expensive," scope creep and payment reminders, plus bonus Taglish versions for local clients
• Client Onboarding Questionnaire (DOCX): understand your client's goals, scope and budget before you quote
• Client Proposal (DOCX): scope, timeline, investment and sign-off in one professional document
• Quotation Template (DOCX): a clean price breakdown for quick or repeat jobs
• Freelance Contract Template (DOCX): a 13-clause service agreement that protects you and your client
• Invoice Template (DOCX): a professional invoice with bank, GCash, Maya and PayPal payment details
PERFECT FOR
Beginner and growing freelancers: web developers, designers, writers, virtual assistants, video editors and more.
EASY TO USE
Open the templates in Microsoft Word, Google Docs or WPS. Add your logo, replace the [bracketed] text, and export to PDF before sending.
Note: The contract is a general template, not legal advice. Have a lawyer review it for large or long-term projects.
Created by Daniel Zan Baltazar, ZAN Community.
The Freelancer Client Starter Kit gives you everything you need to handle clients from the first message to the final invoice, so you can focus on doing great work.
WHAT'S INSIDE (7 files)
• Freelancer Guide (PDF): the client journey, a simple pricing formula, payment rules, client red flags and a project checklist
• Client Communication Scripts (PDF): 18 copy-paste messages for every stage, including follow-ups, "too expensive," scope creep and payment reminders, plus bonus Taglish versions for local clients
• Client Onboarding Questionnaire (DOCX): understand your client's goals, scope and budget before you quote
• Client Proposal (DOCX): scope, timeline, investment and sign-off in one professional document
• Quotation Template (DOCX): a clean price breakdown for quick or repeat jobs
• Freelance Contract Template (DOCX): a 13-clause service agreement that protects you and your client
• Invoice Template (DOCX): a professional invoice with bank, GCash, Maya and PayPal payment details
PERFECT FOR
Beginner and growing freelancers: web developers, designers, writers, virtual assistants, video editors and more.
EASY TO USE
Open the templates in Microsoft Word, Google Docs or WPS. Add your logo, replace the [bracketed] text, and export to PDF before sending.
Note: The contract is a general template, not legal advice. Have a lawyer review it for large or long-term projects.
Created by Daniel Zan Baltazar, ZAN Community.