Category
Ready-to-use document, presentation and design templates you customize for your own work and clients.
17 products
Everything to price, bill, and organize your first year of freelancing — in one afternoon. Rate calculator, 3 contract templates, invoice tracker + payment emails, client onboarding kit, finance spreadsheet, and a US tax checklist.
Launch a polished, fully-branded 8-week coaching program in a weekend: 28-page workbook, 54-slide deck, client onboarding pack (agreement, intake, emails), testimonial kit & completion certificate. All editable in Canva, PowerPoint & Google Slides.
Stop onboarding clients by accident. A complete welcome-to-kickoff system for freelancers & agencies: welcome packet, 30-question intake, 7 copy-paste emails, 10-slide kickoff deck, onboarding tracker & offboarding kit.
A complete, editable employee handbook template kit for small businesses: 29-page handbook (PPTX+PDF), onboarding checklists with auto completion %, 30-60-90 plan, 5 new-hire forms, and a customization guide. Fill the brackets, review, roll out.
12 fully written SOPs for agencies — client onboarding, proposals, QA, invoicing & more. Editable Word docs + PDFs, setup guide with 30-day rollout plan, and a tracker. Stop running your agency from memory.
Onboard every bookkeeping client the same clean way, every time. TaxSeason Flow is a white-label client onboarding kit for solo bookkeepers, CPAs, and fractional controllers: a 12-page Client Welcome & Rules Handbook (PDF + editable Word), a 40-question intake questionnaire, a 17-item engagement checklist, 10 copy-paste client chase email scripts, a 7-stage multi-client onboarding tracker spreadsheet, and a QuickBooks Online batch-import kit with 6 pre-formatted CSV templates, filled samples, and a mapping & validation guide.
Take over a new B2B client's IT like a pro. A 186-checkpoint discovery workbook, a fillable outgoing-provider handoff packet, IT Glue/Hudu CSV import templates, and a cutover runbook rebuild pack — everything a solo consultant or small MSP needs for a clean, zero-drama client takeover.
Run the business side of a private-pay therapy practice: fee & caseload planner, superbill tools, intake pack, and 7-sheet operations workbook.
A complete 69-piece marketing system for realtors: listing presentation, CMA leave-behind, 24 social posts, open house kit, buyer & seller guides, and brand extras. Fully editable in Canva, PowerPoint & Google Slides.
One matching stationery suite for the whole wedding: 27 editable pieces — invitations, RSVP & details cards, programs, menus, place cards, table numbers, signage, shower invites & more. Print-ready PDFs included.
Send a professional client contract in 10 minutes: 6 original freelance agreements (project, retainer, hourly, licensing, kill-fee clauses, NDA) + change-order form, plain-English clause guide, and email swipes. Editable Word + PDF.
Four complete contract packs written for each industry's real risks: source-file buyouts, kill fees by draft stage, defect-vs-feature warranties, RAW & licensing terms. Editable Word + PDF + plain-English cheat sheets.
35 fillable consent & screening forms, 12 aftercare cards, and a backbar cost + revenue tracker for solo estheticians, injectors, and boutique medspas.
Stop staring at a blank deck. 3 fully editable pitch templates in distinct styles, one proven 12-beat narrative across 13 slides, a fully worked example startup, one-pager, and a narrative guide. PowerPoint / Canva / Slides.
5 profession-specific resume templates engineered for applicant tracking systems: single column, no text boxes, keyword guidance per field — plus matching cover letters, an ATS guide, and a prep worksheet.
Three fully editable media kit designs (6 pages each) + one-pagers, a rate-card worksheet, and a brand-pitch guide. Replace the sample, export the PDF, and answer "send me your media kit" in minutes.
An offline builder that turns a client brand identity into one polished standalone portal page: the logo suite, a click-to-copy color palette, the two brand typefaces with usage notes, voice & tone, do/don't rules, and every brand asset link — all in one clean, print-friendly page.
