What's in the kit
Client email scripts
15 emails for the awkward moments — 3 previewed below
Proposal
Two pages, three-option pricing, plus a fully worked example
Services agreement + SOW
Twelve plain-English clauses and an exact scope document
Client onboarding
Questionnaire, week-one checklist and kick-off email
Project close-out
Final-week checklist, handover and 30-day check-in
Invoice + rate calculator
Two browser tools: bill clients, and price yourself properly
Sample: 3 of the 15 email scripts
Each script comes with a note on when to send it and why it's written that way.
#5 Responding to an out-of-scope request
Say yes to the idea, put a price and a date on it, and require a written go-ahead. Never just start.
Hi [name], Great idea — happy to add [feature]. It's outside our current scope, so here's what it would involve: - **Cost:** [$amount] - **Timing:** adds [x] working days, so delivery moves to [date] Reply "go ahead" and I'll fold it in. Or we can save it for a phase two after launch, which keeps the current date. [Your name]
#10 Payment reminder — firm (7 days late)
**Subject:** Invoice [#] — now overdue Hi [name], Invoice [#] for [$amount] was due on [date] and is now 7 days overdue. Could you let me know when I can expect payment? If there's a problem with the invoice, tell me and I'll sort it out straight away. [Your name]
#12 Asking for a testimonial
Ask within a week of a successful delivery, while they're happy. Make it nearly zero effort with three short questions.
**Subject:** A small favour? Hi [name], It's been great working on [project]. If you're happy with how it went, would you be willing to write a couple of sentences I could share on my site? Answering any of these is plenty: - What was the situation before we worked together? - What changed afterwards? - Would you recommend me, and to whom? If it's easier, reply with a few notes and I'll draft something for you to approve. [Your name]
This is a preview. It shows 3 of the 15 email scripts. The full kit adds the other twelve (proposal follow-ups, discount requests, missed deadlines, revision limits, the friendly and final payment reminders, referrals, raising rates and ending a client), plus the proposal with a worked example, the services agreement and statement of work, client onboarding, project close-out, and the invoice and rate-calculator tools.