There's Not Enough Time To Work On Your Business, Am I Right?!
Running a successful business is about more than being great at your craft. You have to be EXCELLENT with the business end too (and I believe this piece is even more important). It means sending invoices on time, tracking your income and expenses, communicating well, and knowing how to share the amazing services you provide.Tell Me More
Does this sound like you?
You’ve had enough of the corporate world and are ready to work for yourself.
You want to start that side hustle and see how it goes.
You're running your business but know your processes need some help.
But you're not sure where to begin...Yes! Please Help!
Imagine if you could...
⮕ Save lots of time
⮕ INSTANTLY have your business set up for success
⮕ Be confident that you’ve done everything right
⮕ Feel and look more official to your clients
⮕ Have an easy plan in place you can use over and over again
Well, I want to help you do just that!
Having all of these processes in place will save you so much time.
These templates will give you every important form, spreadsheet, and template your freelance business actually needs to be successful for the long haul.
Take a sneak peek inside!
These templates will help you to:
You don't have to reinvent the wheel! Just customize these templates for your business and you''ll be set up for success.
Improve Your Process
Maybe you've already started creating systems, and that's amazing! Use these templates to seal the deal and get back to client work!
Focus on Growth
Let these templates (that work!) free you up to spend more time growing your client list and doing the work you love!
Here's what you get...
1. Services Flyer & Resume Template
Your services flyer (aka Services One Sheet) shows a client exactly what you can do to help them and how much it'll cost them (that's really what they care about). This is what you need to include on both of these and the exact templates I use.
2. Client Outreach Email Template
You have a potential client you want to reach out to and pitch working together, but what do you say? This email template shows you what to say (includes an outreach tracker too) and is what I used to secure 6-figure clients.
3. Client Intake Form
Get the info you need before the first call with a potential client. This form includes all the questions you should be asking ahead of time. Don't waste time on a call if it's not a good fit.
4. Official Client Proposal
A proposal needs to include more than just the cost. It needs to set the expectations and remind the client why they should have hired you yesterday.
5. Client Hours & Payment Tracking Spreadsheet
Using this one spreadsheet, you'll be able to: track overall monthly hours for each client, track payments received from clients, see your total monthly income, and know exactly how much you should set aside for taxes each month.
6. Invoice Template
You need to invoice clients in order to get paid. Included, are 3 invoice templates - hourly, retainer, and project-based.
7. Yearly Expense Tracking Template
You'll have some expenses along the way and this spreadsheet will help you track all of that. It also includes a sheet of examples for tax-deductible items.
8. Subcontractor Payment Template
If you decide to subcontract work to other team members, this spreadsheet is where you'll track what you pay each person (and needed for tax-purposes).
BONUS: Template for Creating Every SOP
When working with a client or on your own business, there will be plenty of times you’ll need to document a process to either remember it for yourself or be able to hand off for someone else to do. This template for creating Standard Operating Procedures will make it easier.
TOTAL VALUE: $500
For an investment that's a FRACTION of that!
Hi there, I'm Chelsea!
I created these templates to help save you TIME!
When I left the corporate world after many years to do my own thing and first started in the freelancer world, these templates are what I wish I had available to me. Now as an entrepreneur running a successful business, they are the foundation of my success.
My entrepreneur journey first started as a side hustle to my full-time corporate job. Initially, I was completely winging it. When things started to pick up, I realized I didn’t have any templates in place for sending proposals to clients, invoices, and wasn’t tracking my expenses or income properly. I was wasting a lot of time by creating the same documents over and over again, not sure if they were professional enough, or if what I was creating based on Google searches was correct [hint, it was not].
I had to play a lot of catch up to put these systems in place in my business and don’t want anyone else to have to do that.
I want you to be set up for success so you can start your business, side hustle, or clean up your current systems easily.
See What Other Remote Workers Are Saying:
“If I had used templates like Chelsea's, I could have made a better first impression and built a smoother onboarding process.”
I wish I had Chelsea's templates when I was first starting out! It took me MONTHS to establish the key forms and processes to truly run my business. If I had used templates like Chelsea's, I could have made a better first impression and built a smoother onboarding process.
– D. Hively
“The new client packet was the perfect "first step" for me.”
The hardest part of transitioning into the remote world is just taking the first step. The new client packet was the perfect "first step" for me. I'm excited to start pursuing clients with more confidence thanks to these templates!
– L. Richards
“If I was just starting, I’d be thrilled to have all of this information in one place...”
I absolutely LOVE this, Chelsea! You’ve truly left no stone unturned with these guidelines and templates. If I was just starting, I’d be thrilled to have all of this information in one place... not to mention the easy-to-customize templates!
– K. Sutherlin
These are for you if...
⮕ You’re pressed for time and need instant organization.
⮕ You’re fed up with trying to understand all of the moving pieces.
⮕You want freedom from being overwhelmed.
⮕You’re ready to take your “side hustle” to the next level!Get The Templates