Client onboarding packs for freelancers & micro-agencies
Generate a professional pack in minutes: SOW, Service Terms, Kickoff Questionnaire, Invoice template, Change Request form and late-payment emails. UK & US compliant.
What's in the pack
- ✓Statement of Work – scope, deliverables, timeline and fees
- ✓Service Terms – payment, changes, IP and termination
- ✓Kickoff Questionnaire – brand, stakeholders, access and comms
- ✓Invoice template – ready to duplicate and send
- ✓Change Request form – track scope changes and sign-off
- ✓Late payment email templates – UK and US wording
- ✓Each document in DOCX and PDF – choose font and heading style
How it works
1
Answer a short form
Choose UK or US, add client and project details, payment terms and preferences.
2
Preview your documents
Review each document in the browser. Free preview is watermarked.
3
Pay once, download
Get a ZIP of clean DOCX files. Re-download anytime via your receipt link.
FAQs
- Is this legal advice?
- No. The pack is made of templates for informational purposes only. We recommend taking independent legal advice for your situation.
- Can I use it in the US if I'm UK-based?
- Yes. You can toggle UK or US wording (e.g. late payment terms, currency). Use the version that matches your client or jurisdiction.
- What format do I get?
- You get DOCX and PDF files in a single ZIP. Choose your font and heading style in the generator; edit DOCX in Word or Google Docs.
- Can I re-download after purchase?
- Yes. After payment you'll get a link to download your pack. Keep that link to re-download later.
Disclaimer: Templates are for informational purposes only and do not constitute legal, tax or accounting advice. Use at your own risk. Consider consulting a solicitor or accountant for your specific circumstances.