Text guides

Freelance and small business

Draft the messages and checklists that keep client work moving. Review terms and commitments yourself.

10 practical tasks. Each guide includes a sample request and a way to check the answer.

Ask the missing questions in a client briefA brief that leaves out the approver, the audience, or the file format can cost you a revision round. Paste the brief and ask for the questions you would need answered to scope the work.
Turn client feedback into a revision listClient feedback often puts contradictory requests, vague preferences, and a few specific changes in one message. Paste it in and ask for a structured list so you know what is actually being asked.
Prepare a client handoff checklistA handoff that misses a file version or an access transfer can leave a client stranded once you are off the project. List what you agreed to deliver and ask for a checklist built around those items.
Plan a freelance week around committed deadlinesA week with two overlapping deadlines and a discovery call needs a plan built on the hours you actually have, not a theoretical eight-hour day. Give your real commitments and let the schedule follow from them.
Write a polite invoice follow-upA follow-up that is too apologetic or too sharp can slow payment. Give the invoice date, due date, amount, and agreed terms, and ask for a draft that is firm without being hostile.
Outline a portfolio case study from real workDescribe the project, your role, the constraints and the result the client reported. Ask for an outline that explains your decisions and connects them to what you delivered.
List the assumptions behind a project estimateEvery estimate rests on assumptions about scope, revisions, and tools. Writing them down before you send a number makes a dispute less likely if the project turns out differently.
Check a proposal for missing scope detailsA proposal that never says what is excluded, how many revisions are included, or what counts as finished invites scope creep. Paste your draft and ask what a client could reasonably dispute later.
Draft customer FAQs from questions you actually receiveAn FAQ that drifts from actual policy confuses customers and can create commitments you cannot keep. Give the questions you receive most often along with your approved answers, and ask for a draft that stays inside them.
Prepare questions for a new supplierGoing into a supplier conversation without a list often means leaving without the numbers you need. Describe what you are sourcing and ask for questions organized around the gaps that matter most.

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