SCALE

TEMPLATES

We’ve used these to:

  • Scale hiring and managing freelancers up to $100m
  • Scale our own freelance business
  • Scale freelance programs

Invoice Template

Download this invoice template to send to a client today. Sometimes Stripe, Payoneer, or your go to invoicing software is the way. But more times than not a PDF of this template works good enough.

Download »

CRM, Sales and Operations Dashboard

Manage all of your opportunities, clients, and existing projects through this spreadsheet. Whether a founder or freelancer this dashboard can handle up to $1 million in pipeline before you should upgrade to Salesforce, Hubspot, or a higher level CRM solution.

Download »

Proposal and Statement of Work Template

Download a proposal and statement of work template you can use in your B2B service business immediately. Why this template? It’s optimized to unlock long and larger freelance projects, set up each project for success, and scale the amount of clients you can take on.

Download »