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Freelancer Templates

WordPress Freelancer Business Kit

Look like an agency of one — from first proposal to monthly report.

The client-facing documents I use to run a WordPress freelance business: proposals, onboarding, maintenance reports, handovers, pricing and ready-to-send email scripts — mapped to the client lifecycle and ready to rebrand.

Proposals
Onboarding
Reports
Pricing
Email scripts
Editable templates
14-day no-questions refundInstant download

What it helps with

Stop rewriting the same proposal and onboarding email for every client. Eight documents that walk every client down the same path — professional first impression, protected scope, clean handover, and a care-plan retainer that renews itself.

Price

£49

8 documents · a single converted care-plan retainer repays it 20× over

One-time payment, instant download
8 documents included
Use on unlimited sites and clients
14-day no-questions refund

Look inside

The actual pages, not a mock-up

Every preview below is a real first page from the download — what you see is what arrives.

First page of the Client Lifecycle Map, mapping each kit document to a stage of the client relationship
Start Here — Client Lifecycle Map
First page of the Care Plan Proposal Template
Care Plan Proposal Template
First page of the fillable Client Onboarding Questionnaire
Client Onboarding Questionnaire
First page of the Monthly Maintenance Report Template
Monthly Maintenance Report Template
First page of the Website Handover Document
Website Handover Document
First page of the Project Scoping and Quote Template
Project Scoping & Quote Template
The Care Plan Pricing Calculator spreadsheet with example inputs and a suggested monthly price
Care Plan Pricing Calculator
First page of the Client Email Scripts Pack showing the enquiry reply script
Client Email Scripts Pack

What's inside

8 documents, ready to use

No filler pages and no theory — every document exists because a real WordPress business needed it.

First page of the Client Lifecycle Map, mapping each kit document to a stage of the client relationship

Start Here — Client Lifecycle Map

Every document mapped to the moment you'll reach for it, from first enquiry to recurring revenue — the kit as a system, not a folder of files.

First page of the Care Plan Proposal Template

Care Plan Proposal Template

The proposal structure used to sell £149–449/mo WordPress care plans, with pricing tiers and objection-handling copy.

First page of the fillable Client Onboarding Questionnaire

Client Onboarding Questionnaire

Collect access, goals and constraints in one pass — no more chasing logins across six email threads.

First page of the Monthly Maintenance Report Template

Monthly Maintenance Report Template

The report that proves the value of a retainer: updates, uptime, security, performance and next steps.

First page of the Website Handover Document

Website Handover Document

A professional handover pack that closes projects cleanly and invites the follow-on retainer.

First page of the Project Scoping and Quote Template

Project Scoping & Quote Template

Scope, assumptions, exclusions and pricing laid out so change requests don't eat your margin.

The Care Plan Pricing Calculator spreadsheet with example inputs and a suggested monthly price

Care Plan Pricing Calculator

A simple spreadsheet for pricing maintenance retainers by site complexity, risk and response time.

First page of the Client Email Scripts Pack showing the enquiry reply script

Client Email Scripts Pack

Seven ready-to-send scripts for the moments freelancers dread: enquiry replies, proposal chasing, care-plan pitching, scope-creep pushback, late payments, price rises and holiday cover.

Costin Botez

Built by Costin Botez — contract WordPress developer, part of Toptal's top 3% network.

These aren't theory templates. They're the working documents from my own WordPress business — the same system I use with my own clients, cleaned up so you can use it too. Stuck adapting anything? Reply to your delivery email and I'll answer personally.

Who it's for

Made for people who'd rather do the work than reinvent it

WordPress freelancers
Small agencies
Developers going independent
Maintenance providers

Instant delivery — the download link arrives by email and on the confirmation page straight after checkout.

Zero risk — every pack is covered by the same 14-day no-questions refund as the plugins.

Benefits

Send a proposal the same day a lead lands, instead of writing one from scratch
Look established from the first email — every document is client-ready
Turn one-off builds into recurring care-plan revenue with a proven proposal
Handle the awkward emails — chasing, pushback, price rises — with scripts that keep clients warm
Editable Word docs, a fillable PDF questionnaire and a live pricing spreadsheet — rebrand and send in minutes
Written from a real WordPress freelance business, not theory

FAQ

Want checklists your clients (or your own sites) can run? The Site Owner's Checklist Pack is the maintenance routine behind the care plans, as fillable PDFs. WordPress Site Owner's Checklist Pack£19

Ready when you are

Get the WordPress Freelancer Business Kit today

Pay once, download instantly and put it to work on your next client or your own site.

Backed by a 14-day no-questions refund.