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Freelancer Templates

WordPress Freelancer Business Kit

Look like an agency of one, from first call to monthly report.

The client documents I run my own WordPress freelance business on: proposals, a signed agreement, onboarding, reports and ready-to-send emails. Rebrand once, reuse on every client.

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

What it helps with

Stop rewriting the same documents for every client. The kit walks each one down a proven path: protected scope, a signed agreement, a clean handover and a care plan that renews itself.

Price

£49

One converted care plan repays it 20 times over

One-time payment, instant download
13 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
First page of the Freelance Project Agreement template
Freelance Project Agreement
First page of the Discovery Call Agenda with the pre-call prep checklist
Discovery Call Agenda
The Change Request Form with request, impact and sign-off sections
Change Request Form
First page of the Care Plan Annual Review with the year-in-numbers table
Care Plan Annual Review
First page of the Incident Report Template with the incident summary table
Incident Report Template

What's inside

13 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

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

First page of the Freelance Project Agreement template

Freelance Project Agreement

A plain-English working agreement covering scope, payment, revisions, IP, liability and termination. Sign before you start, so every project begins protected. A starting point for your solicitor to review, not legal advice.

First page of the Discovery Call Agenda with the pre-call prep checklist

Discovery Call Agenda

A 30-minute call structure with prep checklist, timed sections, budget questions and the red flags that mean quote high or walk away. You quote the real project, not the described one.

The Change Request Form with request, impact and sign-off sections

Change Request Form

One page that turns a mid-project 'quick extra' into a priced, signed decision: add it now, park it for phase two, or withdraw it. Where scope creep goes to die politely.

First page of the Care Plan Annual Review with the year-in-numbers table

Care Plan Annual Review

A year of invisible retainer work summed into one page: updates, uptime, incidents and improvements. Sent before renewal, the natural moment to review the price.

First page of the Incident Report Template with the incident summary table

Incident Report Template

The calm, factual write-up for the day something breaks: what happened, what it meant, the timeline, and what now prevents it. Turns your worst day into proof the care plan works.

Costin Botez

Built by Costin Botez, contract WordPress developer in 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
Start every project with a signed agreement that protects scope, payment and IP
Handle the awkward emails (chasing, pushback, price rises) with scripts that keep clients warm
Run the whole retainer year: monthly reports, incident write-ups and an annual review that makes renewal (and a price rise) feel natural
Editable Word docs, a fillable PDF questionnaire and a live pricing spreadsheet, ready to 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.