What this resource helps with
This resource turns a common freelance workflow into a reusable asset. Use it to reduce blank-page time, clarify client expectations, and make your process easier to repeat.
How to use it
- Download the file and make a copy for your own business.
- Replace generic fields with real client, project, and scope details.
- Remove anything that does not apply to your service.
- Review all pricing, legal, and client-facing language before sending.
Preview
Field,Value,Notes Monthly personal income goal,,Target owner pay before business reserves Monthly business expenses,,Software, subcontractors, accounting, workspace, insurance Tax reserve percentage,,Example: 25 Profit or savings percentage,,Example: 15 Working days per month,,Example: 20 Billable hours per day,,Example: 4 Monthly billable hours,,Working days x billable hours Required monthly revenue,,Income + expenses + tax reserve + profit reserve Target hourly rate,,Required monthly revenue / monthly billable hours Small project range,,Hourly rate x 5-10 hours Medium project range,,Hourly rate x 15-30 hours Large project range,,Hourly rate x 40-80 hours Starter retainer,,Hourly rate x 10 hours
Completed example
Field,Value,Notes Monthly personal income goal,$5,000,Owner pay target Monthly business expenses,$800,Software, accounting, workspace Tax reserve percentage,25%,Set aside before paying yourself Profit or savings percentage,15%,Business cushion Working days per month,20,Average month Billable hours per day,4,Realistic after admin and sales Monthly billable hours,80,20 x 4 Required monthly revenue,$8,120,Income + expenses + reserves Target hourly rate,$102/hour,Round up when quoting Medium project range,$1,530-$3,060,15-30 hours
Pair this with
Usage note: This resource is a practical template, not legal, financial, or tax advice. Adapt it to your client, jurisdiction, and business model.