Freelancer Pricing & Proposal Kit (Excel + Playbook)

Not sure what to charge? Tired of guessing, undercharging and chasing payments? This kit gives you a clear pricing system in one spreadsheet, plus a playbook with ready-to-use scripts.

Works in Excel, Google Sheets and LibreOffice. No macros.

WHAT YOU CAN DO:

- Rate Calculator: enter your income goal, expenses, taxes, time off and billable hours to get your minimum hourly, day and monthly rate, and see if your current rate covers it.

- Project Quote: list deliverables and hours to get a printable quote with contingency buffer, discount, tax, deposit and a value check against what the project is worth to the client.

- Pipeline: track leads by stage with probability-weighted value, follow-up dates that turn red when due, and your win rate.

- Income: log invoices; status updates automatically to Paid, Pending or Overdue.

- Dashboard: 6 key numbers and charts for invoiced vs paid vs target and pipeline by stage.

WHAT'S INCLUDED:

- .xlsx file with 6 sheets: Start, Rate Calculator, Project Quote, Pipeline, Income, Dashboard.

- 10-page PDF playbook: hourly vs project vs value-based vs retainer pricing, a 9-part proposal template, 5 email scripts (inquiry, proposal, follow-up, price objection, kickoff), and payment terms tips.

- Fictional example data so you can learn by looking.

- Protected formulas, dropdowns and navigation links.

GREAT FOR: designers, developers, writers, editors, marketers, virtual assistants and consultants.

Digital delivery: you download the spreadsheet and the PDF playbook.

Note: this is a business organization tool and does not replace professional tax, legal or accounting advice.