We've provided example documents for your industry. They're a great place to start and ready to send, with real scope, fees and terms. You can edit any of these online and see how it looks to your client.
Use it after a first call, when a client asks what a defined piece of consulting work would cost before committing to a proposal.
Use it after a discovery call, when a business is deciding whether to bring you in to diagnose a problem and recommend what to do.
Use it when a client wants ongoing access to your advice, rather than a single defined project.
Use it when a homeowner books a single paid visit for advice on layout, color, furniture, or lighting, without a full design project.
Use it when a client needs ongoing design work each month, such as social graphics, presentations, ads, and sales materials.
Use it when an owner, buyer, or architect asks what an assessment, study, or other hourly engineering work would cost.
Use it each month on a design project billed by phase, whether you work for an architect or directly for an owner.
Use it when you're engaged as a structural, MEP, civil, or other specialty consultant to an architect or another prime design firm.
Use it in discovery, when a client needs a realistic budget to approve before you source the venue and vendors.
Use it when a company books you to photograph a conference, summit, launch, awards night, or other corporate event.
Use it once a corporate or social client accepts your proposal, before you start booking a venue or vendors.
Use it for each payment in your schedule, or adapt it to bill a deposit or the final payment before an event.
Use it after a discovery call, when a company is choosing a planner for a conference, offsite, launch, or other corporate event.
Use it when a company books you to film a conference, summit, launch, or other corporate event.
Use it after a chemistry call, when an organization is deciding whether to invest in coaching for one of its leaders.
Use it when an owner is deciding whether to buy, develop, or renovate a property and needs to know what it can hold.
Use it for a well-defined matter you handle for a set fee, such as forming a company, once your conflict check is complete.
Use it for any project with a new client, alongside the proposal or quote that describes the work.
Use it when you hand off a project, or adapt it to bill a deposit, a milestone, or hours worked each month.
Use it when a client asks what a project would cost, before you send a full proposal or contract.
Use it after a first call with a new client, for a defined project with a clear start and finish.
Use it when a publication, agency, or business commissions articles, blog posts, or other written content from you.
Use it for a defined design project, such as a brochure, packaging, a report, or a campaign, with a new or existing client.
Use it when participants enroll in a cohort, mastermind, or group coaching program that runs on a set schedule.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
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Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
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Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
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When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
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Consultant / Executive Coach
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