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Freelancer Business Templates Kit
Five templates to run the back office on your own.
The full freelancer back-office kit: client intake form, master service agreement, scope of work, invoice template, and onboarding and offboarding checklists in one download.
Sold on Etsy, secure checkout, instant download, and Etsy buyer protection. You'll never enter payment details on this site.
- Instant download after purchase on Etsy
- Single-business license, modify for your own use
- 7-day delivery-integrity support from a human
What's inside
- ✓ Master Service Agreement (Word .docx (Word/Google Docs/Pages)), A 10-section MSA covering scope, payment, IP, confidentiality, termination, and limitation of liability.
- ✓ Invoice Template (Excel .xlsx), A branded invoice with auto-totals and a tax line you fill in and export.
- ✓ Client Intake Form (Word .docx), A 12-question discovery questionnaire to send before a kickoff call.
- ✓ Scope of Work Template (Word .docx), A project-level SOW under the MSA covering milestones, deliverables, and change orders.
- ✓ Onboarding & Offboarding Checklists (PDF), A 14-step onboarding checklist plus a 10-step offboarding checklist.
Format: Word .docx + Excel .xlsx + PDF · instant download
Best for
- Solo consultants, designers, and writers without a proper contract
- Freelancers who want client paperwork that looks professional from email one
- Independents running the full client lifecycle
What this is not
- Not legal advice, have an attorney review the MSA and SOW before high-value engagements
- Not a custom-drafted contract for your business
- Not legal or accounting software
How it's delivered
Instant digital download. After purchase you receive a download link by email and a copy stays in your order history. The tool is ready to use immediately, no waiting list, no install.
License & support
Single-business license: use this tool in your business for as long as you want, modify it for your own use, but don't resell or redistribute. Support window: 7 days from purchase to resolve any delivery or integrity issue. Email hello@villexco.com with your order number.
For educational purposes only. Results will vary. Not legal, tax, accounting, investment, or lending advice.
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