THE FREELANCE TEMPLATE SHOPEasy to use templates with real content & professional design.
Design Templates & Freebies Trusted by Over 10,000 Designers
Feeling Lost with Your Client Process?
Professionally designed templates for every step of the way.
PHASE O1Client Enquiry
-
If you’re like me, ‘selling’ your services can feel a bit yuck. Try reaching out to new clients or responding to enquiries with a Service & Pricing. This will help you set clear boundaries, confidently communicate your value and attract the right clients — and filter out the wrong ones — from the very first interaction.
-
After a call with a potential client I like to send through a project proposal with the information from the call summarised, a quote and timeline. I typically include a few design package options with deliverables and the cost. This helps us kick the project off on the same page, knowing clearly what they’re looking for!
-
Working with a returning client or on a smaller job? I find a smaller Return Brief great for project where the deliverables and costs are smaller and don’t require the full VIP treatment.
-
A Branding Case Study is a great way to dig deeper into a specific project or industry. I send this to potential clients when pitching to show relevant capabilities.
PHASE 02Client Onboarding
-
Once the project is locked in it’s time to onboard your client! Sending through a guide introduces them to your process, what’s expected and kicks the project off smoothly, while preempting any questions and saving countless confusing emails.
-
Getting paid and staying on track get’s a whole lot easier with the right files. I like to send through an offical invoice for the project and a payment receipt once the 50% deposit is paid up front, and again when the remainder is paid at the end of the project.
Your client might chose to add something to the project after kickoff, and in this case I send through a quote. When they’re happy with the price I’ll send the invoice and receipt.
PHASE O3Research & Design
-
Research can take many forms, but I like to run either a full Brand Strategy Workshop or send through a Brand Strategy Questionnaire to better understand the client’s brand and business goals.
-
Here is where the fun really begins! Sending through a Research and Creative Direction helps me align with the client’s visual goals and preferences without spending hours on ideas without being sure it’s what they are looking for.
-
I find sending through a document that outlines how the brand works along with how it looks visually the best way to communicate my ideas. I usually pair this with a video meeting where I walk them though the document.
From here I make any changes and send through a revised version of the template for the client to sign off on.
PHASE O4Client Offboarding
-
Having a Brand Guidelines document sets your client up for success. The scope of the project determines the style of document I send through.
→ Full Brand Guidelines Template
-
Sending through an Offboarding Guide give your client all support they need when rolling out their new brand, from file type info to referral incentives. It also includes a request for testimonials which helps your find future clients!
Trusted by Over 10,000 Designers
-
![]()
Your templates are a game changer, when I first started out I had no idea what I was doing so these templates were literally my saving grace. They make everything so much easier and I know exactly what I need to include, in turn, making it easy to export things ready for clients.
Flora P, Midnight Media Co.
-
![]()
I had something that looked professional and clean. I also loved the fact that it had a lot of text already ready to be used, which could further attest I was a professional in my field and clients would make the right choice using my services. It made me look like a legitimate business and I think as a result (I can't really prove it with numbers though), I got booked based on that professionalism. I know however that word of mouth has been strong, and part of it is how clean-looking my brand looks, from documents to onboarding/offboarding process. It made them trust the process even more.
Fleur K - Kempton Studio
-
![]()
Honestly it saved me time, having this template on hand takes the stress out of having to sit down and create multiple templates for my business.
Stephanie P
-
![]()
Hannah, thank you SO much! I'll be honest, I'm a bit of a template hoarder because I just love seeing how others work. But yours are THE BEST. I've just levelled up my business and feel so organised now. This bundle has everything I need and the designs are beautiful and easy to customise. You're a gem, thank you.
Rebecca L
-
![]()
This is my second purchase from Hannah Bacon and it didn't disappoint! I've already used it and it works flawlessly.
Jennifer C
-
![]()
This is an incredible template! The design is beautiful Hannah, you really know how to work with type! I wish I could do this kind of thing myself, but I just don't have time so this was my perfect option! Thank you for sharing this with us <3
Keyla L
-
![]()
Hannah’s resources are quickly becoming my secret weapon for my small business. She saved me so much time and effort getting my business and design systems in order. I’m positive this will be a game changer for my brand. Thanks!
Wesner F
-
![]()
To be honest it’s a true gem! Highly recommend if you want to impress your client! Worth every penny! Thank you Hanna, wish I found it earlier…
Ewa M
-
![]()
Saved me so much time building this from scratch and helped me with ideas I didn't think of.
Michelle T
-
![]()
Great template that really helped speed up the process of creating my offboarding document. Very informative and included a great range of info.
Samantha T
-
![]()
This is another helpful template! I love how Hannah has included the ready-to-use text. As a designer, writing copy can be tricky, and this has saved me SO much time. Can't thank you enough for creating all these templates, Hannah. I'll be purchasing the lot!
Ashley D
-
![]()
Hannahs shop is absolutely one of a kind! Her designer resources have made such a significant impact on my workflow, customer satisfaction & overall business growth! Couldn't recommend any of Hannahs products enough! 💛✨
Cody H
Want more? Professional tools and resources for all skill levels.
EASY TO USEDesign Tools & Templates
LEVEL UP YOUR SKILLSDesign Courses
SHOWCASE YOUR WORK
