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The Freelance
ID Business Kit
Five ready-to-brand documents plus an interactive project pricing calculator that help you land clients, scope projects with confidence, price your expertise, and get paid on time. Built for independent learning and development professionals.
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Your downloaded PDF can be imported into Canva or Google Docs if you want to keep adjusting it after filling it in here. Fonts may be substituted and some color blocks may come in as images, so treat it as a starting point rather than a pixel-perfect copy.
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Ask"If this program is a success six months from now, what will people be doing differently?"
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ProtectState clearly whether editable source files are included or licensed separately. This is a common cause of disputes.
When every box above is checked, you have everything you need to start production with confidence. Save this completed sheet to the client folder as your project baseline.
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This agreement is effective from [ start date ] and sets out the terms under which the Designer will provide instructional design services to the Client.
The Designer will deliver the following: [ list deliverables, for example a 45-minute eLearning module in Storyline, a facilitator guide, and a job aid ]. Work not listed here is out of scope and handled under Clause 6.
The project follows this timeline: [ kickoff, storyboard approval, alpha, beta, final ]. Dates depend on the Client meeting the review windows in Clause 7. Delays in feedback move all later dates by the same amount.
The total project fee is [ amount and currency ]. This is based on the scope in Clause 1 and the assumptions agreed at kickoff. Use the Rate Calculator in this kit to set a defensible figure.
A non-refundable deposit of [ 30 to 50 percent ] is due before work begins. The balance is invoiced at [ milestones or on completion ]. Invoices are due within [ 14 ] days. Late payments accrue [ 1.5 percent ] per month.
The fee includes [ two ] rounds of consolidated revisions per milestone. Additional rounds are billed at [ hourly rate ].
Either party may request a change. Changes are documented and priced using the Scope Change Request Form (Document 04) and take effect only when both parties approve it in writing.
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The Client will provide source content, timely access to subject-matter experts, and consolidated feedback within [ 5 ] business days of each review request.
On final payment, the Client owns the published deliverables. Editable source files [ are / are not ] included; if licensed separately the fee is [ amount ]. The Designer keeps the right to show the work in a portfolio unless noted otherwise.
Stock media, fonts, and software licenses are [ billed to the Client / included ]. The Client is responsible for the accuracy of content it supplies.
Both parties keep non-public information shared during the project confidential and use it only to deliver the work.
The Designer is an independent contractor, not an employee, and is responsible for their own taxes and insurance.
If the Client ends the project, the deposit is retained and all work completed to date is invoiced. Either party may end the agreement with [ 14 ] days written notice.
The Designer's total liability is limited to the fees paid under this agreement. Neither party is liable for indirect or consequential loss.
This agreement is governed by the laws of [ your state or country ].
Heads upThis is a starting template, not legal advice. Have a qualified lawyer in your region review it before you rely on it.
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TipDescribe the change in the client's words first, then translate it into deliverables. It shows you listened.
| Item | Originally agreed | With this change |
|---|---|---|
| Deliverables | [ current ] | [ revised ] |
| Effort (days) | [ days ] | [ days ] |
| Delivery date | [ date ] | [ date ] |
| Fee adjustment | — | [ + amount ] |
ProtectAlways state the impact on both timeline and fee. A change that adds work but keeps the old deadline still has a cost.
This change takes effect only when both parties sign below. Once signed, it forms part of the original contract.
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[ Your business name ]
[ Address line ]
[ email · phone ]
[ Tax / VAT no. ]
[ Client name ]
[ Client address ]
[ Accounts contact ]
| Description | Qty / days | Rate | Amount |
|---|---|---|---|
| Storyboard & instructional design Analysis, learning objectives, and approved storyboard | [ 4 ] | [ rate ] | [ amount ] |
| eLearning development Build, media, and interactions in the agreed authoring tool | [ 8 ] | [ rate ] | [ amount ] |
| LMS packaging & QA SCORM export, test upload, and bug fixes | [ 2 ] | [ rate ] | [ amount ] |
| [ Add or remove lines as needed ] |
Bank transfer
[ Account name ]
[ Account / IBAN ]
[ Sort code / SWIFT ]
[ Or: payment link / PayPal / Wise ]
Payment is due within the terms above. Late payments accrue [ 1.5% ] per month per the signed contract.
Please reference the invoice number with your payment.
Thank you for your business.
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[ Open by reflecting the client's goal back to them in one or two sentences. Show you understood the problem before pitching the solution. For example: Your new hires take twelve weeks to reach full productivity, and you want a self-paced onboarding program that cuts that to eight while keeping quality high. ]
Win itLead with their outcome, not your services. The proposal is about the result they buy, not the hours you sell.
Analyze & align
[ Audience analysis, learning objectives, and a measurable success metric agreed with stakeholders. ]
Design & storyboard
[ Content structure, storyboard, and a prototype screen for sign-off before full build. ]
Build & develop
[ Full development in the agreed authoring tool, with media and interactions. ]
Launch & measure
[ LMS packaging, QA, launch support, and a plan to measure the success metric. ]
- [ One 45-minute eLearning module, SCORM 2004 ]
- [ Source files in the agreed tool ]
- [ Facilitator guide and job aid ]
- [ Two rounds of revisions per milestone ]
- [ Accessibility to WCAG 2.1 AA ]
- [ 30 days of post-launch support ]
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- [ Single module ]
- [ Standard interactions ]
- [ Two revision rounds ]
- [ Everything in Core, plus ]
- [ Facilitator guide + job aid ]
- [ Custom media ]
- [ 30 days launch support ]
TipOffering two options moves the conversation from yes or no to which one. Use the Rate Calculator to set both figures with confidence.
Sign below and return this page. A deposit invoice follows, and the signed Project Contract (Document 02) confirms the full terms. Production begins once the deposit clears.
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Base estimate is . A comfortable range to quote is to once you pad 10 to 20 percent.
How to use itEstimate honestly, then quote the padded number as a single flat fee. Flat pricing rewards you for working efficiently, but only if you cap revisions in the contract. Send anything beyond the included rounds through the Scope Change form.