Free Resources

Free Templates & Resources

Everything you need to run your agency more professionally. All free. No email required.

Templates

Client Onboarding Checklist

A 32-item checklist covering pre-kickoff, kickoff day, and week 1. Interactive and printable.

Download free →Free for agencies and freelancers

Freelance Contract Template

A complete service agreement covering scope, payment, IP rights, revisions, and termination.

Download free →Free for agencies and freelancers

Invoice Template

A professional invoice template with all required fields, payment terms, and late fee clauses.

Download free →Free for agencies and freelancers

Project Brief Template

A structured brief that captures client goals, audience, deliverables, and success metrics.

Coming soonFree for agencies and freelancers

Proposal Template

A 8-section proposal template for agencies and freelancers — with pricing table and e-signature.

Download free →Free for agencies and freelancers

Client Email Templates

Welcome emails, intake questionnaires, kickoff reminders, and late payment follow-ups.

Download free →Free for agencies and freelancers

Scope Change Order

A formal change order template that protects your revenue when client scope expands.

Coming soonFree for agencies and freelancers

Kickoff Meeting Agenda

A structured agenda for your first client meeting — covering goals, timeline, and communication.

Coming soonFree for agencies and freelancers

Comparison guides

HoneyBook vs Dubsado

Side-by-side feature comparison for agencies choosing between the two.

HoneyBook Alternatives

The 6 best HoneyBook alternatives for agencies and freelancers in 2026.

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