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Win the work and get paid

Eight resources covering everything between a first conversation and a paid invoice — whether the person deciding is a client or an employer. Each one is the document that gets asked for at a specific point, so they are grouped by when that happens.

Which one do you need?

If you need to… Use You get
Show a buyer you have done this before Case study Word template + worked example
Assemble your work into something a buyer can read Portfolio Word template + examples per discipline
Decide what to charge, and check the margin Pricing & packages Excel with a margin calculator
Pitch for a retainer or a project Proposal Word template + completed example
Agree terms before starting Contract & invoice Word contract + Excel invoice
Stop rewriting the same email every week Client emails Six editable emails in Word
Fix a website that is not producing enquiries Website structure Page-by-page spec + launch checklist
Apply for a marketing role CV and resume Word template + worked examples

8 resources All free, no signup

The order these get asked for

Almost everyone builds these in the wrong order — the proposal template first, because that is the thing due on Friday, and the proof afterwards. The proof is what makes the proposal work, so it is cheaper to have it ready before you need it.

  1. Proof, before anyone asks. One or two case studies matched to the kind of buyer you want. Ask for permission at the start of an engagement, in the contract, not at the end — that single change is the difference between having case studies and not.
  2. A price you can say out loud. Decided before a call, not during one. Publishing a "from" figure reduces enquiries and increases closed deals, because people who were never going to buy filter themselves out.
  3. The proposal. Faster to write and more convincing when the first two exist, because most of it is assembly rather than persuasion.
  4. The contract, before any work starts. Including the confidentiality carve-out that lets you write the case study for the next pitch.
  5. The invoice, and the email that chases it. Unglamorous and the reason the rest matters.

What none of this fixes

Templates do not fix positioning. If a buyer cannot tell from your website what you specialise in and who you are for, a better proposal document will not rescue the conversation — and the most common reason an agency site produces no enquiries is a slogan where a specialism should be. That is a copy decision, not a design or template one, which is why the website structure here is a specification rather than a theme.