Templates and kits for freelancers

Start every client project organized and calm.

Plain, practical templates you can edit, reuse, and send: intake questions, access checklists, kickoff agendas, email scripts, and more. Set up in about 20 minutes, then use them with every new client.

Shop the kits → Get the free red flags checklist
  • PDF, Word, and Markdown
  • No Canva or paid apps needed
  • Instant download

Available now

Client kits for freelancers

You already know how to do the work. These kits handle everything around it, from the first "yes" to the monthly report and the final sign-off.

First Client Ready Pack cover: client intake, access checklist, scope worksheet, kickoff agendas, first week plan, email scripts, red flags

Freelance onboarding kit

First Client Ready Pack

$19USD

8 editable templates in PDF, Word, and Markdown to take your first freelance client from yes to a smooth first week.

  • Client intake questionnaire: 28 questions across 8 sections, with the must-ask ones marked
  • Definition of done worksheet, so a small project does not quietly double in size
  • Kickoff call agendas in 30, 45, and 60 minute versions
  • Five email scripts: welcome, scope confirmation, access chase, invoice nudge, and handover

For freelancers with their first one to three paying clients: writers, designers, developers, marketers, and virtual assistants.

Buy on Gumroad View on Etsy
Social Media Manager Client Kit cover: client intake, access checklist, scope worksheet, approval workflow, kickoff agenda, monthly report, email scripts, red flags

Freelance social media kit

Social Media Manager Client Kit

$19USD

Editable onboarding, account access, content approval, and monthly report templates for freelance social media managers and VAs.

  • Account access checklist: get added through each platform's own team or partner access, with no shared passwords
  • Content scope worksheet with a clear "not included" list
  • Content approval workflow with a "silence" rule, so nothing is published without a yes
  • Monthly report template: what was posted, what stood out, and next month's focus

For new and growing freelance social media managers, virtual assistants who manage client accounts, and marketers adding social media to their services.

Buy on Gumroad View on Etsy
Client Offboarding and Testimonial Kit cover: handover checklist, final delivery email, feedback questions, testimonial scripts, referral scripts, case study template, wrap-up notes

Freelance project wrap-up kit

Client Offboarding and Testimonial Kit

$12USD

Finish every freelance project cleanly: a handover checklist, a final delivery email with sign-off, feedback questions, honest testimonial and referral scripts, and a one-page case study template.

  • Handover checklist: files delivered, the client confirmed as owner of every account, your access removed, and records kept
  • Final delivery email that asks for a clear sign-off, plus a shorter version and a polite follow-up
  • Testimonial and referral scripts built around written consent before you publish anything
  • One-page case study template, plus private project wrap-up notes

For new freelancers finishing their first few client projects. PDF, Word, and Markdown. The Etsy edition includes the 16 Client Red Flags checklist as a bonus.

View on Etsy

Gumroad orders: 14-day refunds, no questions asked. Etsy orders: if a file is missing or will not open, message us through Etsy and we will fix it.

In the vault

Coming soon

More plain, practical kits are on the way. Each one works in the tools you already have, from Word to Excel and Google Sheets.

For freelancers

Freelance Proposal and Quote Kit

Proposal, quote, and retainer templates with a worked example and five follow-up emails.

$15Coming soon

Client and Project Tracker

Leads, clients, projects, invoices, and follow-ups in one Excel and Google Sheets tracker, with a weekly dashboard.

$12Coming soon

Job Search Tracker and Follow-Up Email Kit

An application tracker for Excel and Google Sheets, plus follow-up, thank-you, and networking emails.

$9Coming soon

For home, events, and small business

Small Landlord Rent and Repairs Kit

A rent, lease, and repairs tracker, move-in and move-out checklist, and tenant message templates.

$15Coming soon

Home Maintenance Tracker and Household Binder

A tracker that works out next due dates for you, plus household, emergency, and home inventory sheets.

$12Coming soon

Wedding Guest List and RSVP Tracker Kit

Counts headcount, meals, tables, and thank-you notes for you, plus RSVP messages and note templates.

$12Coming soon

Craft Fair and Market Vendor Kit

Track events, booth fees, stock, and sales, with a packing list, pricing worksheet, and booth sign wording.

$12Coming soon

Free checklist

16 Client Red Flags

Most client problems give a little warning first. A price that never gets written down. A "quick tweak" that is not quick. A payment that arrives too big, with a request to send some back. This free checklist covers 16 common red flags, each with a calm, practical next step.

  • Before the work starts: 6 flags
  • During the project: 5 flags
  • Payment and scam warning signs: 5 flags
  • A 5 question gut check for any new project
16 Client Red Flags free checklist cover
Get it free $0 on Gumroad

PDF and Word. Enter $0 at checkout, or pay what you like.

Why Copper Vault

Plain documents made to be edited and sent, not decorated.

Copper Vault Templates makes small, focused kits for the parts of work nobody teaches: starting a project well, getting access without chasing, agreeing what "done" means, and following up without awkwardness.

Every kit is written in plain English and built to be trimmed to fit how you work. No design software, no big system to learn.

Works anywhere

Every document in PDF, Word, and Markdown. Paste into Notion, Google Docs, Pages, or an email.

Ready in minutes

A short start-here guide gets you set up in about 20 to 30 minutes, then reuse it for every client.

Safety built in

No shared passwords, clear payment habits, and red flags lists to help you spot scams early.

Honest about scope

Practical organizing tools, not legal or financial advice, and no promises about followers or sales.