Workflow Wizard - Templates & Tutorials for Freelancers

9 ratings

The most successful freelancers have one thing in common: They provide an excellent experience for their clients.

The money is in ongoing relationships with clients. Being able to predict your future income and feel secure knowing you have £££ coming in each month is CRITICAL.

Basically, having a clean workflow and creating an easy, professional system will do absolute wonders for your business and your mental health.

Trust me, I've been there.

When I first started freelancing, my processes were ALL OVER THE PLACE (I still cringe when I think about the one deadline I missed because I forgot to check I had access to a brief 😭).

It wasn't until I got my sh** together and created a systemised approach to signing new clients and doing my best work that things started to change.

Now, I have a library of templates and a water-tight process which means I never miss a step and can deliver high-quality work without even thinking about it.

Introducing Workflow Wizard...

A healthy, streamlined business doesn’t have to be a mystery.

Charm your clients with slick processes and make your life easier with no-trickery templates, capacity planning tutorials, and a workflow you can plug and play for every single client. 

There’s no secret potion or hocus pocus to a thriving freelance business. It’s simply a case of good workflows and time-saving templates. 

Workflow Wizard is a step-by-step guide to onboarding, working with, and offboarding clients in a professional, systemised way. Each step is enhanced with handy templates you can use right now, as well as email scripts that will save you a ton of time.

You'll get:

  • Onboarding and offboarding templates
  • Proposal templates
  • Contract templates
  • Rates sheet templates
  • Content brief templates
  • Sample email scripts for upselling, asking for testimonials, and avoiding the dreaded scope creep
  • Video tutorials that walk you through how I calculate my max capacity and how I create an easy workflow

Pay a one-time fee to unlock a library of ready-to-go templates, workflow management tips, and tutorials for getting booked up without getting burnt out. 

"An incredibly helpful collection of every template you could possibly need as a freelance writer." - Rosanna Campbell, B2B SaaS Content Writer

"I've been freelancing for a while now and have some processes in place, but Workflow Wizard really helped me to fill in the gaps. Lizzie's videos clearly laid things out and gave me ideas for how to tweak to fit my own way of doing things. I know this is going to help me organize myself and keep on top of my business. Wish I had it when I first started out. Worth every cent!" - Shari Talbot, B2B Technology Content Writer 

"I'm truly impressed with the template's design; it makes navigation a breeze. Plus, it offers comprehensive client onboarding templates that I can simply copy and paste. I now feel a sense of relief knowing that I have a structured and efficient workflow that not only saves me time but also keeps me organized". - Mubarak, B2B Tech Copywriter

I want this!

Note: Depending on where you're based, there may be a % VAT charge added to your purchase at checkout. This is a legal requirement for digital products.

Copy product URL


(9 ratings)
5 stars
4 stars
3 stars
2 stars
1 star

Workflow Wizard - Templates & Tutorials for Freelancers

9 ratings
I want this!