Document pack
AI Workflow Kit for Freelancers and Creatives: 13 Workflows for Proposals, Invoices and Client Updates
Proposals, status updates and invoice follow-ups written from your notes, with FTC disclosure and copyright checks for creative work.
$19 one time · Word and PDF · download link by email
Who it is for
Freelance designers, writers, photographers, developers, consultants and creators.
Not the right fit if
You aren't a freelancer or creative, or you want AI to send things for you without a human check: every workflow here assumes you read the draft first.
Why it is different
- Sponsored-post check follows the FTC's Disclosures 101.
- AI-use note and copyright checklist cite the U.S. Copyright Office.
- Works with any chat assistant; no vendor is named or ranked.
What is inside
- Every workflow in this kit. Client proposal from discovery-call notes; Scope recap after kickoff; Lead reply and discovery-call agenda; Invoice follow-ups, polite to firm; Weekly project status update; Out-of-scope request reply; Portfolio case study; Weekly social and LinkedIn posts; Sponsored and gifted content disclosure check; Testimonial requests and review replies; Project handoff email; Rate increase notice; AI-use note to clients and a copyright check.
- Also included. A one-page safety card, a 30-day rollout plan and an Excel tracker of the hours each workflow saves you as a freelancer.
Get it
AI Workflow Kit for Freelancers and Creatives
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. AI drafts can be wrong; check every one before it goes out. General information, not legal, tax or financial advice. Check your state and local rules. Not affiliated with any AI provider. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The AI Workflow Kit for Freelancers and Creatives comes as a zip with four documents, each as an editable Word file and a printable PDF: Start Here, Workflow Book, AI Safety Rules Card, and 30 Day Rollout Plan, plus an Excel workbook (Time Saved Tracker). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information, not legal, tax or financial advice. Check your state and local rules.
Is it the right fit for me?
It is made for freelance designers, writers, photographers, developers, consultants and creators. Skip it if you aren't a freelancer or creative, or you want AI to send things for you without a human check: every workflow here assumes you read the draft first.
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