Business Tools
Worksheets and calculators for running client work: onboarding checklists, discovery call questions, candidate scorecards, billable hours and retainer capacity. They are built for freelancers and small agencies who want a quick, structured answer without a spreadsheet.
Candidate Scorecard Builder
Create a simple candidate scorecard with criteria, evidence notes, and decision prompts.
Open ToolTime Tracking Summarizer
Free time tracking summarizer that adds pasted hour entries, groups notes, and estimates billable value from a rate. Runs locally in your browser for...
Open ToolBillable Hours Rounder
Free billable hours rounder that rounds time entries to common billing increments and estimates invoice value. Runs locally in your browser for private...
Open ToolClient Onboarding Checklist
Generate a client onboarding checklist with kickoff, access, assets, approvals, and communication steps.
Open ToolDiscovery Call Question Builder
Generate discovery call questions for service, consulting, website, and marketing projects.
Open ToolProject Risk Matrix Builder
Score project risks by likelihood and impact, then generate mitigation notes. Free private browser tool.
Open ToolClient Red Flag Checklist
Generate a client-fit checklist for reviewing risky projects before accepting work.
Open ToolElevator Pitch Builder
Free elevator pitch builder that creates short 15, 30, and 60 second pitch drafts from your offer, audience, and proof. Runs locally in your browser for...
Open ToolLead Qualification Scorecard
Score a lead by budget, urgency, fit, authority, and problem clarity. Free private browser tool.
Open ToolLocal Competitor Comparison Worksheet
Create a worksheet for comparing local competitors from manually gathered notes.
Open ToolProposal Scope Builder
Generate a clear proposal scope section with deliverables, assumptions, exclusions, timeline, and acceptance criteria.
Open ToolProposal Section Builder
Generate proposal sections for objectives, deliverables, assumptions, exclusions, and next steps.
Open ToolRetainer Capacity Calculator
Calculate included hours from a monthly retainer and an hourly rate. Everything is calculated locally in your browser, with no uploads or sign-ups.
Open ToolAnnual Contract Value Calculator
Calculate total and annual contract value from a monthly amount and a term. Everything is calculated locally in your browser, with no uploads or sign-ups.
Open ToolContractor Day Rate Calculator
Calculate a contractor day rate from a project budget and billable days. Everything is calculated locally in your browser, with no uploads or sign-ups.
Open ToolFreelance Day Rate Calculator
Free freelance day rate calculator that runs locally in your browser.
Open ToolJob Post Clarity Checker
Review a job post for clarity, responsibilities, requirements, compensation, and application instructions.
Open ToolMeeting Agenda Builder
Build a clear meeting agenda with goals, topics, timing, attendees, and next steps. Free private browser tool.
Open ToolMeeting Time Planner
Free meeting time planner that calculates dates and times locally in your browser with specific examples, limits, and copy-ready output. No account required.
Open ToolMonthly Retainer Calculator
Estimate a monthly service retainer from hours, hourly value, overhead, margin, and tool costs. Free private browser tool.
Open ToolOnboarding Plan Generator
Generate a 30-day onboarding plan for a new hire, contractor, or team member.
Open ToolProduct Requirements Checklist
Generate a practical product requirements checklist for new features, pages, tools, and internal systems.
Open ToolProject Handoff Checklist
Create a handoff checklist for delivering files, access, documentation, and next steps.
Open ToolSKU Generator
Generate simple SKU patterns from product, category, color, size, and sequence notes.
Open ToolScope Creep Response Generator
Draft polite scope creep responses that protect boundaries and offer next steps.
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