# Workflows. > Practical ways to connect your tools and your client work. Explore Client Work HQ’s workflows for freelancers, agencies and consultants. Canonical: https://clientworkhq.net/topics/workflows/ [← All guides](https://clientworkhq.net/blog/) CLIENT WORK HQ / WORKFLOWS Practical ways to connect your tools and your client work. ## Where to start. Follow the information as it moves between people and tools. Start with subscription costs, then examine ownership, approvals and the point where agreed work becomes an invoice. [Find your business's reading path ↗](https://clientworkhq.net/for/)[Use the trial worksheet ↗](https://clientworkhq.net/tools/trial-checklist/)[Calculate your software budget ↗](https://clientworkhq.net/tools/software-stack-calculator/) Workflows6 min read ### [How to Price Coaching Packages: Sessions and Terms](https://clientworkhq.net/blog/how-to-price-coaching-packages/) How to price coaching packages: sell sessions, not hours, decide length and payment terms first. Worked example with a $1,500 package, $1,425 paid in full or $750 + $750. [Read the guide](https://clientworkhq.net/blog/how-to-price-coaching-packages/) Workflows8 min read ### [How to Price Photography Packages: 3 Tiers, Worked Example](https://clientworkhq.net/blog/how-to-price-photography-packages/) How to price photography packages: hours times your rate plus costs, three tiers worked out to the dollar, a 30% deposit and an add-on priced from the same math. Made-up numbers. [Read the guide](https://clientworkhq.net/blog/how-to-price-photography-packages/) Workflows7 min read ### [How to Productize Your Service: A Worked Example](https://clientworkhq.net/blog/how-to-productize-your-service/) How to productize your service in six steps: pick the repeat job, name the outcome, list what is in and out, set one price, add one add-on and write payment terms. Worked example. [Read the guide](https://clientworkhq.net/blog/how-to-productize-your-service/) Workflows8 min read ### [Agency Software Cost in 2026: A Five-Person Stack](https://clientworkhq.net/blog/agency-software-cost/) What a five-person agency pays for five verified subscriptions, a client portal priced on the side and three stack configurations, from vendor pages read Oct 14-22, 2026. [Read the guide](https://clientworkhq.net/blog/agency-software-cost/) Workflows17 min read ### [Client Onboarding Process in 2026: 6 Steps](https://clientworkhq.net/blog/client-onboarding-process/) A 6-step client onboarding process for agencies, with a welcome email, a 15-question questionnaire, a kickoff agenda, email templates, a 14-day checklist and tools. [Read the guide](https://clientworkhq.net/blog/client-onboarding-process/) Workflows9 min read ### [Deposit Request Email: How to Ask for a Deposit (Template)](https://clientworkhq.net/blog/deposit-request-email/) How to ask a client for a deposit without awkwardness: a copyable request email, a pre-send checklist, a follow-up note and how to reconcile the balance afterward. [Read the guide](https://clientworkhq.net/blog/deposit-request-email/) Workflows18 min read ### [Freelance Contract: What to Include (2026)](https://clientworkhq.net/blog/freelance-contract-what-to-include/) What to include in a freelance contract: 11 clauses with example wording for scope, payment, late fees, revisions, ownership and kill fees, plus tools to send it. [Read the guide](https://clientworkhq.net/blog/freelance-contract-what-to-include/) Workflows9 min read ### [Get a Proposal Signed and Paid From One Link](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/) Replace the PDF, the e-sign request and the invoice with one client link: proposal, optional add-ons, signature, deposit and contract. Setup steps and which plan does what. [Read the guide](https://clientworkhq.net/blog/get-proposal-signed-and-paid-in-one-link/) Workflows18 min read ### [Get Clients to Pay on Time in 2026](https://clientworkhq.net/blog/how-to-get-clients-to-pay-on-time/) How to get clients to pay on time: terms, deposits, reminders, scripts and a late-payment schedule, plus five tools compared on plan price and reminder features. [Read the guide](https://clientworkhq.net/blog/how-to-get-clients-to-pay-on-time/) Workflows7 min read ### [How to Charge for Extra Work (2026): A Change Order Template and What to Say](https://clientworkhq.net/blog/how-to-charge-for-extra-work/) How to charge a client for extra work: the rule for when a request is a change order, the four lines every change order needs, the words to send and three mistakes. [Read the guide](https://clientworkhq.net/blog/how-to-charge-for-extra-work/) Workflows9 min read ### [How to Choose a CRM for a Small Business: Test Before You Buy](https://clientworkhq.net/blog/how-to-choose-a-crm-for-a-small-business/) How to choose a small-business CRM: map three handoffs, run one sample client from inquiry to invoice, score the result, and total the real cost before you commit. [Read the guide](https://clientworkhq.net/blog/how-to-choose-a-crm-for-a-small-business/) Workflows6 min read ### [How to Follow Up on a Proposal (2026): 3 Messages, the Days to Send Them and What to Say](https://clientworkhq.net/blog/how-to-follow-up-on-a-proposal/) How to follow up on a proposal when the client goes quiet: three short messages on day two, five and ten, the words to copy, subject lines and the mistakes to avoid. [Read the guide](https://clientworkhq.net/blog/how-to-follow-up-on-a-proposal/) Workflows9 min read ### [How to Get More Clients for Your Agency: A Weekly Pipeline Plan](https://clientworkhq.net/blog/how-to-get-clients-for-your-agency/) How to get more clients for your agency without waiting on referrals: work backward from your goal, feed five channels weekly, and track every lead source. Illustrative numbers. [Read the guide](https://clientworkhq.net/blog/how-to-get-clients-for-your-agency/) Workflows18 min read ### [How to Invoice as a Freelancer in 2026](https://clientworkhq.net/blog/how-to-invoice-clients-as-a-freelancer/) How to invoice clients as a freelancer: what to include, a fill-in template, payment terms, when to invoice, reminder emails, plus five invoicing tools compared on plan prices. [Read the guide](https://clientworkhq.net/blog/how-to-invoice-clients-as-a-freelancer/) Workflows13 min read ### [How to Manage Clients as a Freelancer (2026): A 7-Part System With Templates](https://clientworkhq.net/blog/how-to-manage-clients-as-a-freelancer/) How to manage clients as a freelancer: one record per client, an intake routine, a weekly update template, one channel, office hours, a Friday money check and offboarding. [Read the guide](https://clientworkhq.net/blog/how-to-manage-clients-as-a-freelancer/) Workflows13 min read ### [How to Price Your Services (2026): The Floor Rate Formula, 5 Methods and Examples](https://clientworkhq.net/blog/how-to-price-your-services/) How to price your services as a freelancer or agency: work out your floor rate, choose hourly, day rate, project, value or monthly pricing, and offer options. [Read the guide](https://clientworkhq.net/blog/how-to-price-your-services/) Workflows8 min read ### [How to Qualify a New Client Before Writing a Proposal](https://clientworkhq.net/blog/how-to-qualify-a-client/) Qualify a new client with three questions before you write a proposal: what must change, who decides and when. Then propose, clarify or decline, with email scripts. [Read the guide](https://clientworkhq.net/blog/how-to-qualify-a-client/) Workflows13 min read ### [How to Raise Your Rates as a Freelancer (2026): Timeline and Rate Increase Email](https://clientworkhq.net/blog/how-to-raise-your-rates-as-a-freelancer/) How to raise your rates as a freelancer: when and how much, notice periods, a rate increase email template, replies to pushback and grandfathering old clients. [Read the guide](https://clientworkhq.net/blog/how-to-raise-your-rates-as-a-freelancer/) Workflows12 min read ### [How to Say No to a Client Without Losing Them (2026): 5 Polite Replies to Copy](https://clientworkhq.net/blog/how-to-say-no-to-a-client/) How to say no to a client politely: the no-but method, when to say no, five replies to copy (out of scope, rush, discount, bad fit, after hours) and phrases to use. [Read the guide](https://clientworkhq.net/blog/how-to-say-no-to-a-client/) Workflows13 min read ### [How to Stop Scope Creep With Clients (2026): 4 Fixes and What to Say](https://clientworkhq.net/blog/how-to-stop-scope-creep/) How to stop scope creep with clients: a clear scope, one change-request rule, a price before the work and an hours check, plus the out-of-scope reply to send. [Read the guide](https://clientworkhq.net/blog/how-to-stop-scope-creep/) Workflows9 min read ### [How to Use Workspace369 (2026): From Inquiry to Paid Invoice](https://clientworkhq.net/blog/workspace369-walkthrough/) A Workspace369 walkthrough for 2026: one client job from inquiry to signed proposal, project, tracked hours and paid invoice, with the lowest plan each step needs. [Read the guide](https://clientworkhq.net/blog/workspace369-walkthrough/) Workflows12 min read ### [How to Write a Business Proposal Clients Sign (2026): 7 Sections and a Template](https://clientworkhq.net/blog/how-to-write-a-business-proposal/) How to write a business proposal for a client: the 7 sections, a copy-paste template, priced options, ideal length, mistakes to avoid and follow-up emails. [Read the guide](https://clientworkhq.net/blog/how-to-write-a-business-proposal/) Workflows14 min read ### [How to Write a Proposal Email Clients Reply To (2026): 5 Parts, Examples and Follow-Ups](https://clientworkhq.net/blog/how-to-write-a-proposal-email/) How to write a proposal email: a subject line they can find, five parts in about 100 words, example wording, when to send it and two follow-ups that get a reply. [Read the guide](https://clientworkhq.net/blog/how-to-write-a-proposal-email/) Workflows13 min read ### [How to Write a Scope of Work (2026): 8 Parts, a Template and a Full Example](https://clientworkhq.net/blog/how-to-write-a-scope-of-work/) How to write a scope of work: the 8 parts from objectives to the change process, a copy-paste template, a full consulting example and the mistakes that cause disputes. [Read the guide](https://clientworkhq.net/blog/how-to-write-a-scope-of-work/) Workflows8 min read ### [Switching From HoneyBook in 2026: Export, Move, Then Cancel Last](https://clientworkhq.net/blog/switch-from-honeybook-to-workspace369/) Switching from HoneyBook in 2026: what you can export, what stays behind, an 8-step move to Workspace369 and plan prices for teams of 1, 2, 5 and 10 people. [Read the guide](https://clientworkhq.net/blog/switch-from-honeybook-to-workspace369/) Workflows6 min read ### [Client Intake Form (2026): 10 Questions to Ask a New Client, in Order](https://clientworkhq.net/blog/client-intake-form/) A client intake form with the 10 questions to ask a new client, in the right order: which to require, why the budget is optional and the question that stops projects stalling. [Read the guide](https://clientworkhq.net/blog/client-intake-form/) Workflows7 min read ### [Freelance Hourly Rate Calculator (2026): The 5-Step Formula, Worked Out](https://clientworkhq.net/blog/freelance-hourly-rate-calculator/) Calculate your freelance hourly rate in five steps: income goal, costs, a buffer for slow months and the hours you really bill, with a worked example and a rate table. [Read the guide](https://clientworkhq.net/blog/freelance-hourly-rate-calculator/) Workflows8 min read ### [How to Run a Small Agency: The 5 Numbers to Check Every Week](https://clientworkhq.net/blog/how-to-run-a-small-agency/) How to run a small agency with a weekly rhythm and five Friday numbers: pipeline, utilization, margin, cash and overdue invoices. Rules of thumb with a worked pricing example. [Read the guide](https://clientworkhq.net/blog/how-to-run-a-small-agency/) Workflows7 min read ### [How to Track Time as a Freelancer: Find Your Real Hourly Rate](https://clientworkhq.net/blog/how-to-track-time-as-a-freelancer/) How to track time as a freelancer: log project, activity and duration, separate tracked from billable time, review weekly and find your real hourly rate. [Read the guide](https://clientworkhq.net/blog/how-to-track-time-as-a-freelancer/) Workflows6 min read ### [How Much to Charge for a Website (2026): A Worked Quote, Line by Line, With the Deposit](https://clientworkhq.net/blog/how-much-to-charge-for-a-website/) How much to charge for a website: build the price from hours times your rate, show it line by line, pick hourly, fixed or packages, and ask for a deposit before you start. [Read the guide](https://clientworkhq.net/blog/how-much-to-charge-for-a-website/) Workflows6 min read ### [How to Invoice International Clients (2026): 7 Steps for Currency, Dates and Details](https://clientworkhq.net/blog/how-to-invoice-international-clients/) How to invoice international clients in 7 steps: choose the currency, show it clearly, make dates unmistakable, match the language, add the details and test the link. [Read the guide](https://clientworkhq.net/blog/how-to-invoice-international-clients/) Workflows6 min read ### [How to Set Up a Freelance Retainer (2026): Price It, Scope It and Handle Unused Hours](https://clientworkhq.net/blog/how-to-set-up-a-freelance-retainer/) How to set up a freelance retainer: the three types, a pricing formula, what the scope should say, what happens to unused hours and a monthly invoice that sends itself. [Read the guide](https://clientworkhq.net/blog/how-to-set-up-a-freelance-retainer/) Workflows6 min read ### [Net 15 vs Net 30 (2026): Which Payment Terms Should a Freelancer Use?](https://clientworkhq.net/blog/net-15-vs-net-30/) Net 15 vs net 30 for freelancers: what each payment term means, which to choose for small and large clients, how to set it on an invoice and how to add a late fee fairly. [Read the guide](https://clientworkhq.net/blog/net-15-vs-net-30/) No guides match that search. Try a tool name, “agency”, or “freelancer”. ## More - [Home](https://clientworkhq.net/) - [llms.txt](https://clientworkhq.net/llms.txt) - [ai.txt](https://clientworkhq.net/ai.txt)