Home Marketplace Web Agency Toolkit
The Web Agency
Toolkit
39 editable files covering a client web project from first enquiry to final invoice. Web design contracts, a statement of work with the exclusions that stop scope creep, 12 delivery SOPs, proposal templates, a pitch deck, and a freelance pricing calculator that actually calculates. Word, Excel, PowerPoint and Markdown — everything editable.
Instant download · Commercial licence, unlimited client projects · Free updates for life · 7-day refund
Actual pages
Not a stock photo of a handshake.
The real files.
Four pages lifted straight out of the bundle — the exclusions list, the day-rate sheet, the options slide and a delivery SOP.
The problem
Nobody loses a web project
on the CSS.
They lose it by quoting before asking who writes the copy. By absorbing the fourth "quick change" without logging it. By launching a redesign with no redirect map and finding out six weeks later. By handing over with no written support boundary and answering questions for free until March. By chasing an invoice they have no contractual right to chase.
You can design and build beautifully and still lose money on every one of those. This toolkit is the paperwork and the process that closes all five.
Not — another set of design templates
What's inside
39 files, in the order
you'd actually use them.
Web design contracts — 5 editable Word documents
A web design services agreement with IP transferring on final payment, a liability cap and enforceable late-payment terms. A statement of work template carrying deliverables with visible units, numbered assumptions, 12 standard exclusions and a 40/30/30 payment schedule. Plus a mutual NDA, a change order with phase multipliers, and a website care plan agreement.
Fields — marked [LIKE THIS]
Agency SOPs — 12 standard operating procedures
Lead qualification, discovery call, scoping and estimating, proposal and close, project kickoff, design and build, QA and pre-launch, launch day, handover and training, change requests, invoicing and chasing, offboarding and referrals. Each with a trigger, one named owner, numbered steps, a definition of done, and the failure modes that usually bite.
Paste into — Notion, ClickUp, anything
Web design proposal templates + pitch deck
A proposal built on the three-tier pricing ladder that opens with the client's problem instead of your process. A one-page proposal for small projects and warm referrals. A 12-slide pitch deck with speaker notes on every slide. And a five-email follow-up sequence, because most proposals are lost to silence rather than rejection.
Deck — 12 slides, 16:9
Freelance pricing calculator — a real spreadsheet, not a PDF
Your day rate derived from target income, business costs, tax set-aside and a realistic billable percentage. A project quote builder with 14 sizing baselines and complexity multipliers that produces the quote, the three tiers and the payment schedule. Care plan pricing with a capacity model. And a profitability check you fill in after each project to find out whether you actually made money.
Formulas — 73, all live
Client communication templates
Onboarding questionnaire, kickoff agenda, weekly update template, handover pack — and an email swipe file for the awkward ones: chasing payment, declining spec work, pausing work for non-payment, raising a change order, and asking for the referral.
A worked example
One project — a physio clinic rebuild — run through every document in order, so you can see how the pieces connect before you use any of them.
Who it's for
Built for people who
run client projects.
Freelance web designers
You run every stage yourself — pitch, build, launch, support — and the admin is what eats the margin.
Small web studios
Two to ten people who need delivery to be consistent no matter who picks up the project.
Developers taking client work
Strong on the code, less interested in writing a scope of work from scratch every time.
Not a fit if you only build your own products and never quote, invoice or hand over to a client — most of the value sits in the commercial stages.
Honestly
What this isn't.
The contracts are drafting starting points, not legal advice. They have not been reviewed by a lawyer in your jurisdiction, and contract law differs materially by country and by state — including IP assignment, liability caps and what's enforceable on late payment. Have a solicitor or attorney review anything you intend to sign.
The bundle includes a README naming the six clauses most worth their hour and five questions to ask them. That's where most of the value sits: a one-hour review of a document that already exists costs a fraction of drafting one from scratch.
The pricing calculator is a framework, not financial advice — it doesn't know your market, costs or tax position. And the SOPs describe a solo operator or small studio; above about five people you'll want to split ownership.
Isn't — legal or financial advice
Questions
Before you buy.
What should a web design contract include?
At minimum: the scope and what is explicitly excluded, fees and a payment schedule, when intellectual property transfers, revision limits, a warranty period, a liability cap, termination terms and governing law. The services agreement in this toolkit covers all of those, and the statement of work carries the scope, assumptions and 12 standard exclusions separately — so you renegotiate scope every project without reopening the terms.
Can I use these contracts in my country?
They are drafting starting points, not legal advice, and they have not been reviewed by a lawyer in any jurisdiction. Contract law differs by country and by state. The contracts README names the six clauses most sensitive to jurisdiction — IP assignment, liability cap, late-payment interest, termination, consumer versus business clients, and governing law — plus five questions to ask a solicitor, so a single hour of review covers you for every project afterwards.
How does the pricing calculator work?
Sheet 1 derives your minimum day rate from target take-home income, business costs, tax set-aside, working weeks and a realistic billable percentage — then adds a 30% margin to give the rate you should actually quote. Sheet 2 builds a project quote from 14 sizing baselines with complexity multipliers per line. Sheet 3 prices a care plan and tells you how many clients you can hold. Sheet 4 checks whether a finished project actually made money. 73 live formulas throughout.
Can I edit everything and use my own branding?
Yes. Every file is editable — Word, Excel, PowerPoint and Markdown, no locked PDFs. The licence covers unlimited client projects including paid commercial work, and you can send the client-facing documents to your clients under your own name with no attribution. You may not resell or redistribute the files themselves.
How do I stop scope creep on client projects?
Two things do most of the work. First, an exclusions list in the statement of work — 12 standard ones are included, and they are what make a fixed price defensible. Second, a change-request procedure that gives every out-of-scope ask a verdict within one exchange: included, warranty, absorbed or change order. Absorbed work gets logged with a running total, because silent absorption is invisible until the month is gone.
What formats are the files in?
10 Word documents, 1 Excel workbook, 1 PowerPoint deck and 27 Markdown files. Word and PowerPoint open in Microsoft Office, Google Workspace, LibreOffice and Pages. Markdown opens in anything and pastes straight into Notion with formatting intact.
39 files. One afternoon saved, every project.
Instant download. Commercial licence for unlimited client projects. Free updates for life. Seven-day refund if it isn't useful.
Launch price · Going to $129 after the first 20 sales
Would you rather we ran the project?
This toolkit came out of our own delivery pipeline. If you'd rather hand the whole thing over than run it yourself, that's the day job: websites, automation and AI systems at a fixed price, with everything owned by you at handover. Or read what to include in a web design contract first.