Quotes, Scope and Saying No: a Simple Client Agreement Kit
Quote and one-page agreement templates, a not-included list, and calm scripts for extras, price pushback and saying no.
In Under $15
By Whole Life HQ4 parts · about 5,500 words · printable · read online
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OpenWho it's for
One-person service providers who want written quotes and a one-page agreement, and kind words for requests that go beyond the job.
What you receive
- 4 written parts, with a quote template and three worked quotes
- A scope worksheet and a not-included list
- A one-page plain-words agreement
- Scripts for extras, price pushback and saying no
4 printable pages, in reading order
- Part 1: What a good quote says
- Part 2: Scope, and the not-included list
- Part 3: A one-page agreement in plain words
- Part 4: Change requests, saying no and hard moments
See inside
The first 4 pages, as they print.
Look inside
The first page, word for word. 4 printable pages in total.
Part 1: What a good quote says
Most disagreements between a small-service provider and a client are not about bad intentions. They come from two people picturing slightly different jobs. "I thought that was included" is the sentence this kit is designed to prevent.
This kit covers four things: a clear quote, a "scope" that says what is and is not included, a one-page agreement in plain words, and calm scripts for saying no or changing the deal. It is for cleaners, tutors, designers, photographers, handymen, writers and anyone who sells their time and skill to individuals or small businesses.
It describes a process. It does not promise how any client will respond. It is general information, not legal advice. Contract law differs by state and by situation. For a large or unusual job, or if you want a contract reviewed, talk to a lawyer. Your state bar association or a local small business center can often point you to low-cost help.
What is in this kit
- Part 1: what a quote says, and a fill-in quote template.
- Part 2: scope, the "not included" list, and how to keep a job from growing.
- Part 3: a one-page agreement in plain words, with three worked examples.
- Part 4: change requests, saying no, and scripts for hard moments.
What is in each part
- What a good quote says
- Scope, and the not-included list
- A one-page agreement in plain words
- Change requests, saying no and hard moments
What buyers say
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Downloads included
4 printable pages: see the list
- Part 1: What a good quote says
- Part 2: Scope, and the not-included list
- Part 3: A one-page agreement in plain words
- Part 4: Change requests, saying no and hard moments
They open in your library, and you can print them, once they are yours.
Who wrote it
Written by the Whole Life HQ team.
Not yet reviewed by an outside expert. It is general information, not professional advice.
General information, not professional advice.
How you get it
- In your libraryAfter you pay, it is in your library straight away.
- Any devicePhone, tablet or computer. Print it if you like paper.
- Yours to keepIt stays in your account, and you can come back any time.
