Description
Freelancers and service businesses lose money in a very specific way: underpricing their time. This 10-sheet kit makes sure every quote, retainer, and hourly rate actually covers your costs and pays you what you’re worth.
What’s inside the Excel workbook (10 linked sheets):
- Start Here — quick-start instructions
- Hourly Rate Calculator — work out your true hourly rate, including overhead and downtime
- Project Quote Builder — build accurate project quotes in minutes
- Retainer Pricing — price monthly retainers profitably
- Service Tier Comparison — compare Basic/Standard/Premium service packages
- Capacity & Utilization — see how much of your time is actually billable
- Client Profitability — find out which clients are actually profitable (and which aren’t)
- Rate Increase Planner — plan and announce a rate increase without losing clients
- Break-Even Client Count — know exactly how many clients you need to cover your costs
- Dashboard — visual summary of your service business health
Also included:
- A 12-page PDF Companion Guide with worked examples
- A Notion import file to track quotes, retainers, and rate changes over time
Who it’s for: Freelancers, consultants, and service-based businesses (agencies, coaches, designers, developers) who price by the hour, project, or retainer.
Format: Excel (.xlsx), PDF, Notion (.md) — instant digital download.





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