Every document you need to win a client, protect yourself, charge correctly, and get paid. One purchase.

How you win the client. The document that gets sent before the contract.

A six-file proposal system covering every stage and project size:

• The Master Proposal Template

  A 10-slide premium pitch deck for $5,000–$50,000+ projects. Includes a client-personalised cover with credibility stats, a Strategic Diagnosis slide where you reflect the client's own words back to them (the slide that wins deals), a Creative Direction section, a full Delivery System and Asset Pack breakdown, a five-stage production timeline, four-tier investment options with pricing psychology built in (the middle tier closes most often), a Business Case and ROI slide, and a structured Next Steps close.

• The Lightweight Fast Proposal

  A 4-slide version for quick-turnaround projects, repeat clients, and same-week closes. Cover, deliverables and investment, social proof and process, three-way close.

• Six modular Pricing Option Pages

  Swap in the right format per client: single recommended package, three-tier comparison, monthly retainer tiers, add-on and upgrade menu, rush fee and usage licensing schedule, enterprise custom quote.

• Seven industry-specific Case Study Inserts

  SaaS/B2B Tech, Wedding Film, Local Business, Enterprise Corporate, Event Production, Documentary/Non-Profit, Product Launch. Match the vertical to the prospect.

• Seven Objection and ROI Pages

  Drop into any proposal to pre-empt budget objections before they arise. Includes a full ROI breakdown, the real cost of cheap video, internal time saved, paid ads performance data, content reuse value, and stakeholder buy-in scripts for CFO, CMO, Procurement, and CEO.

• The Closing System Instruction Guide

  13 slides covering how to customise in 15 minutes, pricing psychology (five principles), how to present live on Zoom or in-person, PDF send strategy and email template, the 14-day ghosting prevention follow-up sequence, Loom walkthrough strategy, upselling to retainers, live objection handling scripts, and the fast close playbook for sub-$5K projects.

What you charge the client. The number you send with confidence, not anxiety.

A six-tab Google Sheets calculator that tells you — before you send any quote — exactly what you should charge based on your real costs.

• Project Inputs tab

  Nine sections covering every cost a video project carries. Three separate rates (pre-production hourly, production day rate, post-production hourly). Seven pre-production line items (discovery calls, concepting, scripting, storyboarding, location scouting, scheduling, revision rounds). Production inputs (shoot days, hours per day, crew prep, travel, setup, second shooter, drone). Nine post-production line items (ingest, rough cut, fine cut, motion graphics, sound design, colour grade, export, revision rounds, captions). Twelve hard cost categories. Business overhead allocation (six monthly overhead categories converted to a per-project cost). Profit target and fee modifiers (target margin %, rush fee %, scope risk buffer %, tax rate, contingency %). Seven add-on upsell line items.

• Pricing Outputs tab

  Eight headline metrics shown automatically — Final Quote (ex tax), Cost Floor (the absolute minimum you can charge without losing money), Recommended Quote (hitting your target margin), Total Add-Ons, Profit Margin %, Take-Home, Revenue Per Hour, Break-Even Price. Plus smart alerts: "Below Cost Floor?" (yes/no), "Target Margin Met?" (yes/no), Effective Hourly Rate with a threshold warning.

• Scenario Tester tab

  Five client types side by side — Budget Client, Standard Client, Premium Client, Agency/Commercial, Enterprise — each showing Labour Cost, Project Cost, Cost Floor, Recommended Quote, Final Quote, Gross Profit, Effective Hourly Rate, and Scope Creep Risk Rating. The tool that shows you which client type your cost structure actually requires.

• Worked Example tab

  A complete filled-in project (3-minute brand film for a local business, all inputs entered, every output calculated) so you can see exactly how the system works before running your own numbers.

• Pricing Guide tab

  1,000 words on the business logic — why creatives underquote, the cost floor formula, margin vs hourly thinking, handling revision rounds safely, rush fee guidance, pricing premium clients, scope creep protection.

How you protect yourself. The documents that define what's agreed before any work begins.

Four professionally written documents covering the legal and commercial framework of every video project:

• The Video Production Agreement

  A comprehensive project contract covering: parties and effective date, project summary, full scope of services (pre-production, production, post-production — include or exclude by project), deliverables table (format, resolution, aspect ratios, delivery method, target dates), client responsibilities, production schedule and timing, revision rounds (number included, what counts, add-on fee structure), payment structure, cancellation and postponement terms with graduated fee thresholds, intellectual property and portfolio rights, governing law placeholder (works in any country).

• The Usage Rights and Licensing Addendum

  The document most video businesses don't have, and the one that causes the most disputes. Licence type selector (non-exclusive, exclusive, or full ownership transfer — with plain-English explanation of each). A channel-by-channel usage table covering 16 specific platforms and contexts including website, Instagram, Facebook, TikTok, LinkedIn, YouTube (organic and monetised separately), Google Ads, programmatic, TV, out-of-home, in-store screens, email, internal, events, press, third-party syndication. Territory selection. Licence duration and expiry terms. Paid advertising section. Raw footage rights. Project file ownership.

• The Payment Terms and Late Fee Policy

  A standalone payment policy document to send with every proposal and invoice. Standard payment structure with three-stage schedule. Six payment terms options. Three late fee structures (flat fee, percentage, statutory interest — choose one). Late payment consequences (work suspension, file withholding, debt recovery rights). Expenses policy. Additional work and revision billing rates. Failed payment and chargeback handling. Client acknowledgment signature block.

• The Quick Reference Guide and Optional Clause Library

  A pre-send checklist for each of the three main documents (every field that needs completing before a contract goes out). Seven ready-to-paste optional clauses for specific situations: travel days and expenses, client on-set attendance and approvals, outdoor shooting and weather contingency, rush delivery premium, drone and aerial filming (regulatory compliance), mandatory producer credit line, enhanced non-disclosure agreement. Each clause includes a note on where in the contract it belongs.

How you get paid. The system that handles invoicing and late payment without personal discomfort.

Four documents that together form a complete accounts receivable system:

• The Professional Invoice Template

  A Word template built for video production billing at the $2,000–$25,000+ range. Every standard service pre-written as a line item: pre-production, filming days, post-production, colour grading, sound design, social cutdowns, revision rounds, music licensing, stock footage, rush delivery, travel and expenses, raw footage transfer, usage rights extension. Subtotal, discount, tax, deposit received, and total due calculated by formula. Payment instructions block (bank transfer with all ACH/wire fields, Stripe, PayPal, Wise, card). Payment information sidebar (reference, due date, late fee warning, delivery hold notice). Five optional clause addenda: retainer/subscription billing, milestone-based billing, rush turnaround, licensing and usage rights, corporate/agency white-label procurement.

• The Late Payment Email Sequence

  Three escalating email templates with strategic psychology notes for each. Email 1 (due date or +1 day): warm, assumes oversight, direct payment link, four subject line options. Email 2 (+5–7 days, no response): shifts to firm and direct, states days overdue, mentions project hold professionally, asks for a specific payment date. Email 3 (+3–5 days, still no response): formal final notice, CC field for accounts, hard payment deadline, consequences clearly stated. Plus decision guides after each email and five bonus quick-reply templates (client gives a future date, claims they've already paid, requests an extension, goes fully silent, pays partially).

• The Payment Terms and Late Fee Policy

  A 12-clause legal-framework document. Standard payment structure, accepted methods, retainer billing, booking/deposit/date confirmation policy (no project confirmed until deposit cleared), late payment with three fee structure options, project hold and service suspension (six specific hold provisions), additional work and revisions, failed payments and chargebacks, taxes and international transfers, debt recovery and legal action, cancellation and postponement with graduated fee table, intellectual property and file ownership until payment cleared, general provisions with client signature block.

• The Quick-Start Guide

  A 30-minute setup guide with step-by-step configuration of all three documents, the chase sequence timing table, the ten cashflow rules for video businesses, and handling guides for five difficult payment situations (the Procrastinator, the Cash Flow Excuse, the Dispute Raiser, the Corporate Accounts Machine, the Ghost, the Partial Payer).