Template: Master Services Agreement. A customized form of agreement between your business and a client. Includes a Statement of Work form to capture project specifics and a Change Order form to capture important changes to a project.

Template: Master Freelancer Agreement. A customized form of agreement between you and a freelancer that is supporting you.  Includes a Statement of Work template to capture project specifics and a Change Order template to capture important changes to a project. 

Template: Mutual and Unilateral Confidentiality Agreements. Includes two forms of confidentiality agreements.  One form protects only your confidential information.  The other form protects your confidential information and the confidential information of the other party.

Template: Mutual Referral Agreement. A customized form of agreement that allows you and a professional network partner to refer business to each other in exchange for a portion of fee revenue.

Training: Negotiation Skills for Freelancers. Brad Lawwill explores essential strategies and tactics for negotiating with clients and suppliers.  Brad has negotiated thousands of agreements over the course of this thirty-year career and trained hundreds of creative professionals on how to negotiate to build rewarding and long-lasting business relationships.

Review and Report: Existing Agreement Scorecard. If you already have your own templates that you use in your business, Broad Cove will review and grade those agreements across seven important categories and recommend improvements to create more effective, relationship-enhancing deals.

Training: Fundamentals of Financial Management for Freelancers. Review essential strategies and reports that every freelancer should be using in their day-to-day business.

Training: Pricing Strategy. Learn how to thoughtfully establish billing rates for your business and about different pricing strategies that you can utilize to increase revenue.

Training: Cashflow Management. We will identify strategies and tactics that are essential to managing and monitoring cashflow in your business, including accounts receivable & payable processes, client & supplier contracting approaches, and cash forecasting.

Training: Client Onboarding and Communication. Dive into strategies and tactics to effectively onboard a client and manage communications to enhance the client relationship.

Training: Operational Tool Selection. Learn how to thoughtfully and effectively select operational tools (e.g., accounting, project management, time-tracking, and other tools) to be used in your business.

One-on-One Coaching Session(s). Two hours of coaching to address your questions and concerns about running a successful freelance business. Can be conducted as one session or two separate sessions.