Template library

Free templates for proposals, contracts and client emails

Copy them, download them, make them yours. In HappyNoodle these become reusable templates that fill in client names and amounts for you.

Emails

Follow-up after a first call

Subject: Great to speak today, [Name]

Hi [Name],

Thanks for your time today. As promised, here's a quick summary:

• What you're looking for: [goal]
• What matters most: [priority]
• Rough timing: [timing]

I'll send a short proposal by [day]. If anything's changed in the meantime, just reply to this email.

Best,
[Your name]

Emails

Proposal nudge (no reply after 5 days)

Subject: Any questions about the proposal?

Hi [Name],

Just checking the proposal for [project] reached you safely. Happy to jump on a 10-minute call if it would help to talk anything through, or adjust the scope to fit your budget.

Best,
[Your name]

Emails

Asking for a review

Subject: A small favour?

Hi [Name],

It was a pleasure working on [project]. If you were happy with it, a short review would really help other businesses find me: [review link]

Thanks so much,
[Your name]

Proposals

One-page proposal

PROPOSAL: [Project]
For [Client] · [Date]

The goal
[One or two sentences in the client's words.]

The plan
[Three to five steps.]

What you'll get
• [Deliverable]
• [Deliverable]

Timeline
[X] weeks from kick-off.

Investment
£[amount] + VAT. [Deposit]% to book, balance on completion.

Next step
Reply "yes" and I'll send the agreement and book our kick-off.

Contracts

Simple service agreement

SERVICE AGREEMENT

Between [Your business] ("we") and [Client] ("you").

1. Services. We will provide the services in the attached proposal dated [date].
2. Fees. You will pay £[amount] + VAT. Invoices are due within [14/30] days.
3. Changes. Extra work outside the proposal will be quoted and agreed in writing first.
4. Your input. You'll provide content, feedback and access on time. Delays on your side may move the timeline.
5. Ownership. Once paid in full, you own the final deliverables. We may show the work in our portfolio unless you ask us not to.
6. Confidentiality. Both sides keep the other's confidential information private.
7. Ending early. Either side may end this agreement with [14] days' written notice. You'll pay for work done up to that date.
8. Liability. Our total liability is limited to the fees paid under this agreement.
9. Law. This agreement is governed by the law of England and Wales.

Signed: ____________ (us)   ____________ (you)   Date: ______

This template is a starting point, not legal advice. Have a solicitor review it for your situation.

Invoices

Invoice payment terms wording

Payment terms
Payment is due within [30] days of the invoice date by bank transfer to the account below.

Late payment
We reserve the right to claim interest and compensation for late payment under the Late Payment of Commercial Debts (Interest) Act 1998.

Account name: [Name] · Sort code: [00-00-00] · Account: [00000000]
Please use invoice number [INV-0001] as your reference.

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