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Close & Collect OS

Rate engine + proposals + close/collect emails for freelancers

Starter kitsInfo product, Newsletters, CommunitiesOne-time payments
Close & Collect OS is a one-time freelance ops kit: Rate & Take-Home Engine (Excel/Sheets), deal pipeline, proposal + SOW with hard NOT-included scope, 4 close emails after you send a proposal, and 4 collect emails when invoices age. For solo freelancers who underprice or chase payment.
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What does Close & Collect OS help with?

I kept losing money to vibe-based quotes, vague proposals, and awkward invoice follow-ups โ€” not to a lack of leads.

Close & Collect OS packages the boring money ops into one download:

  • Rate & Take-Home Engine (Excel / Google Sheets) โ€” target take-home โ†’ fees/tax buffer โ†’ Basic/Standard/Premium package prices
  • Deal pipeline with follow-up dates + overdue flags
  • Proposal + SOW templates with revision credits, scope buffer, and a hard NOT included list
  • Close sequence (4 emails after you send a proposal)
  • Collect sequence (4 payment-chase emails + late-fee language)
  • Scripts for "can you do it cheaper?" and scope creep
  • Setup guide โ€” duplicate the sheet and send something real in ~10 minutes

$37 one-time. Personal use. Not a subscription. Not legal/tax advice.

Free companion checklist: Proposal That Wins โ€” https://digilio4.gumroad.com/l/phkwy

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