Freelancer / Consultant OS

Converts custom freelance work into fixed-scope, fixed-price productized offers using the scope-box procedure, a 3-tier structure with the middle tier as the target, and deliverable definition rules. Use when a freelancer says "how do I productize my services", "I want to stop trading hours for dollars", "package my offer", "every project is a custom quote", "design my service tiers", or "clients keep asking what exactly they get". Do NOT use for choosing a pricing model for a software product - use saas-pricing instead; for the overall pricing rationale of a business, use pricing-strategy.

Prices monthly freelance retainers from capacity math (billable hours at 50-60 percent of working hours), an effective-rate floor, and a value-anchor adjustment, with utilization red lines and a runnable Node calculator. Use when a freelancer says "what should I charge for a retainer", "how many clients can I actually take", "price my monthly package", "am I undercharging", "my calendar is full but I'm broke", or "what's my minimum viable rate". Do NOT use for pricing a software product or subscription tiers - use saas-pricing instead; for one-time salary or offer negotiation, use salary-negotiation.

Writes a dispute-preventing statement of work with explicit inclusions and exclusions, a 2-revision-round limit, acceptance criteria, a 50-percent-upfront or milestone payment schedule, and a change-order clause, from a full template with [FILL] fields. Use when a freelancer or consultant says "write my SOW", "the client keeps adding stuff and I have nothing in writing", "how do I define scope in the contract", "what should my payment terms be", "draft a statement of work for this project", or "client won't sign off on the deliverable". Do NOT use for the persuasive proposal that wins the work - use sales-proposal-writer instead; this skill contracts work already agreed in principle.

Runs a first-14-days client onboarding procedure - kickoff agenda, asset and access collection checklist, a written communication contract, and the first-quick-win rule of shipping something visible in week one. Use when a freelancer or consultant says "new client just signed, now what", "how do I kick off this engagement", "set up my client onboarding", "the project stalled waiting on client assets", "client keeps Slacking me at 10pm", or "how do I start a retainer on the right foot". Do NOT use for onboarding a new employee into a role - use onboarding-plan-builder instead; for in-product user onboarding copy, use onboarding-copy.

Detects scope creep and converts it to paid work using the new-request test, a one-yes courtesy budget, a word-for-word change-order script, and a relationship-preserving no. Use when a freelancer says "the client keeps asking for little extras", "this project has doubled and the price hasn't", "how do I say no without losing the client", "they want one more quick thing", "can I charge for this add-on", or "the retainer hours are gone but requests keep coming". Do NOT use for writing the contract clauses that make this enforceable - use statement-of-work-writer instead; this skill enforces at delivery time what that skill establishes at signing.

Raises freelance rates safely - 20-30 percent for new clients when utilization passes 80 percent, 60-90 days notice for existing clients, grandfathering decision rules, a word-for-word rate-increase email, and walk-away math. Use when a freelancer says "I'm fully booked but not earning enough", "how do I raise my rates", "should I grandfather my old clients", "write my rate increase email", "what if they leave when I raise prices", or "when is the right time to charge more". Do NOT use for negotiating a salary or a job offer - use salary-negotiation instead; for setting the retainer price itself from capacity math, use retainer-pricing-calculator.

Produces the weekly 5-block client status report - done, next, blocked, decisions needed, budget/hours - in a 15-minute time cap, from a copy-paste template with [FILL] fields. Use when a freelancer or consultant says "client asked what they're paying for", "how do I keep clients updated", "write my weekly status update", "client keeps pinging me for progress", "they went quiet and I'm worried about the renewal", or "how do I show retainer value". Do NOT use for long-form consulting or research reports - use formatted-report-writer instead; this skill is the recurring one-page operating rhythm of an engagement.

Writes a B2B sales proposal or SOW that restates the buyer's problem in their own words, quantifies the cost of inaction, presents price as anchored options, and drives one dated next step. Use when someone asks "write a proposal for this client", "turn my discovery notes into a proposal", "how should I present pricing in this proposal", or when a deal needs a document to move from discovery to close. Do NOT use for a one-page internal decision brief - use one-pager-designer instead; for investor decks use pitch-deck-builder; for setting the underlying price model use pricing-strategy.

Write short, personalized B2B cold emails and follow-up copy - under 90 words, one ask, personalization in the first line - with good/bad contrast pairs to calibrate. Use when someone asks "write a cold email", "why is nobody replying to my outreach", "draft a follow-up sequence", "make this email shorter", or is starting founder-led outbound. Do NOT use for sending infrastructure, domains, SPF/DKIM/DMARC, warmup, or spam placement - use cold-email-deliverability instead; for multi-channel cadence architecture use outreach-sequence-designer; for building and verifying the list use prospect-list-builder.