Printable work planner

Freelance Rate Worksheet

Plan a freelance hourly rate or quote from income target, costs, billable time and unpaid work.

Example use

How someone might use this

Use it with one real client, job offer, invoice or meeting. Write what is confirmed, what is waiting on someone else, and the next date you need to follow up.

Quick start

How to use this planner

Set the income target

Write the monthly or yearly amount you need before choosing a rate.

Add real costs

Include software, tax set-aside, unpaid admin, holidays, sick time and revision time.

Check the quote

Use the calculator result as a starting point, then write why the final quote is higher, lower or fixed-price.

Number tools

Use these when a number is not obvious

Freelance Rate CalculatorOpen this when you need a number for the sheet.Invoice Total CalculatorOpen this when you need a number for the sheet.Meeting Cost CalculatorOpen this when you need a number for the sheet.

Useful reading

Use these when the decision needs context

How much should I charge per hour?Read this when the planner raises a bigger question.Freelance Hourly Rate GuideRead this when the planner raises a bigger question.

Why this planner is worth printing

A freelance rate is not only your desired wage divided by hours. The worksheet forces the hidden parts of work into the calculation: admin, downtime, tools, revisions, sales calls and unpaid gaps.

Use this planner before sending a quote that matters. It helps explain the rate to yourself, and it makes future quotes easier to compare.

The planner also gives you a clean record of why a quote changed. When a future project looks similar, you can compare the old assumptions instead of guessing whether the new client, scope or deadline deserves a different price.

Print or save as PDF

The button prints the planning sheet below. The site header, footer and helper links are hidden in print.

Only the planner sheet prints; navigation, helper links and page footer are hidden. In your browser print window, choose Save as PDF if you want a digital copy.

Printable planner

Freelance Rate Worksheet

Turn target income and real billable hours into a defendable quote.

Client / projectQuote date

Rate assumptions

InputAmountSourceNotesIncome targetMonthly costsTax set-asideBillable daysAdmin hoursHoliday / sick buffer

Quote check

ItemEstimateIncluded?NotesDiscovery callResearchProductionRevisionsDelivery / handoverFollow-up support

Before sending

Rate covers unpaid admin time.
Revision limit is written down.
Payment timing is clear.
Scope exclusions are written before the quote is sent.

Common mistake

The common mistake is pricing only the visible work. Calls, admin, revisions, research and gaps between projects still need to be paid for somewhere.

What to do next

Run one cautious version with fewer billable hours. If the rate jumps, the billable-hours assumption needs checking.

Useful next reading

Use the related guides above when the planner raises a question that needs more context before you decide.