How to Create a “What to Expect from Working With Me” Document
A free boundary-setting guide for freelancers working in the charity sector.
Working freelance in the charity sector means you’re often juggling more than just deadlines. You’re holding emotional labour, responding to shifting priorities, and navigating multiple missions that matter.
This free guide will help you create a simple, supportive “What to Expect from Working With Me” document that you can share with every new client — as part of your onboarding process or welcome email — to help set the tone for a healthier, more balanced way of working.
Download your Free Guide
Get instant access to the guide + fillable template and start building stronger, clearer relationships with your clients — from day one.
By providing your email address, you will automatically be signed up to receive tips and resources about freelance life in the charity sector. I will keep your email address very safe, and you can unsubscribe anytime.
What’s Inside in Guide?
A step-by-step guide to creating your own “What to Expect” doc.
A done-for-you fillable template to save time.
Examples and prompts to help you reflect on how you work best.
Advice on setting boundaries with care and clarity.
A tool you can revisit and adapt as your freelance practice evolves.
Download your Free Guide
Get instant access to the guide + fillable template and start building stronger, clearer relationships with your clients — from day one.
By providing your email address, you will automatically be signed up to receive tips and resources about freelance life in the charity sector. I will keep your email address very safe, and you can unsubscribe anytime.
Who is the Guide for?
This guide is for you if you’re a:
✨ Fundraiser juggling multiple clients
✨ Strategist navigating shifting scopes
✨ Coach or Consultant working across organisations
✨ Freelance Creative supporting purpose-led causes
Whether you’re just starting or looking to bring more clarity to your growing freelance practice, this tool will help you set strong foundations.
Download your Free Guide
Get instant access to the guide + fillable template and start building stronger, clearer relationships with your clients — from day one.
By providing your email address, you will automatically be signed up to receive tips and resources about freelance life in the charity sector. I will keep your email address very safe, and you can unsubscribe anytime.