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Your companion guide for all your new creative ventures. Whether its a start-up, a freelance project, or perhaps your first time working with a creative team, the kit is designed to help you start on the right foot. Simply download the files relevant to your needs or click on the links provided to access external resources.

  • Creative Briefs

    Get the best from your creatives. A Creative Brief is the foremost communication tool between businesses and creatives. This is where the client outlines their business needs, goals, and requirements. It’s the foundation of every project, big or small.

    BUSINESSES: Eliminate guessing games with a brief that outlines your needs and wants. Keep it simple and focused — pare it down to the essentials. All these will help your creative team see the best solution for your business.

    CREATIVES: Ask your clients the right questions to bring you to the right idea faster.

    Simple Creative Brief Complex Creative Brief
  • Project bid

    The project bid usually seals the deal. Having the lowest quotation (“bid”) may be one way of winning new clients. Another way is to charge a bit more but provide extra services that make your clients’ lives easier and worry-free.

    Simple Bid Complex Bid
  • Non-disclosure agreement

    Protect your “secret sauce”. Great idea, check. Creative brief, check. After receiving the project bids, you’re ready to hire people. Interviewing prospects means revealing some of your trade secrets. Protect your ideas by having every potential creative partner sign a Non-disclosure Agreement before you even begin your first meeting.

    Simple NDA Complex NDA

  • Terms of Agreement

    Defining goals and expectation are key to a smooth business relationship. The road to business success is, more often than not, a bumpy one – you never know what might cause a project to derail. Before a project starts, come to an agreement on how to handle delays, cancellations, disagreements, and non-payment. Discussing this difficult points during the ‘honeymoon’ phase keeps things clear when the going gets though. We strongly encourage drawing up Terms and Agreement even if you plan to work for free (pro bono)

    Source: www.crowdspring.com
    Terms of Agreement
  • Schedule

    Hope for the best, plan for the worst. Pad your timeline by a few extra weeks or months, if possible. Planned properly, pesky unexpected delays will only be minor annoyances rather than major disasters.

    Simple Scheduler
  • Invoice

    Congratulations, you made it to the finish line. It’s time for your reward. A simple invoice requires a few standard pieces of information, such as your Tax Indentification Number (T.I.N), an invoice number, and others

    Simple Invoice


This is not intended to replace legal or professional advice. You should consult specialists to confirm that the information in this Solopreneur Kit and your interpretation of it is correct and appropriate for your business situation. By downloading forms from the Solopreneur Kit, you accept full responsibility for the use and results of the same and hold PortfolioMNL free and harmless from any liability which may arise. You may freely share and post the information provided but may not sell the forms.

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  • Business License

    Yes, even freelancers need a business license. A Business license is required of anyone operating a business, be it a commercial business or a freelance project. Secure one by registering your business with the Department of Trade and Industry.

  • Official Receipt

    Official receipts help you keep tabs on your income for tax purposesOnce you’ve secured your business registration and received your business permit from the city hall, drop by the Bureau of Internal Revenue to apply for your official receipt.

  • Copyright

    Copyright is a form of legal protection provided to those who create original works. It protects the physical expression of ideas such as manuscripts and designs. Obtaining copyright is easy and fast – start by clicking on the link to review the requirements.

  • trademark

    What’s the difference between copyright and trademark?While a logo you’ve created may be your copyright, the trademark rights belong to the company using it for commerce. Getting a trademark takes time, it may take months for the Intellectual Property Office to approve it.