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Resources

Templates, checklists, and tools to help you work professionally. Use these resources to support your professional practice and adhere to the principles of the Copywriter Code. 

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Pro+ members get access to premium templates, including customisable contracts, advanced project tools, and exclusive compliance guides.

Business Operations

5 resources

Freelance Contract Template

Comprehensive contract incorporating all Code requirements including scope, fees, IP, confidentiality, and termination clauses.

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Terms and Conditions Template

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Standard T&Cs for ongoing client relationships and retainer arrangements.

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Invoice Template

Professional invoice aligned with payment terms requirements.

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Insurance Checklist

Guidance on required and recommended insurance types with key coverage considerations.

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Onboarding Checklist

Step-by-step checklist covering client, project, and admin requirements for new projects.

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Client Relations

5 resources

NDA Template

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Standard non-disclosure agreement for protecting confidential client information.

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Testimonial Request Template

Professional email templates for requesting testimonials and case study participation.

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Difficult Conversation Scripts

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Scripts and frameworks for handling scope creep, payment issues, and project challenges.

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Client Expectation Guide

Help your clients understand what they can expect when working with you.

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Client Onboarding Pack

Start every client project with clear communication and expectations.

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Content Strategy

3 resources

Content Audit Template

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Spreadsheet for auditing existing content with quality and performance metrics.

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Audience Persona Template

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Template for creating detailed audience personas to inform content strategy.

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Tone of Voice Framework

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Template for documenting and applying consistent brand voice across content.

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Ethics and Compliance

8 resources

AI Disclosure Statement Template

Template statement for disclosing AI tool usage to clients transparently.

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ASA Compliance Checklist

Checklist for ensuring advertising copy meets ASA/CAP Code requirements.

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GDPR Compliance Guide

Guide to handling personal data in copywriting including consent and privacy notices.

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Conflicts of Interest Declaration

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Template for declaring potential conflicts of interest to clients.

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Green Claims Checklist

Checklist for ensuring environmental claims meet CMA and ASA guidelines.

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Financial Services Compliance Guide

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Essential compliance requirements for writing financial services content.

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AI Policy Template

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Create your own AI policy using this template as your foundation.

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Confidentiality Agreement Template

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Standalone NDA (non-disclosure agreement) template for sensitive projects

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Hiring and Assessment

3 resources

Copywriter Brief Template

Template for briefing copywriters on projects with clear requirements and expectations.

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Copywriter Evaluation Scorecard

Structured scorecard for evaluating copywriter candidates against key competencies.

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Interview Question Bank

Competency-based interview questions for assessing copywriter skills and experience.

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Professional Standards

3 resources

Code of Conduct (PDF)

Complete PDF of The Copywriter Code of Conduct for reference and sharing.

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Code of Practice (PDF)

Complete PDF of The Copywriter Code of Practice for reference and sharing.

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Competency Self-Assessment

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Spreadsheet tool for assessing your skills against the Competency Framework.

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Project Management

9 resources

Creative Brief Template

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Structured brief covering objectives, audience, messaging, and deliverables for any project.

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Project Timeline Template

Milestone-based timeline for tracking deliverables and managing client expectations.

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Copy Review Checklist

Quality assurance checklist covering clarity, accuracy, brand voice, and technical requirements.

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Feedback Request Template

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Structured email templates for requesting specific, actionable feedback from clients.

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Proposal Template

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Professional proposal framework including scope, approach, timeline, and investment.

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Research Checklist

Comprehensive research framework covering audience, competitors, and industry context.

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Project Handover Checklist

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End-of-project checklist ensuring proper delivery, documentation, and closure.

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Client Briefing Questionnaire

Questions to ask your copywriting clients before starting any project.

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Copy Deck Template

Standardised delivery format for presenting copy with context, rationale, and implementation notes.

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