Freelancers & agencies templates
built for the work.
Manage clients, income and delivery without adding another subscription. Every template is free, editable, and paired with a setup guide.
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LIVE WORKBOOK PREVIEWClient Tracker
See every client, engagement, renewal and next conversation in one calm workspace.
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LIVE WORKBOOK PREVIEWFreelancer Income Tracker
Track invoices, income goals, tax set-asides and month-to-month momentum.
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LIVE WORKBOOK PREVIEWFreelance Project Tracker
Freelance Project Tracker with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWAgency Capacity Planner
Agency Capacity Planner with a purpose-built scheduled work tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWClient Onboarding Checklist
Client Onboarding Checklist with a purpose-built people records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWRetainer Tracker
Retainer Tracker with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWBillable Hours Tracker
Billable Hours Tracker with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWFreelance Rate Calculator
Freelance Rate Calculator with a purpose-built transactions tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWCreative Brief Tracker
Creative Brief Tracker with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWClient Feedback Log
Client Feedback Log with a purpose-built transactions tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWScope Change Tracker
Scope Change Tracker with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWProposal Pipeline
Proposal Pipeline with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWAgency Profitability Dashboard
Agency Profitability Dashboard with a purpose-built transactions tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWContent Approval Tracker
Content Approval Tracker with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWDesign Revision Log
Design Revision Log with a purpose-built working records tab, live totals and example rows for freelancers.
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LIVE WORKBOOK PREVIEWFreelance Tax Estimate
Freelance Tax Estimate with a purpose-built transactions tab, live totals and example rows for freelancers.
Preview template ↗A cleaner starting point
for repeatable work.
- 01Client TrackerSee every client, engagement, renewal and next conversation in one calm workspace.
- 02Freelancer Income TrackerTrack invoices, income goals, tax set-asides and month-to-month momentum.
- 03Freelance Project TrackerFreelance Project Tracker with a purpose-built working records tab, live totals and example rows for freelancers.
- 04Agency Capacity PlannerAgency Capacity Planner with a purpose-built scheduled work tab, live totals and example rows for freelancers.