Client Onboarding System
Intake questions, onboarding steps, deliverables and a printable welcome packet for each new client.
Coming soon to Etsy
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Ops templates for freelancers
Keep clients, hours, invoices and pricing in order without another subscription. Made for Google Sheets and Microsoft Excel.
Freelance CRM with Time & Invoice tabs
Leads, clients, follow-ups, logged hours and invoices in one Google Sheets / Excel file.
Coming soon to Etsy
Client Portal
A shared sheet that shows your client progress, open tasks, what is waiting on them, files to review and the balance due.
Coming soon to Etsy
Freelance Rate & Package Pricing Calculator
Turn hours, rate, direct costs, markup and buffer into a package price and an effective hourly rate.
Coming soon to Etsy
Instant digital download. Nothing is shipped.