Choose the system
your work needs.

• 11-sheet Excel business system with Control Center, Dashboard, CRM, client database, project tracking, time logging, invoices, expenses, pricing and monthly targets
• Editable Client Operations Templates in Word
• Editable Sales & Client Script Library in Word
• Quick-start guide in both Word and PDF plus buyer licence

Digital files. Software is not included.

• 4-sheet Excel workbook: START HERE, RATE CALCULATOR, PROJECT QUOTE and SCENARIO PLANNER
• Rate model based on income goal, expenses, capacity and working assumptions
• Project quote builder for estimated hours and direct costs
• Scenario comparison for testing different pricing positions

Digital files. Software is not included.

• 7 editable Word documents
• Client Enquiry & Qualification template
• Discovery Questionnaire and Project Brief & Scope template
• Client Welcome & Kickoff, Payment Schedule & Approvals, and Project Closeout & Feedback templates

Digital files. Software is not included.

• 5-sheet Excel acquisition tracker with START HERE, DASHBOARD, LEADS CRM, ACTIVITY LOG and SETUP
• Lead Qualification Scorecard
• Discovery Call Script and editable Freelance Proposal Template
• Follow-Up Email Scripts plus buyer instructions and licence

Digital files. Software is not included.

• 6-sheet Excel workbook with Dashboard, Projects, Approval Tracker, Feedback Log, Settings and Instructions
• Approval status and deadline tracking
• Feedback log for keeping revision requests tied to the right project or deliverable
• Dashboard visibility across open approvals and feedback

Digital files. Software is not included.

• 8-sheet Excel workbook with Dashboard, Project Closeout, Deliverables Handover, Access & Assets, Final Payment, Follow-Up, Settings and Instructions
• Final deliverables and handover tracking
• Access, asset and credential-transfer checklist
• Final-payment and post-project follow-up visibility

Digital files. Software is not included.

• 6-sheet Excel workbook with START HERE, DASHBOARD, INVOICES, EXPENSES, CLIENTS and SETUP
• Live finance dashboard for invoiced, collected, outstanding, overdue and expense totals
• Invoice and payment tracking with calculated balances and overdue visibility
• Expense log, client list and editable setup values

Digital files. Software is not included.

• 6-sheet Excel workbook with START HERE, DASHBOARD, PROJECTS, TIME LOG, TASKS and SETUP
• Project planning for fees, hours, dates, billing type and status
• Billable and non-billable time logging
• Task, milestone and approval tracking with workload and estimated-profit visibility

Digital files. Software is not included.

• 5-sheet Excel workbook with START HERE, DASHBOARD, PROJECT PROFIT, COST LOG and SETUP
• Project-level revenue, cost, profit and margin tracking
• Cost log for keeping direct project spending visible
• Dashboard view for comparing project profitability and margin pressure

Digital files. Software is not included.

• 6-sheet Excel workbook with START HERE, DASHBOARD, RETAINERS, USAGE LOG, RENEWAL REVIEW and SETUP
• Monthly retainer value and active-retainer overview
• Allowance and usage tracking with overage visibility
• Renewal review workflow for upcoming client decisions

Digital files. Software is not included.

• 5-sheet Excel recovery tracker with START HERE, DASHBOARD, RECOVERY CASES, ACTION PLANNER and SETUP
• Payment Chasing Email Sequence and Overdue Payment Call Script
• Payment Promise & Follow-Up Record and Payment Plan Proposal
• Invoice Dispute Response Guide plus Quick Start PDF

Digital files. Software is not included.

• 4-sheet Excel workbook: Weekly Capacity, Allocations, Project Fit and Start Here
• Weekly available-hours and workload planning
• Confirmed and proposed allocation tracking
• Project-fit view to test whether proposed work can fit into the schedule

Digital files. Software is not included.

• 11-sheet Excel operations system with Dashboard and Start Here
• Process Library, SOP Builder and Checklist Builder
• Recurring Tasks plus Roles & Ownership
• Quality Control, Review & Versions and Template Library

Digital files. Software is not included.

• 9-sheet Excel system with Control Center and Instructions
• Scope Register and Change Requests
• Impact Assessment plus Approval & Variations
• Scope Creep Log and Commercial Impact tracking

Digital files. Software is not included.

• 11-sheet Excel system with Control Center and Instructions
• Decision Register and Confirmation Queue
• Open Questions, Commitments and Assumptions
• Decision Impact, Decision Changes and Evidence Register

Digital files. Software is not included.

• 12-sheet Excel system with Control Center and Instructions
• Risk Register plus Client, People, Tool/Supplier and Income Dependency views
• Contract & Renewal Risk and Business Continuity planning
• Mitigation Actions and Resilience Score

Digital files. Software is not included.

• Freelance Business System / FREELANCE OS
• Freelance Pricing Calculator
• Client Onboarding Kit
• Invoice & Expense Tracker
• Project & Time Tracker

Separate products; data does not automatically synchronize.

Digital files. Software is not included.

• Freelance Business System / FREELANCE OS
• Freelance Pricing Calculator
• Client Onboarding Kit
• Invoice & Expense Tracker
• Project & Time Tracker
• Client Acquisition Kit
• Project Profit Tracker
• Retainer Manager
• Late Payment Recovery Kit
• Freelancer Capacity Planner
• Client Approval & Feedback Tracker
• Client Handover & Project Closeout Kit
• Freelancer Operations System
• Scope Control System
• Client Decision & Commitment Control System
• Freelancer Risk & Resilience System

Separate products; data does not automatically synchronize.

Digital files. Software is not included.