Organize leads and client records
Use the CRM and client database to keep sales opportunities and client information in your working system.
08 / REVIEW THE WHOLE BUSINESS
Freelance Business System
When leads, projects and money live in separate records, a weekly review becomes a search exercise. Bring those records into an Excel business system with a central view of sales, client work, time and revenue.
See the current price and purchase on Etsy. Digital files; software is not included.
The standalone system combines freelance business records with supporting client and sales documents.
WHAT IT HELPS YOU DO
Keep the path from enquiry to payment in view
Track delivery and time
Record projects and time alongside invoice and expense records, so your review includes both the work and the money.
Review targets and business activity
Use pricing and monthly-target views with the Dashboard and Control Center to review your business records regularly.
The business dashboard brings pipeline, cash, projects and time into four summary groups. Next sales actions and weekly review prompts sit below, helping you turn the overview into a short list of decisions.
Open image to view the workbook details. On a phone, zoom after opening.
INSIDE THE FILES
An 11-sheet workbook with client and sales documents
The Excel system covers Control Center, Dashboard, CRM, client database, project tracking, time logging, invoices, expenses, pricing and monthly targets. It also includes editable Client Operations Templates, a Sales & Client Script Library, a Word/PDF quick-start guide and buyer licence.
Who it is for
Freelancers and independent service businesses looking for a broad working foundation rather than a specialist tool for one task.
Files & compatibility
An Excel workbook, editable Word documents, PDF guidance and text instructions. Designed for Microsoft Excel and Microsoft Word or compatible applications; formatting may vary between applications. Software is not included.
This is the standalone Freelance Business System, also labelled FREELANCE OS, not the Starter or Complete bundle. It organizes records but does not create or send invoices or replace accounting, tax, legal or financial advice.
A SIMPLE WORKING ROUTINE
Build a weekly review around your own records
- Enter business settings and income targets, keeping an untouched master copy.
- Replace sample leads, clients, projects, invoices and expenses with your business records.
- Use the Dashboard and Control Center to review progress and choose the next actions.
Still working out a starting rate? Use the free calculator to estimate it before setting your business targets. Explore the Free Freelance Rate Quick Calculator →
RELATED SYSTEMS
Add depth where your business needs it
Freelancer Capacity Planner
Know whether new work fits before you overbook your week.
Explore the system View on Etsy ↗See included files
- 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.
Freelance Pricing Calculator
Calculate sustainable rates and project quotes without guessing what to charge.
Explore the system View on Etsy ↗See included files
- 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.