Freelance Business OS Pro™

Leads, clients, projects, invoices and weekly capacity — your whole freelance business, organized.

Includes Excel + Google Sheets.

WHAT'S INSIDE

• 8-sheet editable Excel workbook (.xlsx)

• Leads — value, source, follow-up date and status

• Clients — service, start date and lifetime value

• Projects — deadlines, value, progress % and status

• Invoices — issue date, due date, amount and paid status

• Capacity — available vs booked hours with utilization %

• Dashboard — progress overview + review prompts

• Start Here guide + Settings

• Personal-use license

WHY IT WORKS

• Keep every lead moving — Follow-up dates and status across the whole pipeline.

• Know each project's state — Deadlines, value and progress % at a glance.

• Stay on top of invoices — Issue dates, due dates and paid status together.

• Protect your hours — Weekly capacity — available vs booked, with utilization %.

HOW IT WORKS

1. Buy and download the ZIP instantly.

2. Extract it and read the Start Here guide.

3. Replace the labeled example content with your own.

4. Review your dashboard regularly.

YOU'LL RECEIVE

• 1 editable Excel workbook (.xlsx)

• Native Google Sheets version — “Make Your Copy” access link (PDF)

• Start Here quick-setup guide (TXT)

• Personal-use license (TXT)

• Delivered as instant ZIP download

REQUIREMENTS

• Microsoft Excel — best compatibility (desktop recommended)

• Free Google account for the Google Sheets version

• Works on Windows & Mac

• Excel: no add-ins, no macros, no internet needed

Microsoft Excel offers the best compatibility. A tested native Google Sheets version is also included through a “Make Your Copy” link.

IMPORTANT

Digital product only — no physical item will be shipped. Personal-use license. This is an organizational template: no financial, health, business or other outcomes are guaranteed. Appearance and formatting may vary slightly by device and software version.