Client & Project Planner | Printable PDF

Client work often means keeping track of people, deadlines, and payment details at the same time. This printable client and project planner brings those notes into a six-page paper system. It includes a client intake form, client directory, project overview, task and deadline tracker, and payment tracker for freelancers and service businesses.

Start with the intake form when a new inquiry becomes a project, then map the work on the overview and task pages. The directory keeps contact details together, while the payment tracker provides space to record payment information by hand. Print additional sets for projects within your own business as your workload changes.

WHAT'S INCLUDED

• Client intake form

• Client directory

• Project overview

• Task & deadline tracker

• Payment tracker

DETAILS

• 6 pages, delivered as print-ready PDFs

• US Letter (8.5 × 11 in) and A4 sizes

• All 6 colours included: Sage, Blush Pink, Lavender, Dusty Blue, Terracotta and Neutral

• Business license: print as many copies as you need within your own business. Please don't share or resell the files.

• Instant digital download. No physical item will be shipped.

HOW TO USE

1. Print a set for your current client project.
2. Record intake details and update your client directory.
3. Outline the project, tasks, and deadlines.
4. Record payment details as the project progresses.

PERFECT FOR

• Freelancers managing client work

• Service business owners

• Independent project-based professionals

• Small business paper planners

Printing tip: choose "Actual size" (100%) in your printer settings. Questions? hello@printablehut.com