Freelancer Client Pack: CRM, Project Tracker and Proposal Template (Excel + PDF)

Keep every lead and project in one place. The Client CRM & Project Tracker shows which leads need a follow-up, which projects are late or due soon, your open pipeline value, win rate and what is invoiced but unpaid. The Proposal & Onboarding Pack (PDF) gives you a one-page proposal template with three price options, 12 discovery questions, onboarding and offboarding checklists and a scope change email.

Works in Excel, LibreOffice and Google Sheets. Sample data included. AI-assisted templates, organisation help only, not legal, tax or financial advice.

Upgrade: the Freelancer Complete System (49 EUR) includes this pack plus the Business Kit and the Cashflow & Budget Kit: https://payhip.com/b/jPUxe

Created with AI assistance, formulas tested with sample data. Planning tool only, not tax, legal or financial advice.