Freelance client planner
The Pipeline & The Gap
Built for the freelancer between clients: seven stages from enquiry to paid on one board, and one large number for how long since the last enquiry.
$15.99$8
The PDFs and the planner file come with the purchase. Buy two planners and save 15%, three or more and save 25%.
Look inside
Try the filled example
A filled example of the planner. Tap around: nothing you change here is kept.
What is inside
- The pipeline: seven columns, every card dated with the day it moved
- The gap: days since the last enquiry, with every gap this year beside it
- An enquiry log, a quote sheet and a stall list
- An invoice ledger with money owed by age, and a chase log
- Retainers, capacity and a rate floor
- A client file, a client index and a month close
- A dashboard of six tiles
- A sample practice with every client invented
The look
Slate and copper on warm paper, Petrona over Rubik, with copper kept for money owed and leads that have stopped.
What you get
- Print PDF, A4 and US Letter
- Digital PDF for the iPad (23 pages in the iPad edition)
- The planner in your browser: it works offline and keeps your entries in the browser you open it in