Bundle
Business Bundle
Seven toolkits in one download – calendar, rates, proposal, onboarding, CRM, invoices, bookkeeping.
Category
Freelance Templates
Spreadsheets and fillable PDFs for running a freelance business – from planning content and setting rates to proposals, onboarding, client tracking, invoicing and bookkeeping. Buy one, or get all seven in the Business Bundle.
Sheets
Client CRM & Project Tracker
Leads, clients, projects and payments with a self-updating dashboard and follow-up lists.
Sheets
Income & Expense Tracker
Monthly logs, yearly dashboard, tax set-aside planner and Schedule C categories.
PDF
Client Onboarding Pack
Fillable welcome guide, intake questionnaire and kickoff & contract checklists.
PDF + Sheets
Proposal Template
10-page fillable proposal with automatic totals, packages and payment schedule.
Sheets
Rate Calculator
Turn your income goal, costs, taxes and time off into hourly, day and project rates.
Sheets
Content Calendar
Monthly and weekly content planner with post tracker, ideas bank and engagement dashboard.
Sheets + PDF
Invoice & Quote Set
Invoice and quote templates with auto totals, tax and balance due, plus fillable PDFs.
Also see AI Kits · all kits & templates