Freelancer Business Toolkit (CRM)

Freelancer Business Toolkit (CRM) — Clients, projects, pipeline, time and invoices in one workbook.

A freelance business does not fail because any single spreadsheet is missing. It fails in the gaps between them — the hours never invoiced, the proposal nobody chased, the client who quietly stopped being a client. This workbook closes those gaps by holding all five records in one file that talks to itself: Clients, Projects, Pipeline, Time Log and Invoices, with a Dashboard that reads across all of them. Log a session on the Time Log and it shows up as unbilled value until you mark it invoiced. Raise an invoice and the outstanding balance moves. Mark a pipeline row Won and it stops counting as work you might get. Stockly already sells four narrower tools that each do part of this — fn-017 Freelancer Finance Planner covers the money side of a freelance year, bz-005 Client Onboarding Kit covers starting a client properly, bz-006 Sales & Lead Tracker covers the pipeline, and bz-010 Invoice & Billing Kit covers getting paid. This toolkit is not a replacement for the depth of any of them; it is the connected version, built so that the same client, the same project and the same hour appear once and follow each other through. Alongside it sits a printable half: a 16-point client onboarding checklist, a 10-question project kickoff sheet, a scope-change note you can copy, a 6-step chasing sequence that goes from polite to firm without making any legal claim, and an 8-step monthly business review.

What's inside

• One connected XLSX workbook with 7 tabs — Read Me, Clients, Projects, Pipeline, Time Log, Invoices and a Dashboard
• Clients sheet with status, source and rate-basis dropdowns, and counts of who is active, who is a lead and who has gone
• Projects sheet where the balance due calculates itself from the fee and the deposit
• Pipeline sheet with stages and next actions — and deliberately no probability column and no weighted forecast
• Time Log where value is hours times rate, non-billable time counts as zero, and unbilled work stays visible until you invoice it
• Invoices sheet with outstanding and days-outstanding calculating themselves, and drafts kept out of the outstanding balance
• Dashboard pulling active clients, open projects, unbilled hours value, invoiced this period and the outstanding balance from the sheets behind it
• Printable PDF: a 16-point onboarding checklist, a 10-question kickoff sheet, a scope-change note, a 6-step payment-chasing sequence and an 8-step monthly review
• Full rights — use it, edit it, rebrand it, resell it

How it works

The PDF guide walks you through step by step, with ready-to-use wording you can adapt. The XLSX tracker comes pre-filled with example data — fill the gold cells and every total and status updates automatically.

Specifications

• Format: PDF guide + XLSX (live formulas) + read-me
• Works in: Word, Google Docs, LibreOffice, Excel, Google Sheets
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

Business templates and planning material — example plans, figures and wording are illustrations to adapt to your own business, not business, legal or financial advice and not a guarantee of any business outcome. Digital download — delivered instantly, so all sales are final; future updates are free.