{"product_id":"freelancer-business-toolkit-crm","title":"Freelancer Business Toolkit (CRM)","description":"\u003cp\u003e\u003cstrong\u003eFreelancer Business Toolkit (CRM) — Clients, projects, pipeline, time and invoices in one workbook.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eA 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 \u0026amp; Lead Tracker covers the pipeline, and bz-010 Invoice \u0026amp; 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.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eOne connected XLSX workbook with 7 tabs — Read Me, Clients, Projects, Pipeline, Time Log, Invoices and a Dashboard\u003c\/li\u003e\n\u003cli\u003eClients sheet with status, source and rate-basis dropdowns, and counts of who is active, who is a lead and who has gone\u003c\/li\u003e\n\u003cli\u003eProjects sheet where the balance due calculates itself from the fee and the deposit\u003c\/li\u003e\n\u003cli\u003ePipeline sheet with stages and next actions — and deliberately no probability column and no weighted forecast\u003c\/li\u003e\n\u003cli\u003eTime Log where value is hours times rate, non-billable time counts as zero, and unbilled work stays visible until you invoice it\u003c\/li\u003e\n\u003cli\u003eInvoices sheet with outstanding and days-outstanding calculating themselves, and drafts kept out of the outstanding balance\u003c\/li\u003e\n\u003cli\u003eDashboard pulling active clients, open projects, unbilled hours value, invoiced this period and the outstanding balance from the sheets behind it\u003c\/li\u003e\n\u003cli\u003ePrintable 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\u003c\/li\u003e\n\u003cli\u003eFull rights — use it, edit it, rebrand it, resell it\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003eThe \u003cstrong\u003ePDF guide\u003c\/strong\u003e walks you through step by step, with ready-to-use wording you can adapt. The \u003cstrong\u003eXLSX tracker\u003c\/strong\u003e comes pre-filled with example data — fill the gold cells and every total and status updates automatically. \u003c\/p\u003e\n\u003ch3\u003eSpecifications\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e PDF guide + XLSX (live formulas) + read-me\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWorks in:\u003c\/strong\u003e Word, Google Docs, LibreOffice, Excel, Google Sheets\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLicense:\u003c\/strong\u003e full rights — use, edit, rebrand \u0026amp; resell\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUpdates:\u003c\/strong\u003e free for life\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eFull rights\u003c\/h3\u003e\u003cp\u003eSold with \u003cstrong\u003efull rights\u003c\/strong\u003e: 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).\u003c\/p\u003e\n\u003ch3\u003ePlease note\u003c\/h3\u003e\u003cp\u003eBusiness 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.\u003c\/p\u003e","brand":"Stockly","offers":[{"title":"Default Title","offer_id":54782491787543,"sku":"bz-015","price":499.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1024\/0347\/3687\/files\/cover_8b80ac9b-34e7-4a67-bff4-3595cf543b7b.jpg?v=1787679654","url":"https:\/\/stockly.cc\/products\/freelancer-business-toolkit-crm","provider":"Stockly","version":"1.0","type":"link"}