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Business systems for freelancers who want to stop guessing and start operating.
Every template is built around one question: what decision does this help you make?
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Your all-in-one operations hub. Manage clients, projects, invoices, income, and expenses from a single page with a live dashboard that auto-calculates your numbers.
<aside> <img src="/icons/briefcase_blue.svg" alt="/icons/briefcase_blue.svg" width="40px" />
5 linked databases:
→ Client Directory
→ Project Pipeline
→ Invoice Tracker
→ Income & Expenses
→ Live Dashboard (auto-totals)
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<aside> <img src="/icons/arrow-right_blue.svg" alt="/icons/arrow-right_blue.svg" width="40px" />
Built-in rhythm:
→ Daily: capture inputs
→ Weekly: review dashboard, set 3 priorities
→ Team Mode: flip on when you hire
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👉 Preview with sample data:
Which clients actually make you money? Track time, calculate your effective hourly rate and utilization %, and see which work to grow, reprice, or drop.
<aside> <img src="/icons/coins_green.svg" alt="/icons/coins_green.svg" width="40px" />
3 linked databases:
→ Time Log (hours × rate = revenue)
→ Client Database
→ Live Dashboard (utilization, rate, revenue)
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<aside> <img src="/icons/warning_yellow.svg" alt="/icons/warning_yellow.svg" width="40px" />
Decision rules built in:
→ Utilization < 65%? Raise rates
→ Rate < $125/hr? Reprice
→ Non-billable > 10 hrs? Automate
→ One client > 60%? Diversify
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👉 Preview with sample data:
Plan your quarter. Execute weekly. Measure results. A structured sprint framework with built-in accountability — not a blank planner.
<aside> <img src="/icons/target_red.svg" alt="/icons/target_red.svg" width="40px" />
5 linked databases:
→ Sprint Goals (3-5 per quarter)
→ Weekly Action Plan
→ KPI Scorecard
→ Risk Register
→ Sprint Progress Dashboard
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<aside> <img src="/icons/journal_blue.svg" alt="/icons/journal_blue.svg" width="40px" />
12 weekly reviews built in:
→ Friday check-ins (10 min)
→ Month-end reviews at Wk 4, 8, 12
→ End-of-sprint retrospective
→ Next sprint planning
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👉 Preview with sample data:
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5-Minute Setup
Duplicate, replace sample data, start working. Instructions built in.
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Team Mode
Owner, Due Date, Next Step fields. Unhide when you grow.
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Works Everywhere
Desktop, tablet, mobile. Free or paid Notion plans.
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