Freelance Client Operations Kit
A Notion workspace for solo freelancers who currently run enquiries, projects and invoices out of an inbox and their own memory.
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Client & Project Systems
Files for the administrative half of independent work: who the client is, what was agreed, which stage it has reached, and what still has to be handed back at the end. Most of these are Notion spaces or spreadsheets you set up once and then work inside daily. The free project handover checklist sits in this category too.
Formats in this category
Products in this category
Studio Onboarding & Handover System
The paperwork for the first and last two weeks of a client project, for studios of two to twelve people.
Project Tracker for Small Teams
A six-sheet workbook for teams who went back to a spreadsheet and want it to hold up under real projects.
Job Search & Interview Tracker
A Notion space for running a job search alongside a job, when you have stopped remembering who said what.
Project Handover Checklist
Forty-six things to confirm before calling a client project finished — a complete checklist, free, no email required.
Bundles that include these
- Freelance Starter BundleFour products covering the commercial side of freelancing: pricing the work, proposing it, running it and watching the cash.
- Studio Operations BundleFour products for the recurring operational work of a small studio: onboarding, procedures, the weekly meeting and its follow-ups.