What's inside the 28 pages
The exact page breakdown of the PDF you download:
| Page type | Pages |
|---|
| Cover page | 1 |
| How to use your tracker | 1 |
| Monthly habit-tracker grids | 6 |
| Weekly tracker pages | 6 |
| Log tables | 6 |
| Progress charts | 6 |
| Monthly summary pages | 1 |
| Notes | 1 |
See all 28 pages in order
- Cover
- How to use your tracker
- Monthly Tracker
- Weekly Tracker: Client details
- Log: Client details
- Progress Chart: Client details
- Monthly Tracker
- Weekly Tracker: Project scope
- Log: Project scope
- Progress Chart: Project scope
- Monthly Tracker
- Weekly Tracker: Deadlines and deliverables
- Log: Deadlines and deliverables
- Progress Chart: Deadlines and deliverables
- Monthly Tracker
- Weekly Tracker: Invoices and payments
- Log: Invoices and payments
- Progress Chart: Invoices and payments
- Monthly Tracker
- Weekly Tracker: Follow-up notes
- Log: Follow-up notes
- Progress Chart: Follow-up notes
- Monthly Tracker
- Weekly Tracker: Client details
- Log: Client details
- Progress Chart: Client details
- Monthly Summary
- Notes
Make repeated entries comparable
Decide what you are recording and use a consistent mark or unit. Separate a missed entry from a recorded result, and review the pattern before deciding what to change.
A starting point for Freelance Business & Client Management: Keep client requests separate from agreed deliverables and note the next action after each conversation.
If the explanation behind each result matters more than repeated entries, compare the journal below.
How to use it
- Choose the few things you will record for client details and project scope, and add them to the habit grid.
- Fill in the weekly tracker and the log tables for deadlines and deliverables and invoices and payments as you go; short entries are fine.
- Rate each week on the progress charts, including follow-up notes, so changes are easy to see.
- Use the monthly summary to decide what to keep, change or drop.
More tips: How to Start a Habit Tracker.
Other Freelance Business & Client Management printables
| Printable | Best for | Pages | Price |
|---|
| Planner | plan what happens next | 32 | $14.95 |
| Journal | reflect and write things down in your own words | 28 | $10.95 |
| Logbook | keep dated records you can look back on later | 24 | $9.95 |
| Workbook | work through a topic step by step with guided exercises | 26 | $14.95 |
| Bundle | all five formats together | 138 | $39.95 |
See the whole Freelance Business & Client Management collection, more topics in Business & Career, or every printable tracker in the shop. The complete bundle includes this tracker and saves $19.80.
Before you begin: check PDF paper sizes and scaling, compare planning and reflection.
Printing and delivery
US Letter 8.5 × 11 in PDF, instant download after Stripe checkout; nothing is shipped. Print at 100% (use "Fit to page" for A4) and reprint any page whenever you need it. Tips: printing planner pages at home.