Printable Freelance Business & Client Management Tracker cover
Freelance Business & Client Management · Tracker

Printable Freelance Business & Client Management Tracker

$8.9528 pages

A printable freelance business & client management tracker for recording client details, monitoring project scope and deadlines and deliverables, and reviewing patterns connected with invoices and payments and follow-up notes.

Format Printable PDFPage size US Letter 8.5 × 11 inDelivery Digital downloadPhysical item None shipped

What’s included

  • 28 printable pages
  • Tracking fields for client details
  • Repeat-entry pages for project scope
  • Progress records for deadlines and deliverables
  • Pattern notes for invoices and payments
  • Summary reviews for follow-up notes
  • Printer-friendly US Letter layout
Buy now — $8.95

Secure checkout with Stripe. Instant digital download after payment.

Inside the printable

Preview the pages

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Complete the Freelance Business & Client Management system

Buy the individual tools you need, or choose the complete bundle for the lowest combined price.

What's inside the 28 pages

The exact page breakdown of the PDF you download:

Page typePages
Cover page1
How to use your tracker1
Monthly habit-tracker grids6
Weekly tracker pages6
Log tables6
Progress charts6
Monthly summary pages1
Notes1
See all 28 pages in order
  1. Cover
  2. How to use your tracker
  3. Monthly Tracker
  4. Weekly Tracker: Client details
  5. Log: Client details
  6. Progress Chart: Client details
  7. Monthly Tracker
  8. Weekly Tracker: Project scope
  9. Log: Project scope
  10. Progress Chart: Project scope
  11. Monthly Tracker
  12. Weekly Tracker: Deadlines and deliverables
  13. Log: Deadlines and deliverables
  14. Progress Chart: Deadlines and deliverables
  15. Monthly Tracker
  16. Weekly Tracker: Invoices and payments
  17. Log: Invoices and payments
  18. Progress Chart: Invoices and payments
  19. Monthly Tracker
  20. Weekly Tracker: Follow-up notes
  21. Log: Follow-up notes
  22. Progress Chart: Follow-up notes
  23. Monthly Tracker
  24. Weekly Tracker: Client details
  25. Log: Client details
  26. Progress Chart: Client details
  27. Monthly Summary
  28. Notes

How to use it

  1. Choose the few things you will record for client details and project scope, and add them to the habit grid.
  2. Fill in the weekly tracker and the log tables for deadlines and deliverables and invoices and payments as you go; short entries are fine.
  3. Rate each week on the progress charts, including follow-up notes, so changes are easy to see.
  4. 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

PrintableBest forPagesPrice
Plannerplan what happens next32$14.95
Journalreflect and write things down in your own words28$10.95
Logbookkeep dated records you can look back on later24$9.95
Workbookwork through a topic step by step with guided exercises26$14.95
Bundleall five formats together138$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.

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.

Product questions

Questions about this printable

How many pages are in the Freelance Business & Client Management tracker?

28 pages, including 6 monthly habit-tracker grids, 6 weekly tracker pages, 6 log tables.

What freelance business & client management topics does it cover?

The pages are organized around client details, project scope, deadlines and deliverables, invoices and payments and follow-up notes.

Should I get the tracker or the bundle?

Get the tracker if you mainly want to record the same measures again and again so progress is easy to see. The Freelance Business & Client Management bundle ($39.95) adds the other four formats on the same topic.