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

Printable Freelance Business & Client Management Workbook

$14.9526 pages

A guided freelance business & client management workbook with step-by-step worksheets for client details, project scope and deadlines and deliverables, plus exercises for 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

  • 26 printable pages
  • Guided worksheets for client details
  • Exercises for project scope
  • Decision pages for deadlines and deliverables
  • Action steps for invoices and payments
  • Review exercises for follow-up notes
  • Printer-friendly US Letter layout
Buy now — $14.95

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Inside the printable

Preview the pages

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Complete the Freelance Business & Client Management system

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What's inside the 26 pages

The exact page breakdown of the PDF you download:

Page typePages
Cover page1
How to use your workbook1
Where I Am Now1
Guided exercises6
Guided reflection pages5
Decision pages5
Checklists5
30 / 60 / 90-Day Action Plan1
Review & Next Steps1
See all 26 pages in order
  1. Cover
  2. How to use your workbook
  3. Where I Am Now
  4. Exercise: Client details
  5. Reflection: Client details
  6. Decision Page: Client details
  7. Checklist: Client details
  8. Exercise: Project scope
  9. Reflection: Project scope
  10. Decision Page: Project scope
  11. Checklist: Project scope
  12. Exercise: Deadlines and deliverables
  13. Reflection: Deadlines and deliverables
  14. Decision Page: Deadlines and deliverables
  15. Checklist: Deadlines and deliverables
  16. Exercise: Invoices and payments
  17. Reflection: Invoices and payments
  18. Decision Page: Invoices and payments
  19. Checklist: Invoices and payments
  20. Exercise: Follow-up notes
  21. Reflection: Follow-up notes
  22. Decision Page: Follow-up notes
  23. Checklist: Follow-up notes
  24. Exercise: Client details
  25. 30 / 60 / 90-Day Action Plan
  26. Review & Next Steps

How to use it

  1. Start with the "where I am now" assessment for freelance business & client management.
  2. Work through the exercises on client details, project scope and deadlines and deliverables, one at a time.
  3. Use the decision pages and checklists to turn invoices and payments and follow-up notes into concrete steps.
  4. Finish with the 30/60/90-day action plan and the review page.

More tips: How to Organize Printable Planner Pages.

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
Trackerrecord the same measures again and again so progress is easy to see28$8.95
Logbookkeep dated records you can look back on later24$9.95
Bundleall five formats together138$39.95

See the whole Freelance Business & Client Management collection, more topics in Business & Career, or every printable workbook in the shop. The complete bundle includes this workbook 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 workbook?

26 pages, including 6 guided exercises, 5 guided reflection pages, 5 decision pages.

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 workbook or the bundle?

Get the workbook if you mainly want to work through a topic step by step with guided exercises. The Freelance Business & Client Management bundle ($39.95) adds the other four formats on the same topic.