What's inside the 26 pages
The exact page breakdown of the PDF you download:
| Page type | Pages |
|---|
| Cover page | 1 |
| How to use your workbook | 1 |
| Where I Am Now | 1 |
| Guided exercises | 6 |
| Guided reflection pages | 5 |
| Decision pages | 5 |
| Checklists | 5 |
| 30 / 60 / 90-Day Action Plan | 1 |
| Review & Next Steps | 1 |
See all 26 pages in order
- Cover
- How to use your workbook
- Where I Am Now
- Exercise: Client details
- Reflection: Client details
- Decision Page: Client details
- Checklist: Client details
- Exercise: Project scope
- Reflection: Project scope
- Decision Page: Project scope
- Checklist: Project scope
- Exercise: Deadlines and deliverables
- Reflection: Deadlines and deliverables
- Decision Page: Deadlines and deliverables
- Checklist: Deadlines and deliverables
- Exercise: Invoices and payments
- Reflection: Invoices and payments
- Decision Page: Invoices and payments
- Checklist: Invoices and payments
- Exercise: Follow-up notes
- Reflection: Follow-up notes
- Decision Page: Follow-up notes
- Checklist: Follow-up notes
- Exercise: Client details
- 30 / 60 / 90-Day Action Plan
- Review & Next Steps
How to use it
- Start with the "where I am now" assessment for freelance business & client management.
- Work through the exercises on client details, project scope and deadlines and deliverables, one at a time.
- Use the decision pages and checklists to turn invoices and payments and follow-up notes into concrete steps.
- 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
| 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 |
| Tracker | record the same measures again and again so progress is easy to see | 28 | $8.95 |
| Logbook | keep dated records you can look back on later | 24 | $9.95 |
| Bundle | all five formats together | 138 | $39.95 |
See the whole Freelance Business & Client Management collection, more topics in Business & Career, or every printable 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.