Freelance Planner | CRM & Business Hub

The Freelance Planner OS Template provides everything you need to efficiently manage and scale your business. From client management to project management, this has everything you need to manage, plan and scale your freelance business.
About this template

Introducing Freelance Planner OS โ€“ Your Complete Business Management Solution

Manage Your Business Effortlessly

Freelancer OS provides everything you need to efficiently manage and scale your business. From client management to financial tracking, this has you covered.

Client Management Made Easy

๐Ÿ“ Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data to deliver exceptional service.

Streamline Project Management

โœ… Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

โณ Time Tracking: Easily track billable hours for each client and streamline the invoicing process. Use quick-action buttons to record time spent on tasks effortlessly.

Stay Financially Informed

๐Ÿฆ Finance Tracker: Keep track of income, expenses, and profit with our intuitive finance tracker. Create invoices, direct debits or flat fees for each client and manage payments seamlessly.

Set and Achieve Goals

๐ŸŽฏ Targets: Set and monitor business targets to stay focused and drive progress. Track deadlines and measure success with ease.

Efficient Calendar Management

๐Ÿ“† Calendar: Schedule and manage events, appointments, and meetings seamlessly. Integrate with Google Calendar for enhanced functionality.

Boost Your Marketing Efforts

๐Ÿ“ข Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities, create lead magnets, and devise growth strategies to expand your business.

๐Ÿงฒ Lead Manager: Nurture your lead pipeline and track progress toward conversion. Tailor communication to meet client needs and drive conversions.

Seal the Deal with Professional Proposals

๐Ÿค Proposals: Prepare and organize business proposals, success stories, and case studies for maximum impact and success.

Access Valuable Resources

โ„น๏ธ Resources & WIKI: Centralize business best practices, forms, and information in one convenient location. Explore the 17-page template WIKI for useful tutorials and integration tips to optimize your workflow.

Also Included...

๐ŸŒŸ Continuous Improvement

I'm committed to your success. As Notion releases new features, you'll receive updates, ensuring your template has the best tools available. Check on the right to see what was included in the last update.

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