Cara Livermore

I created this template to help me keep track of my various freelance clients and their specific needs throughout the work process. It allows me to quickly see which clients have unfinished work, scheduled meetings, or outstanding payments, and contact them as needed. Additionally, I can use it to monitor my progress towards achieving my annual income goals. The template includes a spreadsheet for each client, where I can store detailed information, brand assets, and other relevant files. I can also use the Board view to organize my clients by status. You can easily customize the template by modifying the Client Types and Tags to fit your own workflow.