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The Freelance Operating System

Run the business side without the mess.

The parts of freelancing that are not the craft: tracking clients, tracking money, sending clean paperwork and closing the week. Set up once, run every week.

Four resources for handling clients, money, paperwork and the weekly admin of freelance work.

The problem it removes

The admin of freelancing is invisible until it is a problem — a late invoice, a lost deadline, a Friday spent on paperwork instead of a weekend.

Everything included

  • M001 Business Money Tracker
  • M002 The Client Hub
  • M003 The Proposal & Invoice Kit
  • P003 The Weekly Reset
  • Setup order guide for using them together

What's in the bundle

How to use it

  1. 01

    Set up the Client Hub with your active clients.

  2. 02

    Move paperwork onto the Proposal & Invoice Kit.

  3. 03

    Track money in the Money Tracker and close each week with the Weekly Reset.

Who it's for

  • Freelancers with several active clients
  • Service providers formalizing how they run things
  • Anyone spending weekends on admin

Formats and compatibility

Delivered as Notion, Google Sheets, Google Docs, Excel, PDF. Works with Notion, Google Sheets, Google Docs, Microsoft Excel, Microsoft Word.

NotionGoogle SheetsGoogle DocsMicrosoft ExcelMicrosoft Word

Questions

How much do I save versus buying separately?

The four resources are $65 individually. The bundle is $45.

I only need two of these. Is the bundle still worth it?

If you want two, buy those two. The bundle pays off once you use three or more.

Still deciding? Read the full FAQ or ask us anything.

The Freelance Operating System$45 · B002