Freelance Financial Bundle

All-in-One Toolkit for Freelancers Ready to Grow & Thrive

Built for freelancers who want to stop guessing and start managing their business like pros. This powerful bundle combines smart, intuitive spreadsheets with a comprehensive guide to mastering client work — from lead to long-term relationship. Works in Google Sheets and Excel.

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✨ Core Features

📊 Client CRM & Project Tracker
Track client info, project details, deadlines, payments, communication preferences, and notes — all in one place.

💰 Revenue & Payment Dashboard
Monitor income by project, client, or service. Supports multi-currency input with auto conversion and visual breakdowns.

🧭 Marketing & Lead Tracker
See where your best clients are coming from. Analyze conversion rates, optimize outreach, and double down on what works.

🛠️ Proposal & Scope Management Tools
Built-in templates and logic to help you define your services, structure your offers, and avoid scope creep from day one.

📅 Client Lifecycle & Retention Insights
See which clients are most valuable over time, and track repeat projects to build predictable income month after month.

📖 Bonus! Freelance Client Mastery eBook
Your no-fluff, real-talk guide to managing clients like a pro. Learn how to onboard, price, set boundaries, get paid on time, and build lasting relationships.

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⚙️ Easy Setup & Customization

🗓️ Start from any year – no fixed date locks
💼 Add custom project/service categories
💡 Formulas & visual dashboards included
🖌️ Fully editable: colors, layout, labels – make it yours

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📁 What's Included

✅ 4 Google Sheets Templates (Proposal Calculator is Google Sheet only)
✅ 3 Microsoft Excel (.xlsx) versions
✅ Full-length eBook: Freelance Client Mastery (PDF)

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🔧 Compatibility

📱 iOS & Android
💻 Mac & Windows
🌐 Google Sheets (cloud-based)
📂 Microsoft Excel (.xlsx)

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🎯 100% Editable. Actionable. Built by freelancers, for freelancers.
Stop winging it. Start running your business with structure, clarity, and confidence.