Business Planner for Freelancers
About this template
FREELANCE HQ is an all-in-one business planner and project management dashboard for freelancers that helps you work smarter, earn more, and land better clients without sacrificing your time or your sanity.
One intuitive dashboard to help you manage all aspects of your freelance business, from projects and tasks to clients, leads, sales, marketing & finances.
✓ Ready-made with fully automated systems for EVERYTHING YOU NEED to manage your freelance business
✓ Completely customizable
✓ Works on Notion’s FREE plan
✓ Smartphone-friendly, dark mode-friendly
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WHAT’S INCLUDED IN FREELANCE HQ
1 Notion template link with following pages & subpages:
1. MANAGEMENT HUB
Streamline your project management and client relationships for unparalleled efficiency and success.
1. Project Tracker & Planner
2. Projects Resources
3. Projects Reviews
4. Meetings Planner
5. Contracts
6. Proposals
7. Time Tracker
2. SALES HUB
Turn prospects into paying clients with the Sales Hub. Here you'll find tools to improve your sales process and grow your client base:
1. Sales Pipeline / Lead Tracker
2. Services & Packages Planner
3. Lead Magnets / Products Tracker
4. Affiliates & Partners
5. Sales Strategy Hub
3. MARKETING HUB
Grow your brand and captivate your audience with effective marketing planning and strategies.
1. Social Media Content Planner
2. Ads & Promotions Trackers
3. Referral Programs Planner
4. Testimonials Manager
5. Portfolio Manager & Platforms
6. Website Structure Planner
7. Brand Strategy & Brand Assets
4. Growth HUB
The Growth Hub provides you with strategic planning tools to develop your skills and scale your freelance business effectively:
1. OKRs Planner & Tracker
2. Standard Operating Procedures (SOPs)
3. Service Planner
4. Client Journey Planner
5. Business Admin Planner
6. Resources
5. FINANCE HUB
This is where you manage your invoices and cash flow and make informed decisions for long-term profitability:
1. Invoice Tracker
2. Income & Expenses Trackers
3. Income & Expense Categories
4. Accounts Manager
5. Financial Targets & Profitability Reports
6. SUPPORTING RESOURCES: instructions, tips, templates, ready-made resources & more!
PLUS FREE GIFT: A Business Audit Template to audit your business
