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Calling all designers who struggle to manage client projects and deadlines! I created this simple and straightforward client management template to make sure stay on top of all of your projects! I personally live and breath by this table - and its highly customizable to fit a wide variety of workflows.
Highlighted Features:
Payment tracking - Helpful for quarterly taxes, and making sure you get paid!
See simple overview of where you are and what you need to do on a variety of projects.
A place to store all client notes and easily find when needed
Kickoff meeting button - if you're just starting out in freelance this is a great outline for first calls with clients.
****this is truly a stripped down, no fuss simple method I use to track lots of different projects and deadlines. Make it as simple or as complicated as you wish - great for beginners to experts who are freelance / managing lots of clients / projects at once!
Calling all designers who struggle to manage client projects and deadlines! I created this simple and straightforward client management template to make sure stay on top of all of your projects! I personally live and breath by this table - and its highly customizable to fit a wide variety of workflows.
Highlighted Features:
Payment tracking - Helpful for quarterly taxes, and making sure you get paid!
See simple overview of where you are and what you need to do on a variety of projects.
A place to store all client notes and easily find when needed
Kickoff meeting button - if you're just starting out in freelance this is a great outline for first calls with clients.
****this is truly a stripped down, no fuss simple method I use to track lots of different projects and deadlines. Make it as simple or as complicated as you wish - great for beginners to experts who are freelance / managing lots of clients / projects at once!