Freelancer Client CRM and Pipeline

Freelancers rarely lose work to competitors; they lose it to the follow-up that never got sent. This workbook keeps every client, proposal and conversation in one place and tells you who is waiting on you.

List clients and prospects (up to 300) with their lead source, and every deal (up to 1,000) with its value, stage, expected close date and next step. Each open deal is weighted by its stage probability, and flagged when the next step is overdue, the close date has passed or there's no next step at all. Log emails, calls, meetings, proposals and invoices on the Activity Log (up to 2,000 rows) with a next follow-up date. A follow-up closes itself as soon as you log something newer for that client, so the overdue list is always current. Each client gets revenue to date, open pipeline, last contact, next follow-up, a status (Active client, Past client, Prospect, Cold lead) and a 'going quiet' flag. The Forecast shows won revenue for the past five months and won plus weighted pipeline for this month and the next six against your monthly goal, with totals by stage and by lead source (deals, win rate, revenue). The Dashboard has 15 headline numbers (win rate, average deal, days to win, year to date vs goal, largest client's share of revenue, overdue follow-ups), your top five clients and two charts.

Included: worked-example and blank workbooks (7 sheets, 13,969 formulas; the example is a fictional brand and web designer with 43 clients, 85 deals and 370 activities), plus a 5-page PDF guide in US Letter and A4 with a quick start, the follow-up system and wording, a worked example and a 15-minute Monday pipeline review. Google Sheets copy: pending.

General information, not financial or legal advice.