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Guide template

Tools for freelancers

Plan posts, send a proposal or keep track of client work: each resource helps with a specific part of freelance life.

An entirely fictional example to adapt to your business.

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A fictional example
  1. Where do you lose the most time?Keeping track of deadlines and feedback across projects.
  2. What does your work look like at the moment?I work on several client projects at once.
  3. What would help you most this week?A clear overview of my current projects.

The recommendation

The client project tracker

Juggling several clients? A Google Sheets tracker brings together next steps, deadlines and feedback you are waiting for. A weekly view helps you see what needs attention without replacing all your tools.

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This older example is no longer offered for new guides. Your saved guides are unchanged.

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Questions in this template

Three questions that narrow the choice

These are the template’s questions. Adapt the answers to your catalogue before using it.

  1. Where do you lose the most time?

    Deciding what to post and preparing content.
    Rewriting proposals and client messages.
    Keeping track of deadlines and feedback across projects.

  2. What does your work look like at the moment?

    I mainly showcase my work on social media.
    I receive enquiries and am preparing my first proposals.
    I work on several client projects at once.

  3. What would help you most this week?

    Having a month of posts planned out.
    A clear proposal ready to personalise.
    A clear overview of my current projects.

FICTIONAL EXAMPLE

Three offers with different jobs

The content calendar

Still deciding what to post every Monday? An editable Google Sheets calendar helps you plan four weeks of content, collect ideas and track what is ready. Includes a completed example and a short guide.

The client proposal kit

A new enquiry arrives and you start from a blank page? Editable templates help you explain your approach, set out deliverables and prepare a follow-up. Adapt them to your services and terms.

The client project tracker

Juggling several clients? A Google Sheets tracker brings together next steps, deadlines and feedback you are waiting for. A weekly view helps you see what needs attention without replacing all your tools.

Make it your own

What is in this template?

3 fictional offers, three questions and the rules connecting them. Replace the copy and links before publishing.

Can I edit it?

This page describes a historical template. You can still edit your saved guides in Studio.

A different kind of offer?

Selvup

Start with the offers
you know inside out.

Match your offers to your prospects’ needs and give them a next step towards a purchase.

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