Freelancer Business Essentials

$12.99

You're great at the work. The business side is the part that gets done in your head, on sticky notes, or not at all. You guess at your rate, lose track of billable hours, and only notice an unpaid invoice when the money doesn't show up.

Freelancer Business Essentials puts that side of the job on paper. Eight printable templates help you set a rate that actually covers your costs, log every hour, send a clear proposal, follow each invoice until it's paid, and look back every quarter to see what's working.

What you get

8 templates in one 12-page PDF:

Time Tracker: log hours by client, project and billable status. 22 rows a week, plus total hours, billable hours, billable amount, non-billable hours and your effective hourly rate.
Rate Calculator: work out your hourly, day and project rates. Start with your income goal, working days, non-billable time and annual expenses, then follow seven worked steps to an hourly rate, a day rate and a 20-hour project rate.
Portfolio Project Log: track finished work and build your portfolio. 22 rows for project, client, type, date, fee and testimonial, plus portfolio stats.
Skills Inventory: take stock of your skills, gaps and certifications. Core skills with a 1 to 5 proficiency score, skills to develop with a target date, and certifications with expiry dates.
Project Proposal: scope, price and present a project to a client. Project summary, objectives, scope of work, investment table, total, payment schedule (deposit, milestone, final) and signature lines for you and your client.
Payment Tracker: follow every invoice from sent to paid. 20 invoices a month with sent, due and paid dates, a payment summary and a status key.
Client Feedback Form: collect structured feedback after each project. Five 1 to 5 ratings, open questions, "Would you work with me again?" and "Would you refer me?", and an action items table.
Quarterly Self-Review: look back at wins and challenges, then set goals. Key metrics, goals for next quarter, skills to focus on and one big change.

Also inside: a how-to page with a contents table, a pro tip on six of the eight templates, and a page of other Everlight templates.

Who it's for

Freelance designers, writers and editors, consultants and coaches, virtual assistants, developers and creatives, and side hustlers going solo. If you bill clients and run the business side yourself, this is for you.

How it works

Download the PDF right after you buy.
Print the pages you need on US Letter paper, or open the file in any tablet app that lets you write on PDFs.
Fill it in. Print a fresh Time Tracker each week, a Payment Tracker each month and a Self-Review each quarter.

It's a printable PDF that also works on a tablet. Tap a template name on the cover or the contents page to jump straight to it, and tap the footer on any page to get back to the contents.

File details

Format: PDF, printable and tablet friendly
Pages: 12 (8 templates, a cover, a how-to page, a shop page and a thank-you page)
Size: US Letter, 8.5 x 11 in
Delivery: instant digital download. Nothing physical will be shipped.

Please note: this is a fill-in printable. It does not include an invoice template, a contract, or an editable Canva or spreadsheet file.

Stuck? Reply to your order email and I'll help.

Freelancer Business Essentials

$12.99

What you get

8 templates in one 12-page PDF:

Time Tracker: log hours by client, project and billable status. 22 rows a week, plus total hours, billable hours, billable amount, non-billable hours and your effective hourly rate.
Rate Calculator: work out your hourly, day and project rates. Start with your income goal, working days, non-billable time and annual expenses, then follow seven worked steps to an hourly rate, a day rate and a 20-hour project rate.
Portfolio Project Log: track finished work and build your portfolio. 22 rows for project, client, type, date, fee and testimonial, plus portfolio stats.
Skills Inventory: take stock of your skills, gaps and certifications. Core skills with a 1 to 5 proficiency score, skills to develop with a target date, and certifications with expiry dates.
Project Proposal: scope, price and present a project to a client. Project summary, objectives, scope of work, investment table, total, payment schedule (deposit, milestone, final) and signature lines for you and your client.
Payment Tracker: follow every invoice from sent to paid. 20 invoices a month with sent, due and paid dates, a payment summary and a status key.
Client Feedback Form: collect structured feedback after each project. Five 1 to 5 ratings, open questions, "Would you work with me again?" and "Would you refer me?", and an action items table.
Quarterly Self-Review: look back at wins and challenges, then set goals. Key metrics, goals for next quarter, skills to focus on and one big change.

Also inside: a how-to page with a contents table, a pro tip on six of the eight templates, and a page of other Everlight templates.

Who it's for

How it works

Download the PDF right after you buy.
Print the pages you need on US Letter paper, or open the file in any tablet app that lets you write on PDFs.
Fill it in. Print a fresh Time Tracker each week, a Payment Tracker each month and a Self-Review each quarter.

It's a printable PDF that also works on a tablet. Tap a template name on the cover or the contents page to jump straight to it, and tap the footer on any page to get back to the contents.

File details

Format: PDF, printable and tablet friendly
Pages: 12 (8 templates, a cover, a how-to page, a shop page and a thank-you page)
Size: US Letter, 8.5 x 11 in
Delivery: instant digital download. Nothing physical will be shipped.

Please note: this is a fill-in printable. It does not include an invoice template, a contract, or an editable Canva or spreadsheet file.

Stuck? Reply to your order email and I'll help.