Client bookings, priorities for the month, making time for your own business and client work, knowing what events are when…whew. There’s so many digital tools–which are great, don’t get me wrong–but wouldn’t it be nice to have one place where you could quickly take the pulse of your business, without having to look at six different apps and two different browser tabs?
The monthly view lets you keep track of your goals for the month – both project goals and income goals. And the notes and backburner section lets you keep an eye on upcoming projects:
Keep track of client bookings (and your income progress, using the bar graph on the top of each day) with the calendar view. You can break down your income by workday, so you know how much billable work you need to average each day to hit your goal:
The weekly planning process helps to train you into better productivity habits, and makes sure that the most important work gets done first:
Once you’ve created your to-do list, you can map it out on the weekly pages:
When you come to the end of the month, the monthly recap & postmortem pages help you keep an eye on important metrics, like your billable hours, hourly rate, goal progress, and income:
The Freelancer Planner was originally a successful Kickstarter campaign, with 380 backers funding to 157% of our goal. Here’s the video showcasing all the pages of the first version of the planner – using backer feedback, we’ve made improvements to the planner to come up with the pages you see above.
That’s not a problem either! You can download the printable version of the planner for $15 right here:
Download your planner
You’ll automatically be included in future updates to printable versions.
Once you receive or download your planner, head here to learn how to use it.
In addition to getting product updates, you’ll also get a four-part freelancing crash course, covering some of the most common mistakes I see freelancers making and how to avoid them.