Start Here – Freelance Client OS (Writer Edition)
This template is built specifically for freelance writers.
Quick Start
- Go to Clients and add your current clients.
- Go to Assignments and add your active writing projects. Link each one to a client.
- Use the Dashboard as your daily command center.
- Log pitches in Pitches.
- Log invoices in Invoices and link them to the related assignment and client.
Recommended Weekly Ritual
- Every Sunday: Check “Due This Week” and any unpaid invoices on the Dashboard.
- Update assignment statuses.
- Follow up on pitches that are waiting for a response.
Keep it simple. Only use the parts that help you.