I made this to accommodate my hectic variety of freelance clients, who all have different needs that I need to be aware of at each step of the process of working with them. I can see who has unfinished work, meetings to be set, or who hasn’t paid me in full yet, and get in contact with them quickly. And, of course, I can see if I’m on track to make my income goals this year.
Inside each page, in the spreadsheet, I have more details on the client, any relevant brand imagery, PDFs, or files that I need to work from. I can switch to the Board view, too, to organize by status. Customize it easily by changing the Client Types and Tags to fit your workflow.