Stop managing client work across scattered notes, inboxes, and disconnected spreadsheets.

Client Operations Kit v1.0 gives freelancers, consultants, agencies, and small service businesses a simple operational system for the full client lifecycle.

What you can manage
• New client inquiries and qualification
• Client directory and status
• Onboarding requirements and due dates
• Project priority, status, progress, and next action
• Invoices and amount paid
• Outstanding accounts receivable
• Current / 1–30 / 31–60 / 61–90 / 90+ aging buckets
• Payment follow-up history
• Client offboarding
• Reusable onboarding, reminder, overdue-payment, delivery, and feedback emails
• A live dashboard for clients, projects, and receivables

Included
• Clean Excel template
• Completed demo workbook with fictional sample data
• Quick Start PDF
• README
• Standard-use license

Built for
Freelancers, consultants, creative studios, marketers, content teams, small agencies, and independent service providers.

Important
This is an operations template, not accounting, legal, tax, cybersecurity, or regulatory software. Use one base currency per workbook.

Get the kit and put your entire client workflow in one place.