Freelancer and VA

Freelance Client Project Manager

Manage every client, deadline, and deliverable in one place

A CRM-style project manager built for freelancers and virtual assistants. Track active projects, deadlines, client communication notes, deliverables, revision counts, and client satisfaction for up to 20 clients at once.


What’s included

  • Active project dashboard (up to 20 clients)
  • Deadline and milestone tracker
  • Deliverable checklist per project
  • Revision count tracker
  • Client notes and contact directory
  • Project profit calculator
  • Monthly utilization tracker

Frequently asked questions

How is this different from Trello or Asana?

It is a spreadsheet - no subscriptions, no learning curve, fully customizable for your workflow.

Can I track retainer clients?

Yes - there is a retainer tab for recurring monthly clients that tracks hours used vs included.

Does it work for agencies?

Designed for solo freelancers or VAs. Can be adapted for small teams with shared Google Sheets access.

$17 one-time

Instant download. Google Sheets template. Works on any device.

Get Instant Access →
  • Lifetime access
  • Google Sheets + Excel compatible
  • Free updates forever
  • Works on mobile and desktop

Ready to Download?

One-time $17 — Instant PDF + spreadsheet. 30-day guarantee.

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