Stop the app-switching headache and reclaim your focus. Running a creative business shouldn’t feel like playing detective with your own files. If you are tired of your business being scattered across 5 different apps, this is your one-and-done solution.

This template is a fully connected ecosystem that supports your entire freelance workflow from start to finish. It eliminates the friction of scattered notes and rebuilding the same information by bringing everything into one clean, connected home, from the first lead to the final invoice.

1. The Command Center (Dashboard) Your high-level overview for immediate clarity and business control.

Today’s Top 3: Capture quick reminders and prioritize the critical tasks that move the needle.

Active Project: Track your main clients at a glance with status indicators for active work and items awaiting feedback.

Task Timeline: Visualize your entire schedule and manage deadlines with an interactive timeline view.

2. Daily Execution Hub The execution layer where strategy turns into daily action and momentum is built.

Daily Planner: Plan your day and prioritize meaningful work with focused task views.

Weekly Review: Reflect on your progress and plan your upcoming week with intention.

Monthly Focus: Set high-level goals and track your focus areas every month.

Routines & Check-Ins: Build consistency with structured daily and weekly operations.

Decisions & Learning: A dedicated space to log business insights and refined processes.

Performance Dashboard: Real-time metrics to monitor your overall business health.

System Settings: Easily customize your OS to fit your specific workflow needs.

3. Focus & Clarity Hub Your personal focus layer to protect your energy and prevent burnout.

Daily Focus Log: Track your attention, energy, and stress levels to make smarter work decisions.

Deep Work Tracker: Log and optimize your flow state sessions for maximum output.

Weekly Focus Review: Audit your focus quality and energy levels to optimize your workload.

4. Attract & Onboard (CRM & Sales) First impressions matter. Fix the messy onboarding "ping-pong" with a professional pipeline.

Leads and Connections: A full CRM to track inquiries from first contact to signed contract.

Client Intake: Professional questionnaires designed to hand off and get project questions answered by potential clients instantly.

Project Briefs: Centralized briefs to keep project scopes and expectations clear.

Contracts: Create, manage, and track all signed client agreements in one place.

5. Execute & Deliver (Project Management) Put your project management on autopilot and stop the deadline chaos.

Active Projects: A bird's-eye view of every client project and its current status.

Project Checklist: Standardized workflows and SOPs to ensure high-quality delivery every time.

Feedback Management: This hub shows you how to guide feedback, capture what matters, and move projects forward with clarity.

Project Delivery: A professional hub for final assets, final documentation, and project sign-offs.

Client Review: Standardised forms to capture client testimonials and project evaluations.

6. Get Paid & Track (Finance Hub) Take the stress out of your finances by turning guessing into total clarity.

Finance Hub: Monitor total revenue, expenses, and profit margins at a glance.

Invoice Tracker: Log every invoice and track payment status so you never miss a dollar.

Exchange Rate Tracker: Monitor currency fluctuations and conversions for international payments with links to official sources.

Tax Planning System: Built-in estimates to help you stay organized and ahead of tax season.

Monthly & Yearly Goal Tracker: Visualize your progress toward your monthly and yearly income goals.

Rate Card Library: Centralise your service rates and offerings for quick, consistent quoting.

Tools Performance Hub: Track the cost and efficiency of your business software and subscriptions.