No. 001 For people who run their own business alone

Run your freelance business like it's already working.

Notion systems for tracking clients, sending proposals, and planning your week — built from what actually works, not another blank template you'll abandon in a month.

Instant download, no account needed Works in the free version of Notion Lifetime access to updates Plain-English setup guide included
Templates

Three systems. One afternoon to set up.

Each one solves a specific problem freelancers hit in their first year — not a "productivity system," just the part that was actually broken.

01 — Client tracking

The Client Ledger

A Notion CRM built for solo work: every client, project, invoice, and follow-up date in one board, without the setup overhead of a "real" CRM.

02 — Winning work

The Scope Kit

Proposal, contract, and scope-change templates that stop projects from quietly growing past what you quoted. Fill-in-the-blank, not start-from-scratch.

03 — Weekly planning

The Field Report

A five-minute weekly planning ritual: what shipped, what's owed, what's next. Built to replace the Sunday-night spiral, not add to it.

Want all three? The Full Kit — Ledger, Scope Kit, and Field Report together.

Get the bundle — $49
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1:1 Service

A second pair of eyes on how your business actually runs.

A 60-minute working session where we look at how you currently track clients, quote work, and plan your week — and fix the one or two things quietly costing you the most time.

  • — Live audit of your current setup (Notion, spreadsheets, whatever you're using now)
  • — Custom-built fix for your single biggest bottleneck
  • — Recording plus a written follow-up so nothing gets lost
$150 / session

60 minutes, one bottleneck fixed. Usually booked within a week.

Book a session →

One useful note a week, no fluff.

Short breakdowns of systems that work for solo businesses. New templates go here first.

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