{"title":"Digital Business Templates","description":"\u003cp\u003e\u003cstrong\u003eStart free:\u003c\/strong\u003e Download the \u003ca href=\"\/products\/free-weekly-reset-planner-for-freelancers\"\u003eFree Freelancer Weekly Reset Planner\u003c\/a\u003e to organise your next week with a simple task list, priorities, dates, estimated hours and a Friday review. No payment or subscription required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBest value: Solo Studio Complete Freelancer Bundle — NZ$39.00.\u003c\/strong\u003e Get all seven coordinated workbooks plus a quick-start guide in one digital download. Ideal if you want a complete set of tools for leads, onboarding, pricing, projects, invoices, content planning and business admin. \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003eExplore the Complete Freelancer Bundle\u003c\/a\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eFirst-order offer:\u003c\/strong\u003e Eligible first-time customers can pay NZ$35.10 for the bundle. \u003ca href=\"https:\/\/0n1w90-je.myshopify.com\/discount\/FIRSTORDER10?redirect=%2Fproducts%2Fsolo-studio-complete-freelancer-bundle\"\u003eApply FIRSTORDER10 automatically and shop the bundle\u003c\/a\u003e. Offer ends 15 November 2026 (NZDT).\u003c\/p\u003e\n\u003cp\u003ePractical downloadable Excel templates for freelancers, creators and solo service businesses. Organise new leads and client enquiries, onboard clients, manage projects and deadlines, track invoices and payments, plan content, and work through your pricing and business numbers.\u003c\/p\u003e\n\u003cp\u003eNot sure which tool to choose? Use our \u003ca href=\"\/pages\/find-your-solo-studio-workbook\"\u003eFind Your Solo Studio Workbook guide\u003c\/a\u003e to compare the templates and choose the best starting point for your current task.\u003c\/p\u003e\n\u003cp\u003eEvery product page explains exactly what is included. Choose the tools that fit your workflow and build a simpler system for running your independent business.\u003c\/p\u003e\n\u003cp\u003eLooking for an \u003cstrong\u003eExcel invoice tracker\u003c\/strong\u003e, a \u003cstrong\u003efreelance project tracker\u003c\/strong\u003e or a \u003cstrong\u003eclient onboarding spreadsheet\u003c\/strong\u003e? Explore the individual workbooks to see the worksheets, features and file format before you buy.\u003c\/p\u003e","products":[{"product_id":"solo-studio-control-kit-freelancer-business-spreadsheet","title":"Solo Studio Control Kit — Freelancer Business Spreadsheet","description":"\u003ch2\u003eGet a clearer view of your freelance business.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Control Kit is a downloadable Excel business spreadsheet designed to help freelancers and independent business owners keep everyday work organised. Bring your projects, income, expenses and unpaid invoices into one practical place, and make time to plan the week ahead.\u003c\/p\u003e\n\u003ch3\u003eWhat you can use it for\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eOrganise freelance projects and keep track of work in progress\u003c\/li\u003e\n\u003cli\u003eRecord business income and expenses\u003c\/li\u003e\n\u003cli\u003eKeep an eye on unpaid invoices and outstanding payments\u003c\/li\u003e\n\u003cli\u003ePlan your week and stay focused on priorities\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFreelancers, solo operators, virtual assistants, creators and small business owners who want a straightforward way to organise business admin.\u003c\/p\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne downloadable Excel workbook (.xlsx). No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e this is an organisational tool, not accounting, tax or financial advice. Check your own obligations and seek professional advice where needed.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicence:\u003c\/strong\u003e for your personal or internal business use. Please do not redistribute, share or resell the original workbook.\u003c\/p\u003e\n\u003ch3\u003eBuild your toolkit\u003c\/h3\u003e\n\u003cp\u003ePlan your rates with the \u003ca href=\"\/products\/solo-studio-pricing-profit-planner-freelancer-workbook-1\"\u003ePricing \u0026amp; Profit Planner\u003c\/a\u003e, manage active client work with the \u003ca href=\"\/products\/solo-studio-project-client-tracker-freelancer-workbook\"\u003eProject \u0026amp; Client Tracker\u003c\/a\u003e, or keep invoices current with the \u003ca href=\"\/products\/solo-studio-invoice-payment-tracker-freelancer-spreadsheet\"\u003eInvoice \u0026amp; Payment Tracker\u003c\/a\u003e.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67923816972653,"sku":null,"price":19.0,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-control-kit-cover.png?v=1794032842"},{"product_id":"solo-studio-client-onboarding-kit-freelancer-workbook","title":"Solo Studio Client Onboarding Kit — Freelancer Workbook","description":"\u003ch2\u003eStart every freelance client relationship with a clear plan.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Client Onboarding Kit is an editable Excel workbook that helps freelancers and small service businesses gather the right information, define deliverables, estimate fees, organise kickoff tasks and record scope changes.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient intake questionnaire:\u003c\/strong\u003e capture contact details, goals, audience, brand, deadlines and access needs\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProject brief:\u003c\/strong\u003e agree objectives, deliverables, milestones and sign-off\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eScope and fees worksheet:\u003c\/strong\u003e work through line totals and an estimated total in NZD\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e15-step onboarding tracker:\u003c\/strong\u003e organise status, priority and completion progress\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChange log:\u003c\/strong\u003e record out-of-scope requests, fee and timing impact, and client approval\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here guide:\u003c\/strong\u003e follow a five-step workflow with practical reminders\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFreelancers, virtual assistants, consultants, designers, creators and independent service providers.\u003c\/p\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne downloadable Excel workbook (.xlsx) with six editable worksheets. No physical item is shipped. Microsoft Excel or compatible spreadsheet software is required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eImportant:\u003c\/strong\u003e this is an administrative template, not legal or tax advice. Do not store passwords, payment-card details or sensitive personal information in the workbook.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicence:\u003c\/strong\u003e for the purchaser's personal or internal business use. Redistribution, sharing or resale of the original workbook is not permitted.\u003c\/p\u003e\n\u003ch3\u003eKeep your workflow moving\u003c\/h3\u003e\n\u003cp\u003eTrack new enquiries with the \u003ca href=\"\/products\/solo-studio-lead-sales-pipeline-tracker-freelancer-workbook\"\u003eLead \u0026amp; Sales Pipeline Tracker\u003c\/a\u003e, then organise delivery with the \u003ca href=\"\/products\/solo-studio-project-client-tracker-freelancer-workbook\"\u003eProject \u0026amp; Client Tracker\u003c\/a\u003e.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67924187709805,"sku":null,"price":14.9,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-client-onboarding-kit-cover.png?v=1794036473"},{"product_id":"solo-studio-pricing-profit-planner-freelancer-workbook-1","title":"Solo Studio Pricing \u0026 Profit Planner — Freelancer Workbook","description":"\u003ch2\u003eKnow what to charge and understand what you keep.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Pricing \u0026amp; Profit Planner is a practical Excel workbook for freelancers and solo service providers who want a clearer way to price their work, plan service fees and track monthly business profitability.\u003c\/p\u003e\n\u003ch3\u003eWhat's included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here:\u003c\/strong\u003e a quick guide to using the workbook\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePricing Calculator:\u003c\/strong\u003e estimate an hourly rate and project fee using your income target, overheads, leave, working hours and billable utilisation\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eService Menu:\u003c\/strong\u003e list services, estimate delivery time and compare proposed fees with your target rate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly Profit:\u003c\/strong\u003e record income and operating costs to see estimated operating profit\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eScenario Planner:\u003c\/strong\u003e compare example pricing and cost scenarios\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eHow it works\u003c\/h3\u003e\n\u003cp\u003eDownload the Excel workbook, enter your own figures in the input cells and use the calculated estimates to support your business planning.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e this is a practical planning aid, not tax, accounting or financial advice. Check your own tax obligations and seek professional advice where needed.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat you receive:\u003c\/strong\u003e one downloadable Microsoft Excel workbook (.xlsx). No physical item will be shipped. Excel-compatible spreadsheet software is required.\u003c\/p\u003e\n\u003ch3\u003eKeep your business numbers organised\u003c\/h3\u003e\n\u003cp\u003eUse the \u003ca href=\"\/products\/solo-studio-control-kit-freelancer-business-spreadsheet\"\u003eSolo Studio Control Kit\u003c\/a\u003e for broader business admin and the \u003ca href=\"\/products\/solo-studio-invoice-payment-tracker-freelancer-spreadsheet\"\u003eInvoice \u0026amp; Payment Tracker\u003c\/a\u003e to monitor outstanding payments.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67924295942509,"sku":null,"price":12.9,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-pricing-profit-planner-cover.png?v=1794037425"},{"product_id":"solo-studio-invoice-payment-tracker-freelancer-spreadsheet","title":"Solo Studio Invoice \u0026 Payment Tracker — Freelancer Spreadsheet","description":"\u003ch2\u003eKeep every invoice and payment organised in one place.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Invoice \u0026amp; Payment Tracker is an Excel workbook that helps freelancers record who they have invoiced, when payment is due, what has been paid and what is still outstanding.\u003c\/p\u003e\n\u003ch3\u003eWhat you can track\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eInvoice numbers and client details\u003c\/li\u003e\n\u003cli\u003eInvoice issue dates and payment due dates\u003c\/li\u003e\n\u003cli\u003eInvoice amounts, payments received and remaining balances\u003c\/li\u003e\n\u003cli\u003ePayment status and upcoming due dates\u003c\/li\u003e\n\u003cli\u003eA summary view of your invoicing\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne downloadable Excel workbook (.xlsx). No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e this workbook is an organisational tool and does not provide accounting, tax or legal advice.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicence:\u003c\/strong\u003e for your personal or internal business use. Please do not redistribute, share or resell the original workbook.\u003c\/p\u003e\n\u003ch3\u003eRelated business tools\u003c\/h3\u003e\n\u003cp\u003eEstimate your rates with the \u003ca href=\"\/products\/solo-studio-pricing-profit-planner-freelancer-workbook-1\"\u003ePricing \u0026amp; Profit Planner\u003c\/a\u003e or keep your wider business admin together with the \u003ca href=\"\/products\/solo-studio-control-kit-freelancer-business-spreadsheet\"\u003eSolo Studio Control Kit\u003c\/a\u003e.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67924351156589,"sku":null,"price":9.9,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-invoice-payment-tracker-cover.png?v=1794039755"},{"product_id":"solo-studio-content-planner-social-media-workbook","title":"Solo Studio Content Planner — Social Media Workbook","description":"\u003ch2\u003ePlan your content without the last-minute scramble.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Content Planner is an editable Excel workbook designed to help freelancers and small business owners organise content ideas and keep a simple publishing calendar.\u003c\/p\u003e\n\u003ch3\u003eWhat you can do\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePlan posts in a content calendar\u003c\/li\u003e\n\u003cli\u003eTrack platform, content type, status and priority\u003c\/li\u003e\n\u003cli\u003eSave and organise ideas in an ideas bank\u003c\/li\u003e\n\u003cli\u003eKeep upcoming content and progress in one place\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne downloadable Excel workbook (.xlsx). No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e this planner helps organise your workflow; it does not publish content automatically.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicence:\u003c\/strong\u003e for your personal or internal business use. Please do not redistribute, share or resell the original workbook.\u003c\/p\u003e\n\u003ch3\u003eMore tools for your business\u003c\/h3\u003e\n\u003cp\u003eKeep projects and deadlines organised with the \u003ca href=\"\/products\/solo-studio-project-client-tracker-freelancer-workbook\"\u003eProject \u0026amp; Client Tracker\u003c\/a\u003e, or manage your overall admin with the \u003ca href=\"\/products\/solo-studio-control-kit-freelancer-business-spreadsheet\"\u003eSolo Studio Control Kit\u003c\/a\u003e.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67924351877485,"sku":null,"price":9.9,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-content-planner-promo.png?v=1794189469"},{"product_id":"solo-studio-project-client-tracker-freelancer-workbook","title":"Solo Studio Project \u0026 Client Tracker — Freelancer Workbook","description":"\u003ch2\u003eBring your client work and project tasks into one organised place.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Project \u0026amp; Client Tracker is an editable Excel workbook for freelancers who want a clearer view of project progress, priorities, tasks and estimated fees.\u003c\/p\u003e\n\u003ch3\u003eWhat you can track\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eKeep a central list of projects and clients\u003c\/li\u003e\n\u003cli\u003eTrack project status, deadlines and priorities\u003c\/li\u003e\n\u003cli\u003eOrganise tasks and monitor progress\u003c\/li\u003e\n\u003cli\u003eView a simple dashboard of your workload\u003c\/li\u003e\n\u003cli\u003eRecord fee and profit estimates\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne downloadable Excel workbook (.xlsx). No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e this workbook is an organisational aid and does not provide accounting or project-management services.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicence:\u003c\/strong\u003e for your personal or internal business use. Please do not redistribute, share or resell the original workbook.\u003c\/p\u003e\n\u003ch3\u003eManage the full client journey\u003c\/h3\u003e\n\u003cp\u003eOrganise new enquiries with the \u003ca href=\"\/products\/solo-studio-lead-sales-pipeline-tracker-freelancer-workbook\"\u003eLead \u0026amp; Sales Pipeline Tracker\u003c\/a\u003e and set projects up clearly with the \u003ca href=\"\/products\/solo-studio-client-onboarding-kit-freelancer-workbook\"\u003eClient Onboarding Kit\u003c\/a\u003e.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67924352696685,"sku":null,"price":12.9,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-project-client-tracker-cover.png?v=1794039771"},{"product_id":"solo-studio-lead-sales-pipeline-tracker-freelancer-workbook","title":"Solo Studio Lead \u0026 Sales Pipeline Tracker — Freelancer Workbook","description":"\u003ch2\u003eTurn more enquiries into paying freelance clients.\u003c\/h2\u003e\n\u003cp\u003eThe Solo Studio Lead \u0026amp; Sales Pipeline Tracker is an editable Excel workbook designed to help freelancers and small service businesses organise enquiries, plan follow-ups and keep potential projects moving.\u003c\/p\u003e\n\u003ch3\u003eWhat's included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eLead Pipeline:\u003c\/strong\u003e record prospective clients, lead sources, services, estimated project values, stages and next actions\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFollow-up Planner:\u003c\/strong\u003e keep upcoming conversations and follow-up dates visible\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProposal Tracker:\u003c\/strong\u003e record proposal scope, amounts, sent dates, expiry dates and decisions\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Dashboard:\u003c\/strong\u003e view lead counts, open pipeline value, weighted pipeline value, proposal outcomes and overdue follow-ups\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here guide:\u003c\/strong\u003e practical instructions for setting up and maintaining your pipeline\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFreelancers, consultants, virtual assistants, designers, creators and independent service providers who want a simple way to manage prospective client work.\u003c\/p\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cp\u003eOne downloadable Excel workbook (.xlsx) with five worksheets. No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e this is an administrative planning tool, not legal, accounting, tax or financial advice. Avoid storing passwords, payment-card details or sensitive personal information in the workbook.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicence:\u003c\/strong\u003e for your personal or internal business use. Please do not redistribute, share or resell the original workbook.\u003c\/p\u003e\n\u003ch3\u003eLearn the process\u003c\/h3\u003e\n\u003cp\u003eRead our guide \u003ca href=\"\/blogs\/news\/how-to-track-freelance-leads-excel-spreadsheet\"\u003eHow to Track Freelance Leads in Excel\u003c\/a\u003e for a practical setup and weekly review routine.\u003c\/p\u003e\n\u003ch3\u003eContinue the client journey\u003c\/h3\u003e\n\u003cp\u003eWhen a lead becomes a client, use the \u003ca href=\"\/products\/solo-studio-client-onboarding-kit-freelancer-workbook\"\u003eClient Onboarding Kit\u003c\/a\u003e to prepare the project, then keep delivery organised with the \u003ca href=\"\/products\/solo-studio-project-client-tracker-freelancer-workbook\"\u003eProject \u0026amp; Client Tracker\u003c\/a\u003e. For pricing support, see the \u003ca href=\"\/products\/solo-studio-pricing-profit-planner-freelancer-workbook-1\"\u003ePricing \u0026amp; Profit Planner\u003c\/a\u003e.\u003c\/p\u003e\u003ch3\u003eWant the complete freelancer toolkit?\u003c\/h3\u003e\n\u003cp\u003eThe \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eSolo Studio Complete Freelancer Bundle\u003c\/strong\u003e\u003c\/a\u003e includes all seven coordinated workbooks plus a quick-start guide for NZ$39.00. Buying all seven individually would cost NZ$92.40, so the bundle saves NZ$53.40 (about 58%). First-time customers can also use code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67925118845293,"sku":null,"price":12.9,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-lead-sales-pipeline-tracker-cover.png?v=1794044169"},{"product_id":"solo-studio-complete-freelancer-bundle","title":"Solo Studio Complete Freelancer Bundle","description":"\u003cp\u003e\u003cstrong\u003eFirst-order launch offer:\u003c\/strong\u003e Eligible first-time customers save 10% on the NZ$39 bundle (pay NZ$35.10). \u003ca href=\"https:\/\/0n1w90-je.myshopify.com\/discount\/FIRSTORDER10?redirect=%2Fproducts%2Fsolo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eShop the bundle with the discount applied automatically\u003c\/strong\u003e\u003c\/a\u003e, or enter code \u003cstrong\u003eFIRSTORDER10\u003c\/strong\u003e at checkout. Valid through 15 November 2026 (NZDT).\u003c\/p\u003e\u003ch2\u003eSeven practical workbooks. One connected freelancer business system.\u003c\/h2\u003e\u003cp\u003eBring your freelance business admin together with the Solo Studio Complete Freelancer Bundle. This digital collection combines all seven Solo Studio workbooks so you can organise enquiries, onboard clients, price your work, manage projects, track invoices and payments, plan content, and review your business finances.\u003c\/p\u003e\u003ch3\u003eWhat’s included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eSolo Studio Control Kit:\u003c\/strong\u003e business dashboard, project pipeline, money overview and weekly plan.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Onboarding Kit:\u003c\/strong\u003e client intake, project brief, scope and fees, onboarding tracker and change log.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePricing \u0026amp; Profit Planner:\u003c\/strong\u003e pricing calculator, service menu, monthly profit tracker and scenario planner.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoice \u0026amp; Payment Tracker:\u003c\/strong\u003e invoice register and payment summary.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eContent Planner:\u003c\/strong\u003e content calendar and ideas bank.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProject \u0026amp; Client Tracker:\u003c\/strong\u003e project register, task list and dashboard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLead \u0026amp; Sales Pipeline Tracker:\u003c\/strong\u003e lead pipeline, follow-up planner, proposal tracker and sales dashboard.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it’s for\u003c\/h3\u003e\u003cp\u003eFreelancers, independent creatives and solo service businesses who want a practical, organised way to manage the moving parts of their work.\u003c\/p\u003e\u003ch3\u003eFormat and delivery\u003c\/h3\u003e\u003cp\u003eInstant digital download. You receive one ZIP file containing seven editable Excel workbooks and a quick-start guide. No physical item will be shipped. Compatible with Microsoft Excel; some features may vary in other spreadsheet apps.\u003c\/p\u003e\u003ch3\u003eImportant notes\u003c\/h3\u003e\u003cp\u003eThese are administrative planning templates, not accounting, tax, legal or financial advice. They do not guarantee compliance with any country's requirements. Adapt the workbooks to your own business and verify local obligations. Do not store passwords, payment-card details or sensitive personal information in them. Personal-use business licence; do not resell, redistribute or share the files as standalone templates.\u003c\/p\u003e\u003ch3\u003eWant to try a simple weekly planning tool first?\u003c\/h3\u003e\u003cp\u003eDownload the \u003ca href=\"\/products\/free-weekly-reset-planner-for-freelancers\"\u003efree Freelancer Weekly Reset Planner\u003c\/a\u003e, then browse the \u003ca href=\"\/collections\/digital-business-templates\"\u003eDigital Business Templates collection\u003c\/a\u003e to compare the individual workbooks and choose the tools that suit your workflow.\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67930257064301,"sku":null,"price":39.0,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-complete-freelancer-bundle-promo.png?v=1794186638"},{"product_id":"free-weekly-reset-planner-for-freelancers","title":"Free Freelancer Weekly Reset Planner — Excel Download","description":"\u003ch2\u003eA free 15-minute planning reset for freelancers\u003c\/h2\u003e\n\u003cp\u003eMake the coming week feel clearer with this simple Excel planner from Solo Studio. Set one meaningful weekly outcome, list the work that matters, estimate your available hours, and keep next actions visible.\u003c\/p\u003e\n\u003ch3\u003eInside the free workbook\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eA quick-start sheet with a simple five-step weekly reset routine.\u003c\/li\u003e\n\u003cli\u003eA weekly task planner for up to 20 tasks, with priority, day, due date, estimated hours, status and notes.\u003c\/li\u003e\n\u003cli\u003eAutomatic summary counts for planned hours, completed tasks, open tasks and overdue tasks.\u003c\/li\u003e\n\u003cli\u003eA short Friday review to capture wins, blockers and next week's most important action.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eHow it works\u003c\/h3\u003e\n\u003cp\u003eComplete checkout with your email address, then download the Excel workbook. No subscription or payment is required. Microsoft Excel is recommended; compatibility may vary in other spreadsheet applications.\u003c\/p\u003e\n\u003ch3\u003eWant the complete system?\u003c\/h3\u003e\n\u003cp\u003eWhen you're ready to organise more than your week, the \u003ca href=\"\/products\/solo-studio-complete-freelancer-bundle\"\u003eSolo Studio Complete Freelancer Bundle\u003c\/a\u003e includes seven coordinated workbooks for client onboarding, lead tracking, pricing, projects, invoices, content planning and business admin.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eReady for the complete system?\u003c\/strong\u003e Eligible first-time customers can save 10% on the NZ$39 bundle. \u003ca href=\"https:\/\/0n1w90-je.myshopify.com\/discount\/FIRSTORDER10?redirect=%2Fproducts%2Fsolo-studio-complete-freelancer-bundle\"\u003e\u003cstrong\u003eOpen the bundle with FIRSTORDER10 applied automatically\u003c\/strong\u003e\u003c\/a\u003e, or enter the code at checkout. Offer ends 15 November 2026 (NZDT).\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eThis planner is an administrative tool, not accounting, tax, legal or financial advice. Do not enter passwords, payment-card data or sensitive client information.\u003c\/em\u003e\u003c\/p\u003e","brand":"Solo Studio","offers":[{"title":"Default Title","offer_id":67930583269741,"sku":null,"price":0.0,"currency_code":"NZD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/files\/solo-studio-free-weekly-reset-planner-pin.png?v=1794187660"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1042\/4952\/4589\/collections\/solo-studio-control-kit-cover.png?v=1794104478","url":"https:\/\/0n1w90-je.myshopify.com\/collections\/digital-business-templates.oembed","provider":"Solo Studio","version":"1.0","type":"link"}