Solo Studio Project & Client Tracker — Freelancer Workbook

Bring your client work and project tasks into one organised place.

The Solo Studio Project & Client Tracker is an editable Excel workbook for freelancers who want a clearer view of project progress, priorities, tasks and estimated fees.

What you can track

• Keep a central list of projects and clients
• Track project status, deadlines and priorities
• Organise tasks and monitor progress
• View a simple dashboard of your workload
• Record fee and profit estimates

What you receive

One downloadable Excel workbook (.xlsx). No physical item will be shipped. Microsoft Excel or compatible spreadsheet software is required.

Please note: this workbook is an organisational aid and does not provide accounting or project-management services.

Licence: for your personal or internal business use. Please do not redistribute, share or resell the original workbook.

Manage the full client journey

Organise new enquiries with the Lead & Sales Pipeline Tracker and set projects up clearly with the Client Onboarding Kit.

Want the complete freelancer toolkit?

The Solo Studio Complete Freelancer Bundle 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 FIRSTORDER10 at checkout for a further 10% off the bundle, bringing it to NZ$35.10 through 15 November 2026 (NZDT).