Freelance Studio Planner
One workbook. Clients, projects, time, expenses and the dashboard that ties them together. Tracks your pipeline in under five minutes a week.
Spreadsheets and systems we built ourselves, plus the SaaS tools we'd recommend once a spreadsheet stops being enough.
One workbook. Clients, projects, time, expenses and the dashboard that ties them together. Tracks your pipeline in under five minutes a week.
EXPENSE LOG · TBD A year of expenses on one sheet, sorted by category and quarter. VAT and tax columns set up so the accountant can read it in five minutes.
CLIENT CRM · TBD Pipeline, contact history and follow-up cadence on one screen. Made for someone running a one-person practice with twenty to a hundred active relationships.
TIME TRACKER · TBD Plan a week before it starts. See where the hours actually went after it ends. Includes a simple utilisation read that tells you when you're over-committed before the client does.
INCOME FORECAST · TBD Twelve months of income laid out by project, with confidence-weighted totals. Built to answer "can I afford to say no to this one" without guesswork.
PROJECT P&L · TBD A one-sheet post-mortem template. Quoted price, hours actually spent, true hourly rate. Use it after the next three projects and your pricing conversation changes.
All-in-one client management software - CRM, proposals, contracts, invoicing and time tracking in one subscription. The step up from a spreadsheet, for whoever's ready to make the jump.
Every item in this hub is something we use to run our own studio. What we built opens in software you already pay for, works the day after purchase, and the price is the price. What we curate is held to the same bar from a different angle: no lock-in contract, cancel anytime, and we'd recommend it without the commission. If a tool stopped meeting the Standard, it would come down.
A note on commerce. Proprietary items in this hub are made and sold by Vantage Foundry. Some items are curated software from other makers - those links are affiliate links and we may earn a commission. It never changes which items make it in. Read the full disclosure ↗