Digital Product

The Freelancer Client Kit

One folder. Every client. From first enquiry to final invoice.

£24£19intro price

The problem

You've got client details in a notes app, quotes in a Word doc, invoices in another Word doc, and a vague memory of who you need to chase this week.

Your "system" is a mix of browser tabs, scattered files, and that sinking feeling when someone asks for an invoice you sent three months ago.

You know you should be more organised. But every tool you look at is either too expensive, too complicated, or designed for teams of fifty — not a freelancer working from a kitchen table.

You don't need software. You need one folder that actually works.

What's inside

  • •
    Client Hub (Google Sheet) — The brain of the whole system. Six tabs: your business setup, client directory, quotes, invoices, follow-up tracker, and a pipeline dashboard.
  • •
    Quote Template (Google Doc) — A clean, professional quote document. Add your logo, tweak the layout — the system fills in the details automatically.
  • •
    Invoice Template (Google Doc) — Matching invoice template with your bank details, payment terms, and line items pulled straight from the sheet.
  • •
    Project Brief Template (Google Doc) — A structured brief to kick off new projects. Keeps you and your client on the same page from day one.
  • •
    Email Templates (Google Doc) — Eight ready-to-use emails: enquiry responses, quote follow-ups, project kickoff, invoice reminders (friendly through to final notice).
  • •
    README Setup Guide (Google Doc) — Step-by-step instructions to get everything running. Plus a Loom video walkthrough so you can watch over my shoulder.

How it works

1

Set up once (10 minutes)

Fill in your business details in one tab — name, email, bank details, payment terms. Everything else in the kit pulls from this, so you only type it once.

2

Add clients and create quotes

Log new clients in the directory, then create quotes with line items. Hit "Generate Quote" and the system builds a formatted document from your template, ready to send.

3

Convert to invoices and track payments

When a quote is accepted, convert it to an invoice with one click. Due dates, amounts, and client details carry over automatically. Mark invoices as paid when the money lands.

4

Follow up and see the big picture

The follow-up tracker flags overdue invoices and suggests which email template to use. The pipeline dashboard shows your conversion rate, outstanding payments, and revenue at a glance.

Make it yours

This isn't a locked-down app — it's your Google Drive folder. You own every file and can change anything.

  • •Template documents — change fonts, colours, layout, add your logo. As long as the {{placeholders}} stay, the automation works.
  • •Email wording — rewrite any template to match your tone. Add new ones by adding a heading in the Email Templates doc.
  • •File naming — control how generated quotes and invoices are named using any combination of placeholders.
  • •Follow-up timing — set your own thresholds for friendly, firm, and final payment reminders.
  • •Dropdown options — add new client sources, statuses, or invoice states. The lists auto-expand.

Common questions

Do I need to pay for anything else?

No. The kit runs entirely on Google Sheets, Docs, and Drive — all free with any Google account. There are no subscriptions or add-ons.

Can I change the templates?

Completely. Every document is a regular Google Doc you can edit however you like. Change the fonts, add your logo, rearrange sections. The automation only needs the {{placeholder}} tags to stay in place.

What if I already use an invoicing tool?

If you’re happy with your invoicing but want better follow-up tracking, have a look at the Invoice Chaser Dashboard instead — it’s a lighter tool focused purely on chasing payments.

Is there a learning curve?

The initial setup takes about 10 minutes. There’s a written guide and a Loom walkthrough video included. If you can use a spreadsheet, you can use this.

What about support?

If you get stuck, email hello@madebyfederica.co.uk. I’ll help you sort it out.

Get the Freelancer Client Kit

Includes lifetime access and free updates.

Buy now — £19