Freelance Client Tracker Kanban Template
Follow each client from first conversation to final payment. The Invoiced column is the useful one: it makes unpaid work impossible to overlook.
Use this template
Opens as a new board, free with no signup. Your existing boards aren't changed.
What's on the board
Leads
Possible clients
- Website refresh enquiry
Proposal Sent
Waiting for a decision
- Brand guidelines proposal
In Progress
Active work
- Landing page design
Invoiced
Sent, but not yet paid
- Logo project invoice
Paid
Finished and paid
- Blog templates
How to get the most from it
- Set the due date on invoiced cards to the payment date so late payments stand out.
- Keep scope and agreed price in the card description.
- Client details stay in your browser, so avoid this board as your only record of anything financial.