A lightweight CRM for enquiries, follow-ups and active clients.
$10
One-time purchase. Any applicable tax shown at checkout.
5 files, including setup guide and license
No subscription or paid template app required
Use in your own work and finished client deliverables
Built for real use
A clearer starting point.
A lightweight CRM for enquiries, follow-ups and active clients. Built around a practical sequence, with worked examples and reusable tools you can adapt to your own work.
Who it’s for
Independent service providers.
Put it to work
Track an enquiry pipeline
Schedule a follow-up
Keep context between conversations
Preview the content
A short excerpt from the actual files. Worked examples are illustrative.Read the preview as text
Track the next action, not every conversation. Keep personal information limited to what the engagement needs.
New enquiry → Qualified → Discovery booked → Proposal sent → Won / Lost / On hold.
Qualified means the need fits your service, timing is plausible and an authorized contact can discuss scope. Won means the agreement and starting conditions are complete, not just verbal enthusiasm.
Filter for next-action dates in the past. Close enquiries with no further action and record a neutral reason. Move active engagements to your project tracker while keeping the relationship record here.
“Hi [Name], checking whether you have enough informatio
This belongs to a bigger workflow
Freelancer Starter Bundle
6 complete products for $39. Save $29 against the standalone total.
Markdown files work in any text editor and can be copied into your preferred document app. CSV files import into Excel or Google Sheets. No paid template app is required.
Can I use these for client work?
Yes. Edit them for your own work, business, team or finished client deliverables. You may not resell or redistribute the source templates as a template product. Read the license.
What is inside a bundle?
The complete files from each listed product, plus a setup roadmap. The product page shows every included file and the standalone total.
How are files delivered?
Each product is packaged as a ZIP. Free files download immediately. Paid files become available on the delivery page after a confirmed payment. Delivery details.
Is this a Notion template?
These are portable Markdown and CSV files. You can copy text or import tables into compatible apps; no native Notion workspace is included.
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