Freelancer Tools


Annual Planning Spreadsheet

Use this spreadsheet to plan out future income streams for the upcoming calendar or fiscal year. I like to use it in late December.


Freelance Hour Tracking Sheet

This is arguably the most important spreadsheet I’ve developed. Track daily and weekly billing progress versus your goals.

Freelancer Prospecting

Prospecting Spreadsheet

Use this spreadsheet to measure how efficient you are at winning new work from home business.

Cash Flow Spreadsheet

Cash Flow Spreadsheet

At the end of the day, it all comes down to cash flow. Use this spreadsheet to make sure what you’re earning is meeting your needs.

Work from Home Book

Chapter 1 of My Book

My Amazon #1 best selling book will tell you everything you need to know to be successful on Upwork as a freelance professional.

Hiring & Outsourcing Tools

Outsourcing Checklist

Checklist: Intro to Outsourcing

Use this checklist to determine what aspects of your business are conducive for outsourcing.

Content Outsourcing Plan

Content Outsourcing Plan

Use this spreadsheet to plan your outsourced content team. This spreadsheet was featured by the Content Marketing Institute.

Freelancer Interview Invite

Template: Freelancer Interview

Learn what you should say when inviting a freelancer to interview. Increase the probability of attracting good workers.

Free (or Almost Free) Software


Upwork is the leading global marketplace where freelance professionals and customers connect.
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Google Docs

Create, share, and manage all of your information in the cloud using Google Docs. Get Resource

Google Voice

A neat tool that allows you to setup call forwarding, voicemail transcription, and more. Get Resource

Google Apps

Set up professional email hosting and more with Google Apps. Get Resource


Participate in face-to-face video conferences with your clients and team members via Skype. Get Resource


Publish your availability into a client-facing calendar.
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Email marketing made simple. Great templates and free to use. Get Resource


Easy-to-use form builder, great for websites.
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Create clean screenshots and demo videos using Jing.
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Use Screencast to store, organize, and manage your Jing videos. Store up to 2GB for free. Get Resource


Need to send huge files for free? Check out this tool – no account needed. Get Resource

Insightly CRM

Free, cloud-based sales management system.
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Need to host a web conference or webinar? Check out MeetingBurner. Get Resource


The most powerful project management system for virtual workers. Get Resource


People still send faxes? Guess so. Here’s how to send a fax (sans machine). Get Resource


Build beautiful, engaging graphics for social media.
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Trademark Disclosures

Note: This webpage mentions several trademarked services, which are the property of their respective owners. By mentioning these tools, we are not necessarily implying endorsement by or affiliation with the trademark owners. The tools are mentioned for informational purposes only. If you would like to include your tool on this page, please contact us.

Upwork® is a registered trademark of Upwork Global, Inc (“Upwork”) 
Google Docs™Google Voice™, and Google Apps™ are a trademark of Google, Inc.
Skype™ is a trademark of Skype and Executive in Sweatpants is not affiliated, sponsored, authorized or otherwise associated by/ with the Skype group of companies.
YouCanBoook.Me, the YouCanBook.Me logo, and product images are trademarks of YouCanBookMe Limited.
MailChimp® is a registered trademark of The Rocket Science Group.
Jotform, the Jotform logo, and product images are trademarks of Jotform Inc.
Jing® and® are registered trademarks of TechSmith Incorporated in the United States and/or other countries.
WeTransfer® is a registered trademark of Werock B.V.
Insightly is a trademark of Insightly, Inc.
Asana® is a registered trademark of Asana, Inc.
MeetingBurner® is a registered trademark of Networx Online, Inc.
FaxZero® is a registered trademark of Savetz Publishing, Inc.
Canva is a trademark of Canva, Pty Ltd.