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.
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.
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.
Prospecting Spreadsheet
Use this spreadsheet to measure how efficient you are at winning new work from home business.
Hiring & Outsourcing Tools
Checklist: Intro to Outsourcing
Use this checklist to determine what aspects of your business are conducive for outsourcing.
Content Outsourcing Plan
Use this spreadsheet to plan your outsourced content team. This spreadsheet was featured by the Content Marketing Institute.
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
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. Please read our intellectual property statement.