Whatever your business, you need the right tools to track it. Need to know which clients paid and which didn’t? You need to track it. How many hours did you work on that client project? You need to track it. What deductions can you claim? You need to (say it with me) track it. Below are some of my favorite templates and resources for tracking my business.
Client Distribution Worksheet
Based on categories develop by Sarah Grey for Copyediting, this worksheet helps you categorize your clients by value, enabling you to give proper attention to your best clients.
Lead Tracking Template
To grow your business, you need to continually bring in new clients and projects. How well are you doing that? Find out with Right Touch Editing’s lead template for editors.
Time Sheet Template
There are lots of tools out there for tracking the time you spend on your business. Sometimes, though, an Excel spreadsheet does the trick.
Strategies and Resources for Growing Your Editing Business
Created for a two-hour seminar on how to increase your income, this one sheet lists the many options freelance editors have in expanding their businesses to earn more money.
Use this simple template, with prompts for all necessary information, to quickly invoice your clients.
Invoice Tracking Template
Don’t just send invoices. Record when they went out, who paid, and how much you owe the government. Download and stay in the black.
Business Deduction Template
You could wait until April 14 to track down all your deductions. Or you could track them regularly using this template.
Business Task Lists
There are so many little details to running a business. What should you do today? Download the list to find out!
Mastermind Group Basics
Start your own mastermind group! Download this one sheet to learn how.