• May include: A digital client capacity tracker displayed on a laptop screen, featuring a spreadsheet with columns for hours and notes. Beside the laptop sits a notepad with a checklist and a mug with the text PLAN TRACK PROTECT GROW.
  • May include: A laptop screen displays a Sage Ops business decision dashboard with financial data, including total revenue, costs, and profit. Text above reads: SEE THE REAL THING IN ACTION. Watch the actual spreadsheet work before you buy.
  • May include: A digital client capacity tracker template by Sage Ops featuring four sections: Clients, Capacity Check, Reply drafts, and Start Here. The layout includes tables for tracking hours, status, and automated reply drafts for business inquiries.
  • May include: A dark green informational graphic titled Sage Ops with the text Perfect for, Know when to say yes. Know when to say no. It lists six categories with gold checkmarks: Freelancers, Virtual assistants, Designers, Consultants, Burnout, and Studios.
  • May include: A dark green informational graphic titled Sage Ops How it works. It lists four steps with gold numbered circles: 1 Set your week, 2 List your clients, 3 Check an inquiry, and 4 Send the reply, with instructional text below each.
  • May include: A digital Client Capacity Tracker spreadsheet template on a dark green background. The interface displays fields for new client inquiries, weekly hours, and a capacity verdict, with text reading Sage Ops and Google Sheets.
  • May include: A digital client capacity tracker displayed on a laptop screen, featuring a spreadsheet with columns for hours and notes. Beside the laptop sits a notepad with a checklist and a mug with the text PLAN TRACK PROTECT GROW.
  • Product video
  • May include: A laptop screen displays a Sage Ops business decision dashboard with financial data, including total revenue, costs, and profit. Text above reads: SEE THE REAL THING IN ACTION. Watch the actual spreadsheet work before you buy.
  • May include: A digital client capacity tracker template by Sage Ops featuring four sections: Clients, Capacity Check, Reply drafts, and Start Here. The layout includes tables for tracking hours, status, and automated reply drafts for business inquiries.
  • May include: A dark green informational graphic titled Sage Ops with the text Perfect for, Know when to say yes. Know when to say no. It lists six categories with gold checkmarks: Freelancers, Virtual assistants, Designers, Consultants, Burnout, and Studios.
  • May include: A dark green informational graphic titled Sage Ops How it works. It lists four steps with gold numbered circles: 1 Set your week, 2 List your clients, 3 Check an inquiry, and 4 Send the reply, with instructional text below each.
  • May include: A digital Client Capacity Tracker spreadsheet template on a dark green background. The interface displays fields for new client inquiries, weekly hours, and a capacity verdict, with text reading Sage Ops and Google Sheets.
Report this item to Etsy

Workload Tracker Google Sheets, Client Capacity Planner for Freelancers and Virtual Assistants, Client Hours Tracker Spreadsheet

Item highlights

  • Digital download
  • Digital file type(s): 2 PDF
View more
Etsy's Purchase Protection

If something goes wrong with an order, we've got your back for all eligible purchases. View programme terms

Low in stock, only 1 left

NowPrice:AU$18.55

Original Price: AU$24.73

25% off

•

Sale ends on 03 November

GST Included

You can only make an offer when buying a single item.

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital client capacity tracker displayed on a laptop screen, featuring a spreadsheet with columns for hours and notes. Beside the laptop sits a notepad with a checklist and a mug with the text PLAN TRACK PROTECT GROW.

Regular $29 | Sale $15

Know when to say yes. Know when to say no. See your real free hours before you take on a new client.

WHAT IT DOES

List each client with the hours a week you booked and the hours you agreed. The sheet shows hours left per client and a status (Room, Tight, Over by X hrs, Paused). Capacity Check takes your weekly hours, keeps a buffer free, and tells you if a new inquiry fits: YES, YES WITH LIMITS or NOT NOW - with a ready reply draft for each answer. Empty rows stay blank.

WHAT'S INSIDE
- Start Here - settings (your name, business, hours you can work per week, buffer, Tight level, next opening date), how to use, disclaimer, Required vs Optional checklist.
- Clients - 50 rows: client, type, status, hours booked and agreed per week, end date, notes. Hours left and Capacity status fill in for you, with totals at the bottom.
- Capacity Check - type the new inquiry and hours a week it needs. See your week, the verdict and three reply drafts (yes, yes with limits, not now).

WHO IT IS FOR

Freelancers, virtual assistants, designers, developers, writers, consultants on retainers and small studios who need to know if they really have room for one more client.

HOW YOU GET IT

Instant digital download: a DELIVER PDF with your Make a copy link and a READ FIRST buyer guide with a tab-by-tab tour, tips and FAQ. Free Google account required. Works in Google Sheets (not Excel).

GOOD TO KNOW

Light-green cells = enter your info here. Paused clients do not count toward your load and empty rows stay blank. Reply drafts are a starting point - nothing is sent for you. Sample data is for demo only.

PLEASE NOTE

Planning tool only. Hours are your own estimates - the sheet does the math, you make the call. Digital item - no physical product ships.

YOU MIGHT ALSO LIKE
- Freelancer Proposal and Follow-Up Tracker
- Late Payment Nudge Pack
- Rate and Capacity Planner
- VA Retainer Ops (Virtual Assistant)

Sage Ops - Calm tools. Clear numbers.- Sage Ops. Not tax, legal, or accounting advice. Planning tools only - replace demo numbers with your own.**Creation Process:** This digital tool was developed with AI assistance and seller-directed design, customization, and review.

  • Designed by
    SageOps
  • Item type
    Digital download
  • Digital file type(s)
    2 PDF
Shop with confidence
Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View programme terms

Meet your seller

SageOps
Sage Ops
SageOps ·

Ohio, United States

No reviews yet
·
0 sales
·
New on Etsy

You may also like

Shoppers with similar taste loved these

Show more
Show more
Listed on 14 Oct, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Bookkeeping Templates