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Freelancer Starter Kit Google Sheets | CRM + Invoice + Budget Tracker + Task Priority | 4 Spreadsheets Bundle | Instant Download

NowPrice:$9.73

Original Price: $13.91

30% off

•

Sale ends on December 2

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by DeskLark
  • Digital download
  • Digital file type(s): 1 ZIP

✨ WHAT'S INCLUDED

✅ Client CRM Tracker — 6-stage pipeline, 40 client rows, automatic overdue follow-up flags, win rate + pipeline value Dashboard ($3.99 value)
✅ Invoice Template — clean printable invoice with auto-calculated totals, 40-row invoice log, payment Dashboard with Total Invoiced/Paid/Outstanding/Overdue ($3.99 value)
✅ Project Budget Tracker — 8 editable budget categories, 40-row expense log, auto over-budget warnings, full Dashboard with charts ($3.99 value)
✅ Task Priority Tracker — Eisenhower Matrix, 30 task rows, automatic Do Now/Schedule/Delegate/Delete sorting, progress Dashboard ($2.99 value)

Total separate value: $14.96 — this bundle: $11.99 (you save ~20%)

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📦 FILES INCLUDED

• ClientCRMTracker_GoogleSheets.xlsx
• InvoiceTemplate_GoogleSheets.xlsx
• ProjectBudgetTracker_GoogleSheets.xlsx
• TaskPriorityTracker_GoogleSheets.xlsx
• Instructions.html (combined guide covering all 4 tools)

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🚀 HOW IT WORKS

1. Download the zip file and unzip it
2. Upload each .xlsx file to Google Sheets (File → Import → Upload) or open them directly in Excel
3. Every file comes with demo data pre-loaded so you see it working immediately
4. Delete the demo rows and start entering your own clients, invoices, budgets, and tasks
5. All 4 spreadsheets use the same color-coded, protected-cell system, so once you've used one, you already know how to use all four

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📊 KEY FEATURES ACROSS THE BUNDLE

• Every formula works identically in Google Sheets AND Excel — no special functions, no compatibility gaps
• Color-coded, protected cells — formulas can't be accidentally overwritten
• Each tool has its own live Dashboard with charts and KPIs
• Automatic red flags wherever something needs attention — overdue follow-ups, overdue invoices, over-budget categories
• Same visual identity across all 4, so the whole bundle feels like one connected system

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🔒 100% PRIVATE & OFFLINE-CAPABLE

Your data lives in your own Google Sheets copies or local Excel files — nothing is sent anywhere.

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❓ FAQ

Q: Do I need a Google account?
A: To use Google Sheets, yes (it's free). Every file also works fully in Microsoft Excel.

Q: Can I buy these separately instead?
A: Yes, each tool is also listed individually in the DeskLark shop — but this bundle is the better deal if you want all 4.

Q: Are the 4 spreadsheets connected to each other?
A: No — each is a standalone file, so you can share just the Invoice with a client without sharing your CRM or budgets. They share the same look and formula style, not live data.

Q: Is this only for freelancers?
A: No — it's generic by design. Consultants, agencies, coaches, and small service businesses all use the same tools.

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⭐ PLEASE LEAVE A REVIEW
Your review helps other freelancers run their business with less chaos. Thank you! 🙏

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*Instant digital download — no physical product shipped.*

Instant Download

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

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Listed on Oct 29, 2026
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