S SoloOps Kits
Google Sheets · Instant download · $37

Run clients, projects, and cash from one Sheet — no heavy CRM.

Stop chasing clients in email, projects in Notion, and invoices in a random sheet. Duplicate this kit to Drive and run CRM, pipeline, payments, expenses, and weekly capacity from one place — about 20 minutes a week.

Made by SoloOps / David Lafortune for freelancers running ~$2k–$15k/mo without a full-time ops person.

$37 one-time
Get the kit — $37 → See what's inside
Client CRM Project pipeline Invoice & payment log Expense tracker Weekly capacity Start Here guide Excel .xlsx included

Instant download after Stripe · personal-use license · no subscription · Reply to your Stripe purchase receipt for support

Freelance Client Ops Kit hero showing CRM, pipeline, and invoice chips in Google Sheets
Duplicate to Google Drive · live in minutes · no Notion sprawl

Built for freelancers who juggle clients — not another app.

Designers, marketers, consultants, and coaches roughly $2k–$15k/mo who want one lightweight system.

1

Tired of scattered notes

Clients in email, projects in Notion, invoices in a random sheet. This kit collapses that into one place.

2

Hate heavy CRMs

No seats, no onboarding theater. Open Sheets, edit green cells, leave grey formulas alone.

3

Need capacity clarity

See available vs sold hours before you say yes. Protect billable time on purpose.

What's included

Six tabs. One weekly ritual (~20 min). Formulas already wired.

Client CRM

Names, status, next action, retainer, rate, notes — so follow-ups don't live in your head.

Project pipeline

Lead → active → done with fees, hours, and due-date alerts.

Invoice & payment log

Sent, paid, overdue. Outstanding $ and Paid MTD update automatically.

Expense tracker

Tools, ads, contractors — billable vs non-billable in one list.

Weekly capacity planner

12 weeks of available / sold / admin hours with buffer warnings.

Start Here + quick-start

Tab map, color legend, and a 10-minute setup path.

Client CRM tab sample in SoloOps Freelance Client Ops Kit
Client CRM
Project pipeline stages sample spreadsheet
Pipeline
Invoice and payment log with totals
Invoices
Weekly capacity planner with billable hours
Capacity
What's included six-tile grid for Freelance Client Ops Kit
Kit overview
SoloOps kit hero mockup
Ready to duplicate

How it works

Buy → instant download
Stripe checkout. Confirmation page + receipt include the ZIP download link.
Open Start Here / quick-start
Color legend + tab map so you don't break formulas.
Duplicate to your Google Drive
Upload .xlsx → Open with Google Sheets → Make a copy.
Add clients + this week's capacity
Overwrite SAMPLE rows. Log invoices as you work.

You need

A free Google account and Google Sheets in any browser. Excel / LibreOffice also open the .xlsx.

License: For your own freelance business only. Do not resell or share the template files.

This is an organizational template — not tax, legal, or accounting advice.

FAQ

Is it an instant download?

Yes. After Stripe checkout you get the download link on the confirmation page and in your receipt email. ZIP includes the Google Sheets–ready .xlsx plus Start Here / quick-start.

Can I customize it?

Yes. It's your Drive (or Excel) copy. Edit green cells freely; leave grey formula cells alone.

Refunds?

Digital downloads are final once delivered. If a file is defective, reply to your Stripe purchase receipt and we'll replace it.

Who makes this?

SoloOps Kits — built by David Lafortune. Simple Google Sheets systems for freelance solopreneurs. I built this after ditching Notion + three sheets for client work. Support: reply to your Stripe purchase receipt.

Get the Freelance Client Ops Kit

$37 · one-time · instant ZIP after checkout · defective file? reply to your Stripe purchase receipt and we replace it

Buy with Stripe — $37