The Creative Freelancer Kit

The Creative Freelancer Kit (Notion Template & Resources)

Track and manage your freelance business right inside Notion.

This is the resource I wish I had when I begun freelancing. The goal of this kit is to optimize your day to day workflow, get more done in less time, have (almost) everything in one place so you spend less time jumping between different tools.

This is not just a Notion template. It's a system.

I’ve included a recommended workflow guide on how to make the most out of this kit. The Resources tab has documents and templates you’ll need as a creative freelancer, saving you hundreds of hours.

I’m confident that this kit will be a positive return of investment for you as you streamline your freelancing workflow and become a successful (and happy) freelancer. Enjoy!

Free updates for life.

This kit will improve and evolve over time. You buy once and get updates to this kit forever. In other words, you don’t need to purchase another Creative Freelancer Kit ‘2.0’ when I release new updates.

What's inside:

• Instructions and guides on how to use this kit
• Notion template that includes dashboards and systems ready to use:
  • Project Management Dashboard - Track your tasks, projects
  • Finance Dashboard - Track progress towards your income goals. Multiple bank accounts supported.
  • Invoices Database - Track unpaid or overdue invoices
  • Client Portals Database - Collaborate with clients, track payments/contracts/invoices, track client requests by status/priority
  • Clients Database - Record client details, track last contacted date
  • Projects Database - Track project statuses, timeline, and total project value
  • Companies Database
  • Client Testimonials Database
  • Services Database
  • Tasks Database
  • Bank Accounts Database
  • Income Database
  • Expenses Database
  • Freelancer Profile Database - Store profiles of freelancers to delegate workload when you grow your freelance business (not actual freelancer data)
• Resources including:
  • Client Onboarding Checklist
  • Client Feedback & Testimonial Form Template
  • Discovery Questionnaire Template
  • Email Boilerplates
  • Client NDA Template
  • Subcontractor NDA Template
  • Project Proposal Template
  • Recommended Tools
  • Pricing Strategy Guide - A video guide and resources on how to price your service
  • [NEW] 8 Invoice Templates on Figma (fully editable)
• Lifetime updates - You will be notified of all future updates via Gumroad email (Not newsletters or spam); You can also access the latest template link in your Gumroad Library.

… and more!

Frequently Asked Questions

• Can I use this with the free Notion account?
  Yes, you can use the free Notion personal account. You can sign up to Notion here.
• Is this just a Notion template?
  No. Inside the template, I've included a Resources page where it contains useful resources like email boilerplates, client feedback form and testimonial templates, checklists, recommended tools. More will be added in future.
• Can I customize the font, styling and icons in this template?
  Yes! Notion is the best tool for your use case because it is incredibly flexible.
• Is this light/dark mode supported?
  Yes! You can switch between light/dark mode without affecting your Notion workspace. Official guide by Notion here.
• How do I receive lifetime future updates?
  As I receive more feedback, there may be improvements and new contents added to this kit. You will be notified of all future updates via Gumroad emails; You can also access the latest template link in your Gumroad Library.
• How do I contact you?
  If you encounter any issues, email me at rachel@rachelhow.com.
• Is this refundable?
  Due to the nature of digital items, refunds are not accepted.

Disclaimer

I’m not a lawyer or certified financial advisor. The contents in this kit are for informational purposes only and does not constitute financial, accounting, or legal advice. This kit does not guide you on how to get clients or grow your freelance income.

For personal use only

You may use this for personal use only. You may modify the templates according to your requirements. This product may not be used in any way whatsoever in which you charge money, collect fees, or receive any form of remuneration. You cannot resell, relicense, or sub-license this product.

Thank you! :)

Designed by Rachel How. You may also follow me on YouTube, Twitter, Instagram or check out more resources on my website. 👋 If you read newsletters, you can check mine out here.