Templates, calculators, and workflow tools

Practical tools for freelancers, consultants, and small agencies

Simple products to help you onboard clients, estimate projects, manage delivery, and reduce back-and-forth without buying another bloated software tool.

Built for real workflows
Made from practical PM, delivery, and solutions work.
Google Sheets + Excel
Easy to use, edit, and adapt to your process.
Growing product library
More tools for onboarding, estimation, and delivery coming soon.

Available products

Download practical templates and tools for client delivery, onboarding, scoping, and workflow management.

Live now

Client Onboarding Tracker

Manage multiple client onboardings in one place with a dashboard, task tracker, risks and blockers log, handoff tracker, email templates, and instructions.

  • Google Sheets + Excel included
  • Built for freelancers, consultants, and agencies
  • Instant digital download
$1.50
Coming soon

Software Project Estimate Calculator

Estimate hours, timeline, pricing, and delivery effort faster for software and client projects.

Coming soon

Weekly Client Status Pack

A cleaner way to track updates, blockers, next steps, and send client-ready weekly reports.

Coming soon

I’m building a growing library of templates, calculators, and workflow tools for freelancers, consultants, startup founders, and small agencies.

Planned products

  • Software Project Estimate Calculator
  • Weekly Client Status Pack
  • Discovery to Proposal Kit
  • Scope Creep Prevention Toolkit
  • Client Handoff Kit
  • Founder Operations Dashboard

Want one of these sooner?

If one of these products would help your business, send me a note. Buyer interest helps me prioritize what to build next.

Custom templates and modifications

Need a tailored tracker, calculator, dashboard, or workflow template? I also take requests for modifications to existing products and new template ideas.

Good fit for custom requests

  • Client onboarding trackers
  • Project or delivery dashboards
  • Estimate and pricing calculators
  • PM templates and reporting sheets
  • Google Sheets or Excel workflow systems
  • Lightweight operations templates

How to request something

Tell me what you need, who it is for, what tool you use, and whether you want a brand new template or a modification of an existing one.

About

I build practical templates and tools based on real project, product, delivery, and solutions work. The goal is simple: help freelancers, consultants, startup founders, and small agencies work faster, stay organized, and reduce unnecessary chaos.

Contact

Looking for a custom template, a product modification, or a workflow tool for your business? Send a message below.

Have a custom template request or want a modification? Fill out the short request form.