Business
A simple system for freelance client tracking
Keep a short list of stages
Use stages you can apply consistently, such as inquiry, proposal sent, and booked. Update the stage when something actually changes.
Give each opportunity a next action
Add a follow-up date and a short note about what you promised. Review due follow-ups on a set day each week.
Track estimates and received payments
Keep potential revenue visible for planning. Record payments once they arrive so you can see what has actually been earned.