FREE TEMPLATES
Templates for Running Client Work
Spreadsheets for tracking the things client work turns into: cost, margin, what clients owe, what the team is owed, and what arrived after the scope was agreed. Free, no sign-up, useful whatever software you use.
Cost and margin
Free template
Project Cost Tracker Template
Track what client work is costing while it is still running, with pending, approved and paid cost kept apart.
Free template
Agency Profitability Tracker Template
One row per engagement, showing both margins and cash position, so you can see which clients are actually worth having.
Free template
Additional Work Tracker Template
Log everything that arrived after the scope was agreed, and see what you absorbed rather than charged for.
Money in and out
Free template
Client Payment Schedule Template
Payment schedules that tell you what is genuinely late, rather than one number labelled owed.
Free template
Staff Payout Tracker Template
Work out what a distributed team is owed, including advances, partial payments and mixed compensation models.
Running the work
Free template
Project Close-Out Checklist
Twenty-two items for winding down a client engagement properly, especially one ending earlier than planned.
No Sign-Up.
Every file downloads directly. There is no form in front of it and no email address to hand over, because a template you have to pay for with your contact details is not free, it is priced differently.
They are plain CSV, which opens in Excel, Numbers, Google Sheets and LibreOffice without conversion, and lets you see exactly what you are getting before you open it.
The Formulas Are Checked.
Every formula in every file has been evaluated against the sample data that ships with it, and each figure verified by hand against what it should be.
A template with a broken formula is worse than no template, because the person using it trusts the number. Each page also lists the arithmetic in plain words, so you can check the working rather than take it on trust.