Watermarked previews of real pages, shown in your chosen colour. Full-quality US Letter + A4 PDFs are delivered after purchase.
Printable Hut · Business Templates
Client & Project Planner
$6.99USD · one-time payment · instant download
Client intake forms, project timelines, task lists and a payment tracker for freelancers and service businesses.
Files on screen and by email Print at home or a print shop Secure checkout by Payhip
- Pages
- 6
- Colours
- 6 to choose from
- Format
- PDF (print-ready)
- Sizes
- US Letter + A4
- License
- Use in your own business
What's included
- Client intake form
- Client directory
- Project overview
- Task & deadline tracker
- Payment tracker
Inside the file
Every page, in sage
These are the actual pages in your download, watermarked for protection.
About this printable
Client work often means keeping track of people, deadlines, and payment details at the same time. This printable client and project planner brings those notes into a six-page paper system. It includes a client intake form, client directory, project overview, task and deadline tracker, and payment tracker for freelancers and service businesses.
Start with the intake form when a new inquiry becomes a project, then map the work on the overview and task pages. The directory keeps contact details together, while the payment tracker provides space to record payment information by hand. Print additional sets for projects within your own business as your workload changes.
How to use it
- 1Print a set for your current client project.
- 2Record intake details and update your client directory.
- 3Outline the project, tasks, and deadlines.
- 4Record payment details as the project progresses.
Printing instructions
Open the PDF and print at 100% (“Actual size”) on plain or card stock. Choose US Letter or A4 to match your paper. This is a digital download — nothing is shipped.
Perfect for
- Freelancers managing client work
- Service business owners
- Independent project-based professionals
- Small business paper planners
Questions
- Can I print a set for each client?
- Yes. The business license allows you to print copies as needed for use within your own business.
- Does this create or send invoices?
- No. This is a print-at-home PDF with a payment tracker. It does not generate invoices, send messages, or process payments.
Keep browsing
You may also like
Small Business Expense Tracker
Track expenses, mileage and income for tax time.
$9.99 · Instant download
Social Media Content Planner
Plan a month of posts in one sitting.
$7.99 · Instant download
Inventory Tracker
Know your stock levels at a glance.
$5.99 · Instant download
Online Shop Sales Tracker
Track orders, fees and profit for your shop.
$6.99 · Instant download