I LOVE using the Freelance Bold project planner! I use it on a weekly basis. I bought it because I wanted better visibility of my income across projects and to track invoices in one place.
I'd recommend any freelancer invest in the project planner, particularly if you find spreadsheets confusing, to get better visibility of your income, invoice statuses and projected income!
Christina Pashialis, B2B content freelancer
I love that I get to juggle a lot of projects and clients as a freelancer, but it makes it tough to see the big picture of what I actually have on my plate at any given time.
Marijana's project planner has been so powerful for giving me that bird's-eye-view of my business and workload—and has helped me avoid the trap of overloading myself!
Kat Boogaard, freelance writer for Trello, Toggl, Atlassian, QuickBooks
As I transitioned from part-time to full-time freelancing, I had trouble managing my finances and keeping track of invoices I needed to issue and who I needed to track down for payment. The planner made it easy to organize my client list, my rates, and how much I was making month to month.
The yearly income overview is my favorite, and it lets me see how I'm doing monthly and whether I'm reaching my financial goals for the month.
Not only am I more organized than ever, but I also have a better idea of which clients are not helping with my financial goals and which to keep. I would 100% recommend the planner to anyone looking to get their freelance business in order!
Jocelyn Solis-Moreira, freelance health and science writer
I and many other freelancers fall into the trap of accepting any work. Not anymore. I see how much I'm earning for the next six months and feel confident saying no to projects that don't align.
The results I've seen is a 200% increase in income and 50% decrease in workload. The income increase is me visually seeing the difference in rates between new and old clients, which drives me to let them go if they don't agree to increase rates—or if the workload is eating up too much of my bandwidth that could go to better-paying clients.
Saphia Lanier, content writer and strategist for B2B SaaS brands