MY FREELANCE TECH STACK ======================== Fill in this template to document the tools you rely on to run your business. Use it for your own SOPs, team onboarding, or client transparency docs. SoloStack | solostack.madethis.app/resources/freelance-tools No signup required. Use freely. Last updated: ___________________ Freelancer name: ___________________ Business name: ___________________ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 1: PROJECT MANAGEMENT ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Tool I use: ___________________ Plan/tier: ___________________ Monthly cost: $___________________ Why I use it: _______________________________________________ _______________________________________________ How I use it (my setup/workflow): _______________________________________________ _______________________________________________ _______________________________________________ What I'd replace it with if it went away: ___________________ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 2: INVOICING & PAYMENTS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Tool I use: ___________________ Plan/tier: ___________________ Monthly cost: $___________________ Why I use it: _______________________________________________ _______________________________________________ How I invoice clients: _______________________________________________ _______________________________________________ _______________________________________________ Payment terms I use: ___________________ (e.g. Net 7, 50% upfront) Payment methods I accept: ___________________ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 3: CONTRACTS & LEGAL ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Tool I use: ___________________ Plan/tier: ___________________ Monthly cost: $___________________ Why I use it: _______________________________________________ _______________________________________________ My contract process: [ ] I have a standard contract template I customize per client [ ] I use an e-signature tool [ ] I require signed contracts before starting any work [ ] My contracts include: scope, timeline, payment terms, revision policy, IP ownership Contract template location: ___________________ (Free template available at: solostack.madethis.app/resources/free-freelance-contract-templates) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 4: TIME TRACKING ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Tool I use: ___________________ Plan/tier: ___________________ Monthly cost: $___________________ Why I use it: _______________________________________________ _______________________________________________ My time tracking setup: [ ] I track time for all client projects [ ] I use project codes / tags for each client [ ] I review tracked time before invoicing [ ] I track non-billable admin time separately How I use time data: _______________________________________________ _______________________________________________ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 5: CLIENT COMMUNICATION ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Video calls tool: ___________________ Monthly cost: $___________________ Async video tool: ___________________ Monthly cost: $___________________ Messaging tool: ___________________ Monthly cost: $___________________ Scheduling tool: ___________________ Monthly cost: $___________________ My communication policy with clients: Response time SLA: ___________________ (e.g. 24 business hours) Preferred contact method: ___________________ I do NOT use: ___________________ (e.g. WhatsApp, personal cell) Communication boundaries: _______________________________________________ _______________________________________________ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 6: FILE STORAGE & DELIVERABLES ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Tool I use: ___________________ Plan/tier: ___________________ Monthly cost: $___________________ Why I use it: _______________________________________________ _______________________________________________ My folder structure: _______________________________________________ _______________________________________________ How I deliver files to clients: _______________________________________________ _______________________________________________ File naming convention I use: _______________________________________________ (e.g. YYYY-MM-DD_ClientName_ProjectName_v1.0) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 7: SOCIAL MEDIA & MARKETING (optional) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Scheduling tool: ___________________ Monthly cost: $___________________ Design tool: ___________________ Monthly cost: $___________________ Email tool: ___________________ Monthly cost: $___________________ Platforms I post on: ___________________ Posting frequency: ___________________ My content creation workflow: _______________________________________________ _______________________________________________ _______________________________________________ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 8: TEMPLATES & SOPs ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Where I store templates: ___________________ Templates I have ready to go: [ ] Client proposal template [ ] Contract template [ ] Invoice template [ ] Client onboarding welcome email [ ] Project kickoff questionnaire [ ] Scope of work template [ ] Rate card / pricing menu [ ] Client offboarding checklist [ ] Social media content calendar [ ] Other: ___________________ Source for my templates: ___________________ (Done-for-you templates: solostack.madethis.app/products) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SECTION 9: OTHER TOOLS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Tool: ___________________ Purpose: ___________________ Monthly cost: $___________________ Tool: ___________________ Purpose: ___________________ Monthly cost: $___________________ Tool: ___________________ Purpose: ___________________ Monthly cost: $___________________ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ MY TOTAL MONTHLY STACK COST ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Project management: $___________________ Invoicing: $___________________ Contracts: $___________________ Time tracking: $___________________ Communication: $___________________ File storage: $___________________ Social/Marketing: $___________________ Templates/SOPs: $___________________ Other tools: $___________________ ───────────────────── TOTAL PER MONTH: $___________________ TOTAL PER YEAR: $___________________ (x12) As a % of monthly revenue: ___________________% (Healthy range: 3–8% of revenue. If over 10%, audit your stack.) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ NOTES & NEXT AUDIT DATE ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Next audit date: ___________________ (Recommended: every 6 months) Tools to consider adding: _______________________________________________ Tools to consider canceling: _______________________________________________ Notes: _______________________________________________ _______________________________________________ _______________________________________________ --- More freelance resources (free, no signup): solostack.madethis.app/resources