Freelance Job Kanban for Beginners: Move Jobs from Inquiry to Payment, Stop Missed Invoices

Business & Strategy

Freelance Job Kanban for Beginners: Move Jobs from Inquiry to Payment, Stop Missed Invoices

Solo designers, writers, and developers use this freelance job tracking kanban for beginners to cap the month's workload and avoid missed invoices. Four whiteboard pages: page 1 sets your monthly hour cap, revenue target, client and job list, and no-go rules; page 2 turns each job into a sticky note that moves across four columns, with a quote breakdown and follow-ups for stalled jobs; page 3 sorts open inquiries by rate and effort, weighs pros and cons, and caps parallel jobs; page 4 puts due dates, invoice dates, and expected payment dates in a table and sets four month-end invoicing steps. The task board uses the same four columns, with 4 parent tasks for the four pages and 3 subtasks each. It works even if you have never planned how to take on jobs or when to invoice. Tax and invoice rules differ by country and region, so check official guidance from a tax professional or public agency. Members of a limited-visibility team can write on the same board.

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freelance job tracking kanban quotes invoicing
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① This Month's Workload (start here) ② Clients and Jobs ③ Rules for Work You Turn Down ④ Inquiry / Quote (one note per job f... ⑤ In Production ⑥ Delivered / Awaiting OK ⑦ Invoiced / Paid ⑧ Quote Breakdown (pick one job from ④) ⑨ Following Up on Stalled Jobs (jobs ... ⑩ Sort the Open Inquiries in ④ (rate ... High rate, low effort High rate, high effort Low rate, low effort Low rate, high effort ⑫ Cap on Parallel Jobs, and Jobs You ... ⑬ Deadlines, Invoice Dates, and Payme... ⑭ Month-End Invoicing Steps Freelance Job Kanban How to use (4 pag... Paid / done Rules / limits Stalled / trouble Insights / compar... 1/4 Set this month's ... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Move jobs across ... ↙ 3/4 Monthly cap on working hourse.g. 6 hours a day, 4 days a week, up to 96 hours a month Revenue target for the monthe.g. $2,600 (96 hours × about $27 an hour) Day to review this boarde.g. Monday mornings for 30 minutes, and 3 days before month end Job Deadline Quote Estimated effort Status Client A e.g. 3 banners for a product page e.g. Oct 15 e.g. $400 e.g. 12 hours e.g. In production Client B e.g. 4 blog posts e.g. Oct 25 e.g. $540 e.g. 20 hours e.g. Inquiry / quote Client C e.g. Company site fixes e.g. Oct 5 (delivered) e.g. $335 e.g. 10 hours e.g. Delivered / awaiting OK New inquiry e.g. Logo design e.g. TBD e.g. Not quoted yet e.g. About 30 hours e.g. Inquiry / quote Work you turn downe.g. Rush jobs with under 3 days to deadline, and jobs paying under $20 an hour Reply deadline for inquiriese.g. Within 2 days of an inquiry, reply to accept, send a quote, or decline Put in writing before startinge.g. Email the quote, delivery date, and number of revisions, and start work after they reply e.g. Client B, 4 blog posts, $540 e.g. New inquiry, logo design, not quoted yet e.g. Client A, next banner, next month Write client, job, and amount on each note e.g. Client A, 3 banners, due Oct 15 e.g. Client D, article edits, due Oct 10 e.g. Client E, image cutouts, due Oct 20 Move a note here when you start work e.g. Client C, site fixes, delivered Oct 5 e.g. Client D, post 1, no reply on approval e.g. Client A, banner 1, first revision Add the delivery date to the note e.g. Client F, September work, paid e.g. Client C, site fixes, invoice sent e.g. Client G, photo retouching, paid Write 'Paid' once you confirm payment Estimated hours Rate per hour Amount What to tell them Meeting e.g. 2 hours e.g. $27 e.g. $54 e.g. One online call Production e.g. 15 hours e.g. $27 e.g. $405 e.g. 4 posts, 3,000 characters each Revisions e.g. 3 hours e.g. $27 e.g. $81 e.g. Up to 2 revisions Total e.g. 20 hours e.g. $540 e.g. Send the quote at this amount Stalled jobe.g. Client D, post 1. Delivered Oct 1, no reply since Follow-up messagee.g. "Could you let me know if the article I sent needs any changes?" Day to follow upe.g. The morning of Oct 8, and again 3 days later if no reply 3/4 Choose which jobs... → 4/4 4/4 Plan up to invoic... 縦軸: Rate (top = h... e.g. Client A, next banner. Take it right away if your hour cap has room. e.g. Client B, 4 blog posts, and the new logo inquiry. Check they fit your hour cap, and compare in ⑪ if unsure. e.g. A new inquiry for image cutouts. Take it in spare time, or quote a higher rate. e.g. A new inquiry for 10 posts at $7 each. Decline under the rules in ③, or quote again. ⑪ Compare a Job Y... Pros (benefits) e.g. The logo work can go in your portfolio e.g. An $800 quote would be about 30% of your revenue target in one job Cons (drawbacks) e.g. 30 hours, likely over this month's cap e.g. No deadline set Cap on parallel jobse.g. Up to 3 jobs in ⑤ In Production. Start a 4th after delivering one Jobs you accepte.g. Client A, next banner, and Client B, 4 blog posts Jobs to decline or postpone, and your replye.g. Ask to restart the logo job next month, and reply by email by Oct 9 Deadline Invoice date Expected payment ... Work days Client A e.g. Oct 15 e.g. Oct 31 e.g. Nov 30 e.g. Mon & Tue mornings Client B e.g. Oct 25 e.g. Oct 31 e.g. Nov 30 e.g. Wed & Thu Client C e.g. Oct 5 (delivered) e.g. Oct 10 e.g. Oct 31 e.g. None Client D e.g. Oct 10 e.g. Oct 31 e.g. Nov 15 e.g. Fri afternoons Client ____ ____ ____ ____ ____ Create the invoicese.g. 3 days before month end, list every job whose invoice date in ⑬ falls this month and create the invoices. Check tax handling in official guidance from a tax professional or public agency Send the invoicese.g. Email them by the last day of the month, write 'Invoice sent' on the note, and move it to ⑦ Confirm paymentse.g. On the expected payment date in ⑬, check your account and write 'Paid' on the note for each job that came in Send reminderse.g. If 3 days past the expected date, send a polite email. If no reply, call a week later → 2/4 Move jobs across ... ↙ 3/4 Choose which jobs... → 4/4 Plan up to invoic...
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Task board contents

Inquiry / Quote 16 items

Size up your month
Move jobs along
Choose your jobs
Plan to invoice day
Set cap and target
List clients, jobs
Write no-go rules
Card each job
Break down quote
Nudge stalled jobs
Sort by rate/effort
Compare the maybes
Cap parallel jobs
Tabulate due dates
Set billing steps
Confirm payments

In Production 0 items

Delivered / Awaiting OK 0 items

Invoiced / Paid 0 items

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