Automated Client Tracker for Google Sheets & N8N | The Ultimate Freelance Business Dashboard
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Automated Client Tracker for Google Sheets & N8N | The Ultimate Freelance Business Dashboard | From Inquiry to Invoice Automation System
What if you could automate your entire freelance workflow—from new inquiry to final invoice—with a single click?
This is more than a spreadsheet; it's a powerful, central operating system designed to handle your entire client workflow, so you can focus on what you do best.
► WHAT YOU'LL GET
- Upon purchase, you will receive a single PDF file containing:
- A direct link to copy the Clientflow Engine Google Sheet to your own Google Drive.
- Links to the Google Docs Proposal & Invoice Templates.
- A link to the Google Form New Inquiry Template.
- A comprehensive, step-by-step Setup & User Guide with clear instructions
- Instructions for setting up free N8N & Telegram notifications.
► KEY BENEFITS (WHY YOU NEED THIS)
This system doesn't just track your work; it does the work for you.
- ⚡ Automate Everything: From sending professional proposals to creating dedicated project folders and preparing invoices, let the system handle the repetitive tasks that drain your time and energy.
- 📈 Win More Deals, Faster: Impress potential clients with perfectly formatted, personalized PDF proposals sent to their inbox just moments after your call. No more manual document creation.
- 🗂️ Stay Perfectly Organized: Automatically move client data from inquiry to active project, create organized folders in your Google Drive, and track every project's status from a central dashboard. Never lose a file or a detail again.
- 💰 Get Paid Faster & Easier: When a project is complete, the system preps the billing data. With one more click, it generates a detailed, itemized PDF invoice and emails it directly to your client. Eliminate billing errors and tedious calculations.
- 🔐 Total Control & Ownership: This is YOUR system. It lives in your Google Drive. You have full control over your data, workflows, and templates. No monthly fees, no platform lock-in. Ever.
- 😎 Look Incredibly Professional: A streamlined, automated process shows clients you're serious, organized, and efficient, building trust from the very first interaction.
► WHO IS THIS FOR?
This system is built for the modern, tech-savvy freelancer, solopreneur, or small agency owner who is ready to scale. If you are a:
- Graphic Designer or Web Designer
- Freelance Writer or Content Creator
- Consultant or Coach
- Social Media Manager
- Virtual Assistant (VA)
...and you understand the value of automation but don't have the time or expertise to build a custom solution from scratch, this is for you.
► FEATURES INCLUDED
- This is a complete, end-to-end workflow system powered by a robust Google Apps Script backend.
- Automated Inquiry Capture: Log new client inquiries from a Google Form directly into your dashboard (N8N workflow).
- Instant Mobile Notifications: Receive detailed Telegram messages for new leads, complete with quick-action links.
- One-Click Proposal Generation: Automatically create and email a personalized PDF proposal from a - - - Google Docs template.
- Automatic Project Promotion: On "Deal," automatically move client data to the active projects tab and create a dedicated Google Drive folder.
- Automated Billing Prep: On "Completed," automatically log the project value in the cashier tab, ready for invoicing.
- One-Click Itemized Invoicing: Automatically find all billable items for a project, generate a detailed PDF invoice, and email it to the client.
- Easy Customization: Edit all email and document templates in a simple "Settings" tab—no code-touching required.
- Advanced Scripting: The entire system is powered by secure, efficient Google Apps Script (onEdit triggers, custom UI menus, DriveApp, DocumentApp, GmailApp).
► REQUIREMENTS
- A free Google Account (for Google Sheets, Docs, Drive, and Apps Script).
- Desktop or Laptop computer (the scripts are not designed for mobile use).
- A free N8N.io account for the automated form-to-sheet workflow.
💬 FREQUENTLY ASKED QUESTIONS (FAQ)
Q: What do I need to use this system?
A: All you need is a free Google Account! For the optional (but awesome!) automated notifications, you'll also need a free N8N.cloud account and a Telegram account. A detailed setup guide is included.
Q: Are there any hidden monthly fees or subscriptions?
A: Absolutely not! This is a one-time purchase. The system runs on the generous free tiers of Google and N8N, which are more than powerful enough for the needs of most freelancers and solopreneurs.
Q: My N8N trial is ending in 14 days! Do I have to pay?
A: Don't worry, Our guide covers free solutions and affordable paid alternatives, You can choose what suits you best.
Q: Can I use this on my phone?
A: You can view and edit data using the Google Sheets mobile app. However, to trigger the powerful automations (like sending a proposal or invoice), you will need to use a web browser on your computer, or the "Desktop Site" mode in your phone's browser. The instant notifications will, of course, arrive on your phone via Telegram!
Q: Is it difficult to set up?
A: Not at all! Your purchase includes a complete, step-by-step PDF guide and a link to a video tutorial that walks you through the entire setup process. It's designed to be easy, even for non-technical users.
Q: Can I customize the proposals and invoices?
A: Yes! You get the Google Docs templates, so you can easily change the colors, fonts, and text to perfectly match your brand. The setup guide will show you exactly what is safe to change.
Stop wasting time on admin and start investing it in growth. Reclaim your time and run your business like the professional you are. Add to cart to get your automated Clientflow Engine today!
Google Sheets CRM, Automated Tracker, Freelance Dashboard, Client Management, Small Business Tool, Project Management, Proposal Template, Automated Invoice, Lead Tracker Sheet, Client Onboarding, Solopreneur System, Business Automation ,Workflow Template
FREQUENTLY ASKED QUESTIONS
Upon successful transaction, you will be able to download the digital file from the website or receive an email with a download link to the digital product. This usually occurs immediately, but please allow up to 30 minutes. If you have not received your download link within this timeframe, please contact our support team by clicking the Chat Button for assistance.
We accept PayPal, Visa, MasterCard, Discover, and American Express but feel free to contact us for other payment options.
We'll send you an email to let you know whenever we have a new update ready
Due to the nature of digital products, all sales are final. We highly recommend reading the product requirements and scope carefully before making your purchase. For any clarity or further information, please reach out to our 24/7 support service.
All our templates are unlocked and fully customizable, allowing you to adjust them to your specific needs.
However, we recommend being cautious when deleting columns or rows, as this could disrupt the formulas and cause issues within the template.