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Start Here
1I'm drowning in admin
Reduce admin without becoming a productivity influencer: minimal tool stack, templates, and weekly rhythms.
Open I'm drowning in adminCodex
1Solo operating system: reduce admin
A minimal freelancer operating system: one place for tasks, docs, and billing, plus SOPs and a weekly review rhythm to reduce admin and stress.
Open Solo operating system: reduce adminTools
9Weekly Review Checklist
A 20-minute weekly admin reset checklist for pipeline, delivery, and money so your freelance business doesn’t run on panic.
Open Weekly Review ChecklistClient Concentration & Capacity Scorecard
A scorecard for checking how your current client mix affects leverage, risk, and sustainable capacity.
Open Client Concentration & Capacity ScorecardFirst 30 Days Checklist
An interactive checklist to get from 'starting' to 'steady pipeline' without drowning in busywork.
Open First 30 Days ChecklistSubcontractor Brief + QA Checklist
A checklist for briefing subcontractors, defining done, and reviewing quality before client delivery.
Open Subcontractor Brief + QA ChecklistFreelance Health Check
A seven-domain diagnosis for pipeline, pricing, concentration, scope, payment, burnout, and systems, with next moves routed into the Codex.
Open Freelance Health CheckClient Onboarding & Kickoff Checklist
An onboarding checklist: access, stakeholders, cadence, review windows, and next steps so delivery doesn’t stall.
Open Client Onboarding & Kickoff ChecklistQuote to SOW Checklist
A checklist to turn discovery notes into a scoped quote and a lightweight SOW with boundaries, review windows, and payment terms.
Open Quote to SOW ChecklistLate Payment Checklist
A checklist for collecting overdue invoices: prevention, follow-ups, work pause, and escalation without making it personal.
Open Late Payment Checklist