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Hello, my friends, great to have you here as a Silver Member. This week's training is on the Freelance Pro Toolkit.

In this training, you will learn how to build and use the Excel-based Freelance Pro Toolkit—a complete system that manages clients, projects, proposals, schedules, time tracking, invoicing, and payments in one place. You’ll see how each feature works step-by-step, from client management to generating invoices, while also exploring the VBA code that powers the application. Designed for freelancers and small business owners, this toolkit helps you stay organized, save time, and get paid faster while giving you the flexibility to fully customize it for your own business needs.

▶️⁠ Feel free to watch the full training video when it goes live on YouTube here.   

As a Silver Member, you can also participate in our Feature, Fix or Focus Program, in which each week I will add a feature, fix an issue, or focus on a specific part of the current week’s training. This Feature, Fix, or Focus will be entirely based on your requests and ideas in the comments below. Based on those suggestions, I will then create another short video, along with an updated workbook and make them available exclusively to you, right here on Patreon. I look forward to reading your comments below.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.

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Dan Schemerhorn

I have not tried this one yet but is this the one with the template proposals? Is it in the resource file? Thanks your work is the BEST and your SUPPORT is the BEST. Bless you Randy

Excel For Freelancers

Hi Dan, yes this is correct. This training contains Proposals, Invoices, Scheduling, Customers, Projects and Payments. This is all part of the single application, so please make sure to watch the Full training video so you understand all of the features and how to use them here: https://youtu.be/4TDsIDGhwwg I will be adding even more on the updated version this Monday. I hope this helps and thanks so much.