This board helps freelancers and solo consultants manage every client engagement in one view, moving projects through lanes from Inquiry to Paid. An AI agent drafts proposals and nudges you when an invoice goes unpaid.
What's Included
- Engagement columns: Inquiry, Proposal Sent, Active, Invoiced, and Paid for a clear book of work.
- AI proposal agent: Drafts a scoped proposal and rate estimate from a short project brief.
- Client detail cards: Contact, scope, rate, and deadline stored on every project.
- Invoice automation: A card moved to Invoiced sets a reminder and DMs you if payment is late.
How To Use
- Clone the board and add each client as a card.
- Capture scope, rate, and deadline per engagement.
- Let the AI agent draft proposals for new inquiries.
- Move cards forward from Active to Invoiced to Paid.
Automate invoicing reminders with Taskade automations, or build a freelance command center with Taskade Genesis.
