TEMPLATES AND BOT SETUP FOR FREELANCERS
Right now your clients live in one app, your invoices live in another, and every follow-up lives in your head. So an unpaid invoice sits there until you happen to remember it, and that's money you already earned. Run Your Desk gives you one system in Google Sheets or Notion that tracks your clients, deals and invoices and shows you who to follow up with next.
See the templatesBoth templates hold the same system. Choose Google Sheets if you live in Google Workspace, or Notion if you already plan your work there.
Your clients, deals, invoices and income forecast sit in one Google Sheet. You open it and see what's been paid, what's still out, and what's coming in next.
What's inside:
What you need: a Google account.
Get the Sheets template ($38)Opens in a new tab.Also on GumroadOpens in a new tab.This is the same system built in Notion, and it works fully on its own. If you use Grok Bot, the setup helper can move your old spreadsheet into it for you.
What's inside:
What you need: a Notion account.
Get the Notion template ($28)Opens in a new tab.Also on GumroadOpens in a new tab.FREE CHECKLIST
This one-page checklist helps you find the lines in your sent folder where you already said yes to something. Join the list to get the checklist, along with short emails when there's a new template or tip.
You can also get the checklist on Gumroad.Opens in a new tab.We set up a team of bots that covers the work you don't want to do, like drafting invoice follow-ups and a morning briefing of what still needs you. You set the rules once. The team handles what those rules cover and only brings you what they don't.
Bills are paid only when you ask. You make the big decisions, and the bots handle the busy work you decided ahead of time doesn't need you.
Book a fit callOpens in a new tab.WHERE IT'S RUNNING
The bots work inside the rules that company set, and anything those rules don't cover comes back to a person to decide.
Both hold the same system. Get the Google Sheets version if you work in Google Workspace, or the Notion version if you already use Notion.
The Sheets version needs a Google account, and the Notion version needs a Notion account.
Both templates are sold on Etsy, and you can also buy them on Gumroad. The buttons above take you straight to the listing.
We talk through what your business needs covered and whether a done-for-you bot setup makes sense for you.
It includes a written plan, and the $750 is credited toward a full build.
Bills are paid only when you ask. Everything else follows the rules you set.