Templates/Operations
One column per project stage so every client deliverable lives on one board
Reply to new lead within 24h
Send proposal template
Sign SOW and collect deposit
Kickoff call on calendar
Active client — weekly update
Active client — milestone check-in
Nudge on overdue review
Final invoice and handoff doc
Ask for testimonial / referral
Use this freelance clients template or describe your project in your own words. Lova sets up your board either way.