Start with a workflow that already works.
Free, editable templates for client work. Use them in your browser, then bring the workflow into Stelaah when it needs real owners, dates, files, and decisions.
Choose the part of the workflow you need next.
11 templates
Client Onboarding Checklist Template
A practical, editable client onboarding checklist covering agreement verification, contacts, access, inputs, kickoff, billing, and first delivery.
Open working template
Marketing Agency Project Plan Template
An editable project plan for campaigns, website work, content, launches, and other agency engagements from brief through measurement and closeout.
Open working template
Social Media Content Calendar Template
An editable content calendar workflow for planning, production, review, approval, publishing, monitoring, and learning across channels.
Open working template
Client Approval Workflow Template
An editable workflow for requesting, reviewing, revising, approving, withdrawing, expiring, or revoking a client decision.
Open working templateFreelancer CRM Template
A lightweight, editable CRM template for freelancers to track leads, clients, projects, proposals, follow-ups, invoices, and relationship history.
Open working templateInvoice Tracker Template
An editable invoice tracker that connects billing events, project evidence, issue and due dates, balances, disputes, payments, and follow-up.
Open working template
Kanban Board Planning Template
An editable Kanban setup template for defining work states, entry and exit rules, owners, work limits, blocked items, reviews, and completion evidence.
Open working templateClient CRM Planning Template
An editable CRM planning template for relationships, contacts, opportunities, projects, follow-ups, finance context, permissions, and ownership.
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Client Portal Planning Template
An editable client portal template covering participant roles, visible records, allowed actions, invitations, approvals, files, finance, revocation, and closeout.
Open working templateFounder Weekly Reset Checklist
An editable weekly reset checklist for commitments, customers, delivery, sales, money, capacity, risks, decisions, recovery, and the next responsible action.
Open working templateBusiness Habit Tracker Template
An editable habit tracker for business practices with cues, minimum versions, completion evidence, obstacles, recovery, weekly review, and responsible accountability.
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Complete the checklist, add context and exceptions, copy the result, or print it as a PDF. Drafts remain in this browser, and every template explains where accountable review is still required.
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