I built this doc to be my small business hub - a single source of knowledge for all things business related, and this is the first step.
After launching my freelance service provider business a few months ago, I quickly realized that there are a ton of powerful apps out there that do what I want, but none of them were truly all-inclusive, and are often too rigid for how I really want them to function. I get easily distracted, and switching between a ton of tabs or windows just to manage clients, projects, and tasks was becoming overwhelming.
If you’re like me, I hope this doc helps you manage your business and quash the overwhelm of too many apps, tabs, and windows.
I intentionally used only a few tables to keep things as simple as possible but still have some powerful automations. I hope that by limiting the number of tables, it also means that I can later draw out information easily and make portals for each individual client to view the progress of the project(s) I do for them.
If you have questions about this doc or suggestions for it, please email me at
Many thanks to the Coda Community, especially Maria Marquis for leading the Bootcamp, and Scott Weir for his YouTube videos that gave me a ton of great inspiration and info. I’m blown away by how amazing everyone has been to share knowledge and give of their time to help.
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I’m Erin - a freelance virtual assistant and aspiring Coda doc builder for service providers and small businesses.
Please follow me on social media and check out my website - I’d love to connect!