Freelance Clients Board

Track proposals, active work, and client follow-ups in one kanban board

Freelancers juggle multiple clients at different stages of the relationship: some are still evaluating a proposal, others are mid-project, and past clients need a follow-up to keep the pipeline warm. The Freelance Clients Board turns this chaos into a single kanban board with clear columns for leads, proposals, active work, delivery, and follow-up. Instead of scattering client notes across email threads and spreadsheets, every task lives on a card you can move as the relationship progresses. Because the board supports the MCP server and REST API, you can also let an AI agent create tasks, update statuses, and check on stalled clients automatically, saving you the manual admin that eats into billable hours.

## Freelance Clients Board
This project uses columns: Leads & Inquiries, Proposals Sent, Active Projects, Review & Delivery, Post-Project Follow-up.
- When a new inquiry arrives, use create_task to add it to Leads & Inquiries with the client name in the title.
- When a proposal is sent, use move_task to shift the card to Proposals Sent.
- When a client signs, use move_task to Active Projects.
- When work is delivered, use move_task to Review & Delivery.
- Once closed, use move_task to Post-Project Follow-up and create a follow-up task for testimonials or referrals.
- Use list_tasks and get_task to check on cards that haven't moved in over a week.