The Back Office Box is the complete business side of freelancing — invoice tracker, client CRM, proposal that closes, contract, onboarding system, and 12 copy-paste client emails. Set up in 30 minutes. Yours forever.
Get the Box — $29Instant download · Excel + Word · Mac & PCSix tools that work together — the same system agencies charge four figures to set up.
Log every invoice; overdue flags, days-to-pay, and a money dashboard compute themselves. Zero formulas to write.
Pipeline stages, weighted deal values, win rate, and a red alert on every follow-up you're about to miss.
A tight 2-page structure that plays back the client's problem and closes with options. Fill the brackets, send.
Freelance services agreement covering deposits, revisions, scope, late fees, and who owns what.
The repeatable first-week client experience that makes a one-person shop feel like a firm.
Chasing late payment (3 escalating stages), scope creep, testimonial asks, referrals, re-engagement — copy, paste, send.
A ZIP with 7 files: Invoice-Tracker.xlsx, Client-Tracker.xlsx, Proposal-Template.docx, Contract-Starter.docx, Onboarding-Checklist.docx, Email-Scripts.docx, and a Start-Here guide. Your download appears immediately after checkout, the link works forever, and a Stripe receipt hits your inbox.
Anything that opens .xlsx and .docx works: Microsoft Office, Google Sheets/Docs (free), LibreOffice (free), Apple Numbers/Pages.
It's a solid, plain-English starting template covering payment, scope, revisions, ownership, and termination. It is not legal advice — we tell you (twice) to have a local attorney give it a once-over before first use.
Email us within 7 days and we refund you, no questions. You'll keep the files; we'd rather you think well of us.
Back Office Box is an IdaMil LLC product. Support: customer.service@idamil.com — a human answers.
The done-for-you tier. You get a private portal; we do the running: your invoice tracker maintained for you, branded invoice PDFs generated on request, every due date watched, and the exact chase email written and waiting the moment a client goes quiet — at the right escalation stage, every time. Weekly money digest included.
Your whole job becomes: hit send, get paid.
Start Done-For-You — $99/mo5-minute setup after checkout · cancel anytime with one emailIncludes the $29 Box templates free. First chase drafts appear within an hour of setup.
Pick how much of the back office you want off your plate.
One-time — $149.