Set Up Agiled as a Freelancer

Use this guide when you work solo and want the fastest path to managing leads, projects, documents, and invoices.

The goal is a small working system, not a fully automated workspace on day one. Set up the path from lead to payment first, then add automation after you trust the basics.

For solo work, prioritize the records you will touch every week: contacts, deals, tasks, documents, invoices, files, and booking pages.

Minimal Setup

1. Complete onboarding.
2. Add business profile, logo, currency, and timezone.
3. Enable CRM, Finance, Productivity, Docs, Files, and Scheduling.
4. Add your active contacts.
5. Create a simple deal pipeline.
6. Create one project template for repeatable work.
7. Create one invoice template and one contract template.
8. Connect a payment gateway if you want online payments.
9. Create a booking page for discovery calls.
10. Send a test invoice and document to yourself.

Suggested First Records

Create a small starter set instead of importing everything immediately:

• one real active contact
• one test contact for safe testing
• one simple deal pipeline
• one active project or task list
• one invoice item or service product
• one reusable document template
• one booking page

This gives you enough structure to run real work without spending days on configuration before the first client interaction.

Keep It Simple

Start with one workspace, one sales pipeline, one invoice template, one contract template, and one project template. Add automations and advanced settings after your core workflow is working.

Avoid creating too many statuses, templates, custom fields, or automations at the start. A smaller setup is easier to keep current.

Lead to Payment Flow

For solo work, keep the workflow visible:

1. Add or capture the contact.
2. Create a deal or booking.
3. Create a project or task when work starts.
4. Send the proposal, contract, or scope document.
5. Send the invoice.
6. Store final files on the project or customer record.

Use this flow for the first few clients before adding automation.

Test The Solo Workflow

Before using Agiled with a real client, run one test through the full path:

1. Create a test contact.
2. Create a deal or booking.
3. Create a project or task.
4. Send a test document.
5. Create and preview a test invoice.
6. Confirm payment and file-sharing settings are correct.

Delete or clearly label the test records afterward so they do not pollute reports.

Weekly Routine

Review open deals, overdue tasks, unsigned documents, unpaid invoices, and upcoming bookings once a week. This keeps the solo workspace useful without requiring heavy administration.

Also review new files, unlinked contacts, and test records. A solo workspace stays useful when every client has one obvious place to find context.

First Client Test

Before using the workspace with a real client, run one complete low-risk flow: create a contact, send a test estimate or invoice, book a meeting, upload a file, and confirm the public links work in a private browser window. This gives you a clean operating pattern before client work is live.

If any step feels too heavy, simplify the setup instead of adding more modules. For freelancers, a small accurate workspace is better than a broad setup that does not get maintained.

Troubleshooting

If the workspace feels noisy, disable unused modules and archive test records. If you cannot find client context, link contacts, projects, files, documents, and invoices around the same customer.

Related Docs

• First-Day Checklist
• Create a Booking Page
• Send Your First Invoice
• Document Signing