Tired of juggling client details, losing track of tasks, or forgetting to ask for that all-important testimonial?
This Notion template gives you the exact system you need to manage your client projects like a pro - from enquiry to offboarding.
Everything is laid out for you, step-by-step. Just plug it in, make it your own, and get back to doing what you do best: serving your clients.
This isn’t just another template. It’s your entire client process - organised, automated, and ready to use.
Here’s what you’ll get:
Complete Client Process System
Onboarding checklist - make a flawless first impression
Discovery call script - know exactly what to ask to get the clarity you need
Project management dashboard - keep every task, note, and deadline in one place
Offboarding checklist - wrap up smoothly and always remember to ask for that review
Customisable Client Project Dashboard (client-facing)
A professional dashboard you can share with clients
Keep everything in one place - contracts, payment details, and project updates
Welcome questionnaire to kick off your project with all the details you need
Visual project timeline so everyone stays on the same page
Easy-to-Follow Video Tutorials
Learn exactly how to customise the template for your business
Step-by-step walkthroughs so you can set everything up in minutes
Social media managers, coaches, designers, marketers, VAs, copywriters, or any service provider managing client projects
Freelancers ready to elevate their client experience
Anyone who wants to stop feeling scattered and start running their business with confidence
Because this isn’t theory - it’s a proven, plug-and-play system that simplifies every stage of your client journey.
You’ll look more professional. You’ll feel more organised. And your clients will notice the difference.
No fluff. No confusion. Just a beautifully designed Notion system that makes your business run smoother than ever.
Tired of juggling client details, losing track of tasks, or forgetting to ask for that all-important testimonial?
This Notion template gives you the exact system you need to manage your client projects like a pro - from enquiry to offboarding.
Everything is laid out for you, step-by-step. Just plug it in, make it your own, and get back to doing what you do best: serving your clients.
This isn’t just another template. It’s your entire client process - organised, automated, and ready to use.
Here’s what you’ll get:
Complete Client Process System
Onboarding checklist - make a flawless first impression
Discovery call script - know exactly what to ask to get the clarity you need
Project management dashboard - keep every task, note, and deadline in one place
Offboarding checklist - wrap up smoothly and always remember to ask for that review
Customisable Client Project Dashboard (client-facing)
A professional dashboard you can share with clients
Keep everything in one place - contracts, payment details, and project updates
Welcome questionnaire to kick off your project with all the details you need
Visual project timeline so everyone stays on the same page
Easy-to-Follow Video Tutorials
Learn exactly how to customise the template for your business
Step-by-step walkthroughs so you can set everything up in minutes
Social media managers, coaches, designers, marketers, VAs, copywriters, or any service provider managing client projects
Freelancers ready to elevate their client experience
Anyone who wants to stop feeling scattered and start running their business with confidence
Because this isn’t theory - it’s a proven, plug-and-play system that simplifies every stage of your client journey.
You’ll look more professional. You’ll feel more organised. And your clients will notice the difference.
No fluff. No confusion. Just a beautifully designed Notion system that makes your business run smoother than ever.
