Freelancer Client OS (Notion)
A complete client operating system for freelancers, in one 40-page guide you build in your own Notion workspace. There is no template link — the setup documents walk you through building each database yourself.
What's inside:
- Start Here and Setup Walkthrough, Dashboard Structure, Client CRM, Project Tracker, Invoice Template, Contract Template, and Tax Set-Aside Calculator
- Plus: pricing calculator worksheet, client onboarding checklist, proposal outline with scripts, project kickoff questionnaire, scope-change form, offboarding checklist with testimonial-request template, and late-payment follow-up scripts
Personal use only.