Freelance Business Planner Notion Template Service Based Creative Project Manager Digital Client Tracker Small Business CRM Invoice Template

Streamline your Freelance Business with this All-In-One Business Planner and CRM! This Notion Template is designed for freelancers, creatives, and service-based solopreneurs who manage client projects.

Watch the full tour: https://youtu.be/YJcXq3OYru0

➜ HOW IT WORKS

1. PURCHASE the item and download the PDF with the link to access the template.

You will need a FREE Notion account to download and edit the template.

2. DUPLICATE the template to your Notion workspace to start editing.

3. EASY SET-UP: Follow the instructions to set up the template!

➜ WHAT'S INCLUDED

• FREELANCE DASHBOARD with easy access to every section + overview of your weekly tasks, projects and meetings

• BRAND HUB: define your Brand Mission, Visual Identity and Target Audience. Collect and access your Brand assets and resources, set clear Goals for your business and create an action plan to achieve them

• SERVICES: organise all your services and packages with prices

• LEARNING HUB to organise all your courses

• TESTIMONIALS: collect your client reviews

• PROJECT HUB: manage all projects, see their timeline, progress, tasks and documents.

• CLIENT HUB & CRM: manage all clients in every stage of the pipeline, organise meetings and define your own client acquisition

• FINANCE TRACKER: keep track of your finances. Includes expense, earnings, and subscription trackers

• WORK LOGBOOK: log all working hours and create invoices accordingly

• CONTENT PLANNER: plan and execute a successful social media strategy

• TEMPLATES for every major Social Media platform, invoices, and several important documents (e.g. brand questionnaire, contract, NDA, design brief, etc.).

➜ IMPORTANT NOTES

• REFUNDS - Due to the digital nature of the product, we can offer no refunds. All sales are final. However, customer satisfaction is our number one priority, so please reach out if you have any issues regarding your order!

• DIGITAL FILE - You are purchasing a digital download. No item will be shipped to you.

• NOTION - You will need a FREE Notion account to use this template. A basic understanding of Notion is necessary to make use of the template. Create an account here: https://www.notion.so/

• DEVICES - The template works across all devices but is optimised for desktops and laptops. The appearance of the pages may vary from the listing photos when viewed on smaller devices.

• COPYRIGHT - All materials are copyrighted © MintCanvas Studio. This template is for personal use only. You may not resell, distribute, reproduce, or give away the template in any form, even if you have made modifications. By purchasing this product, you accept these terms.