→ Manage your business in one place, with no extra tools.
→ Impress clients with easy-to-use dashboards.
→ Save hours on project and admin tasks.
⭐️ Home Dashboard: Central hub with quick actions, project tracking, and business details.
⭐️ Projects: Tools for tracking and organizing project progress with forms and dashboards for client interactions.
⭐️ Contacts: Track leads and manage contact info with templates.
⭐️ Clients: Overview of client projects, including intro call scripts, contracts, and invoices for easy management.
⭐️ Income & Expenses: Manage finances in one simple system.
⭐️ Emails: Templates for different project phases to streamline communication.
⭐️ Processes: Templates for each project stage to ensure consistency.
⭐️ Services: Track service types, both recurring and one-time.
⭐️ Success & Loss: Document insights and reflections for business growth.
⭐️ Tutorials: Learn how to use the template with step-by-step guides.
🎁 BONUS Lead Call Template: Conduct productive calls with a question script, checklist, and action steps.
🎁 BONUS Timesheet: Time tracking by project and employee for accurate billing.
🎁 BONUS Marketing: Manage social media goals, content, and video ideas with templates.
🎁 BONUS Products: Track and analyze product ideas, including competitor and demographic research.
Yes! This template is designed to be intuitive, with guided prompts and templates for each section, making it suitable for users of all experience levels.
Absolutely! Every part of this template is fully customizable. You can adjust the layouts, colors, and text to match your personal branding or workflow preferences.
No, this works with the free Notion account! You might want the Plus plan ($8/month) if you share with more than 10 clients
Yes! The template is versatile and adaptable for various industries. It’s especially valuable for client-focused businesses like freelancers, agencies, and consultants, but can be tailored to fit other use cases as well.
After purchase, you’ll get a link to duplicate the Freelance Dashboard template into your Notion app. New to Notion? A setup video is included.
Yes! Each section includes notes and examples to guide you along with a tutorial page that covers the entire template.
Notion works on every platform and is fully flexible, letting you use strong database tools or keep your workflow simple to fit your needs. It’s also easy to use and maintain, making it ideal for running your business.
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