$
89
FREE
If you're looking for a way to keep your client projects, prospecting, contacts, financials, distribution channels, and performance organized and accessible, consider using a system of linked workspaces. This system has over 55 workspaces that can help you stay on top of all your important information. You can consolidate your planning and strategy using persona templates, positioning boards, pricing information, and competitor research. Plus, you can quickly generate fresh client portals, plan large campaign timelines, and assign specific tasks to your team members. All of these features can help you streamline your work and keep everything in one convenient place.
Details


USE
FOR
OFF
If you're looking for a way to keep your client projects, prospecting, contacts, financials, distribution channels, and performance organized and accessible, consider using a system of linked workspaces. This system has over 55 workspaces that can help you stay on top of all your important information. You can consolidate your planning and strategy using persona templates, positioning boards, pricing information, and competitor research. Plus, you can quickly generate fresh client portals, plan large campaign timelines, and assign specific tasks to your team members. All of these features can help you streamline your work and keep everything in one convenient place.
Monthly newsletter
No spam. Just the latest releases and tips, interesting articles, and exclusive interviews in your inbox every week.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
More templates from
Gerrard Lipscombe

This template is an essential tool for anyone looking to create detailed and effective customer journey maps. Unlike traditional 5x5 grids, it allows you to use Notion's infinite canvas to map out rich and complex customer journeys that convert. With this template, you can easily map out key stages in the user journey, target personas, goals and pain points, actions and endpoints, use cases and touch points, key projects and campaigns, and even surveys, targets, and KPIs. Whether you're working on marketing or product strategy, this template is a valuable resource.

If you're looking for a way to keep your client projects, prospecting, contacts, financials, distribution channels, and performance organized and accessible, consider using a system of linked workspaces. This system has over 55 workspaces that can help you stay on top of all your important information. You can consolidate your planning and strategy using persona templates, positioning boards, pricing information, and competitor research. Plus, you can quickly generate fresh client portals, plan large campaign timelines, and assign specific tasks to your team members. All of these features can help you streamline your work and keep everything in one convenient place.

The Content OS allows you to focus on creating and strategizing without having to deal with disorganized sub-pages and outdated databases. You can use the pre-built frameworks to create your own content strategy and system. With the Content OS, you can easily see how your content is performing and engaging, and plan for what's coming next, all within the same workspace. This will help you stay on track and achieve your biggest goals.
Related templates

The following text describes a project plan template used by Loom to help their team organize their ideas and create project proposals efficiently. By standardizing the project plan, the team is able to identify important questions and receive valuable feedback. This template allows for the inclusion of Figma files, Loom videos, metrics, and other relevant information to support the project. Using this template can help improve collaboration among team members and produce a strong project plan.

The template features a number of databases, including ones for revenue streams, personal and business expenses, as well as a pricing simulator for quickly calculating prices for services. Additionally, there is a calculator linked to income and expenses that automatically updates as the other databases are filled out, allowing users to easily track their financial information.

Notion offers a comprehensive travel planner template to help you plan and manage any trip. From creating an itinerary to booking flights and hotels, this template provides an up-to-date travel log and stores all your travel documents in one convenient location. This template includes daily itinerary, things to do and see, a travel planner, documents list, packing list, research on accommodations, tours and transportation, a travel bookings hub, traveler information database, travel insurance tracker, and a travel journal. Use this template to make your next trip easier and more organized.

An essential tool for anyone looking to manage their finances, this simple and easy-to-use template helps track bills and expenses. With automatic calculations for your next billing date, all you have to do is input your monthly rate and the rest is taken care of for you. Stay on top of your budget and avoid late payments with this helpful tool.

If you want to get a head start on tracking your business, consider using business frameworks to help you get organized. These frameworks are customizable, so you can tailor them to meet your specific needs. They come with templates for project management and guides from experienced business leaders, so you can get the information you need to succeed. Using these frameworks can help you stay on track and keep your business moving in the right direction.

This template is designed to help marketing or product managers clearly and consistently define the events and calls needed to make their Segment instance useful and achieve their analytics goals. The template includes instructions for creating a tracking plan, pre-defined calls that are common to most use cases, and recommendations for maximizing the value of a Segment instance. By using this template, managers can create a clear plan that developers can use to quickly implement the tracking required to start deriving insights from data.

The template allows users to track and organize their project work. It is divided into epics, sprints, tasks, and bugs. Users can view the database in different ways to see projects by status, engineer, or product manager. The template also includes pre-made templates for various types of tasks, which can be customized and supplemented with additional properties to track important information. This helps save time and streamline the project management process.