$
0
FREE
I created this template to help me keep track of my various freelance clients and their specific needs throughout the work process. It allows me to quickly see which clients have unfinished work, scheduled meetings, or outstanding payments, and contact them as needed. Additionally, I can use it to monitor my progress towards achieving my annual income goals. The template includes a spreadsheet for each client, where I can store detailed information, brand assets, and other relevant files. I can also use the Board view to organize my clients by status. You can easily customize the template by modifying the Client Types and Tags to fit your own workflow.
Details
Categories
USE
FOR
OFF
I created this template to help me keep track of my various freelance clients and their specific needs throughout the work process. It allows me to quickly see which clients have unfinished work, scheduled meetings, or outstanding payments, and contact them as needed. Additionally, I can use it to monitor my progress towards achieving my annual income goals. The template includes a spreadsheet for each client, where I can store detailed information, brand assets, and other relevant files. I can also use the Board view to organize my clients by status. You can easily customize the template by modifying the Client Types and Tags to fit your own workflow.
Categories
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
Cara Livermore
I created this template to help me keep track of my various freelance clients and their specific needs throughout the work process. It allows me to quickly see which clients have unfinished work, scheduled meetings, or outstanding payments, and contact them as needed. Additionally, I can use it to monitor my progress towards achieving my annual income goals. The template includes a spreadsheet for each client, where I can store detailed information, brand assets, and other relevant files. I can also use the Board view to organize my clients by status. You can easily customize the template by modifying the Client Types and Tags to fit your own workflow.
Related templates
There are some great habit tracking tools out there, but they often have a few drawbacks. One common issue is that many of these tools require you to track specific habits every day, and if you miss even a single day, the chain is broken and it can be difficult to maintain your motivation and good mood.
If you are a designer looking for a way to manage your design process more effectively, this product may be able to help. It offers a comprehensive kit that includes everything you need to manage your design process from start to finish. With this tool, you can streamline your workflow, stay organized, and ensure that you are always able to deliver high-quality design work on time.
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.
This simple table, created by someone else, makes it easy to organize all of your baby-related tasks and to-dos. You can share it with friends and family and assign tasks to specific people, so everyone knows what they need to do. This can help make the process of taking care of a baby smoother and more organized.
This product is designed for people who want to manage their finances more effectively. It offers a simple and user-friendly interface that allows users to track their bills and expenses, helping them to stay on top of their budget and avoid late payments. The template also includes a feature that automatically calculates the next billing date, allowing users to easily input their monthly rate and have the rest of the work done for them. Overall, this product is an essential tool for anyone looking to get their finances in order.
There are many finance tracker options available in the Notion community. However, this particular finance tracker stands out as unique and offers more than just the basic features. In addition to the standard features you would expect in a finance tracker, this tool provides additional features to help users better manage their finances and improve their wealth.
These four interconnected templates provide journalists with a complete set of tools for conducting research, interviews, and writing articles. They allow you to keep your research notes and interviews organized alongside your article drafts, so you can easily reference and incorporate them into your writing. The templates also enable you to track your sources, including their contact information and the interviews and meetings you have had with them. This helps you stay organized and efficient throughout the research and writing process.
This template can help you save hours of time and effort in building your own customer relationship management (CRM) system. It eliminates the need for you to set up databases, select categories, and link everything together manually. With this template, you can run your business using Notion as your CRM, and keep all your information and data organized in a single, easy-to-use platform. This means you won't have to spend hundreds of dollars per year on CRM software.