Advanced Version (Sprints Included)
🤍 This version will work well for bigger teams of 3-10 people and every team size with a strong focus on product development. You would want to consider this version if you are looking for a way to have focused timeframes, efficient planning, and strong collaboration among members.*

• Main Dashboard: A user-friendly homepage with easy access to all important aspects of your projects and tasks with a handy navigation bar.

• Projects: Store your projects, view them in timeline view, and move them through different stages here! Each project is connected to tasks so that you can track your progress, hours spent, plan & review.

• Tasks & Sub-Tasks: Tasks are categorized into projects and grouped in status. Sub-tasks are designed to break down your large tasks into smaller sections!

• Team: Record your team’s directory, working hours, and contact information on this page.

• Calendars: All calendars in one place, from dated tasks, projects, and team calendars.

• Sprints Planning: Sprints are designed to complete tasks within a planned timeframe. Each sprint includes a planning section where you can easily assign relevant tasks.

• Sprint Board & Tasks: Find your current sprint task board right here. This structure promotes focused work and efficient time management.

• Advanced Metrics & Statistics: Track sprint time distribution, future & current sprint tasks, & performance of in-progress projects.

Delivering features quickly during a sprint is important, but ensuring they meet client needs and are easily understood is equally crucial. Sometimes, even a seemingly successful sprint with many features delivered can fall short if the client doesn't grasp the value or functionality.

Key Features:

📊 Project Tracker – Monitor project progress, tasks, milestones, and deadlines.
📝 Project Proposal Maker – Create structured proposals with objectives, scope, and costs.
📅 Meetings Tracker – Log client meetings with dates, attendees, agendas, and action items.
💵 Invoice Maker – Generate and track customized invoices with payment statuses.
📂 Shared Drive – Store and organize project files for seamless collaboration.
🔍 Competitor Database – Maintain insights on client competitors for strategic decisions.
🔒 Password Manager – Securely store client credentials and sensitive information.
🎯 User Persona Section – Define and analyze target client profiles for better engagement.

AgencyHQ is an all-in-one operating system that tracks your clients, deliverables, proposals, and everything in between. Trusted by 500+ agency owners, it has quickly become the #1 solution for agencies using Notion.

What's included?

• Client Projects & Secure Portals

• Time-Tracking

• Content Creation

• Deal Management

• Proposals & Invoices

• Financial Dashboard

• Hiring & Employee Onboarding

• Dedicated Video Course

• Lifetime Access to Updates

• Access to Exclusive Community

This template is perfect for keeping all of your 1:1 notes and docs in one place. The template button automatically create prompts for your talking points, meeting notes, and action items. Use this template to simplify note-taking and always be ready for your next meeting.

Experience the power of professional organization and productivity with the Ultimate Freelance Client Portal and Project Proposal Notion Template. Impress clients with a well-structured project proposal, streamline communication, and elevate your freelance business with ease.

What's Included:
Client Portal
Project Proposal Template
Contract & Invoice Management
Resources & Calendar Integration
Onboarding & Offboarding Kit
Meetings & Deliverables Tracking
Feedback Template

Keep in sync with your team.

The Client + Project + Task Management template is a complete solution for organizing your client-based business. This carefully designed system helps you track all aspects of client relationships, project progress, and daily tasks within a single, intuitive Notion workspace.

• 👥 Client Management:

  Keep track of all client information, contacts, and history in one centralized database.

• 📝 Client Intake System:

  Streamlined process for onboarding new clients with customizable intake requests.

• 📊 Project Tracking:

  Monitor project status, deadlines, and deliverables with visual progress indicators.

• ✅ Task Management:

  Break down projects into actionable tasks with assignees, due dates, and priority levels.

• 🗓️ Meeting Organization:

  Schedule and document client meetings with notes and action items.

• 📊 Dashboard Overview:

  Get a bird's-eye view of upcoming meetings, tasks, and client requests.

• 🧭 Intuitive Navigation:

  User-friendly main menu and quick action buttons for seamless workflow.

This template is perfect for:

• 🚀 Freelancers juggling multiple clients and projects

• 💼 Consultants needing to track client engagements

• 🏢 Small agencies managing team workflows

• 🛠️ Service-based businesses looking to streamline operations

• 🔄 Professionals transitioning from multiple tools to a single workspace

• ⏱️ Save Time:

  Stop switching between different tools and platforms. Manage everything in one place.

• 📈 Increase Productivity:

  Clear organization reduces administrative overhead and lets you focus on client work.

• 🤝 Improve Client Experience:

  Never miss a deadline or forget a client request with integrated tracking.

• 📊 Scale Your Business:

  Easily take on more clients with a system that grows with your needs.

• 😌 Reduce Stress:

  Sleep better knowing all your professional obligations are organized and visible.

A fully-integrated Notion template featuring:

• 👥 Client database with customizable properties

• 📊 Project tracking system with status filters

• ✅ Task management database with multiple views

• 🗓️ Meeting scheduler and notes system

• 📊 Dashboard with quick-access widgets

• 📚 Step-by-step setup guide to customize for your business

Unlike generic project management tools, this template is specifically designed for client-based businesses. It bridges the gap between CRM and project management, creating a seamless workflow from client acquisition to project completion. The intuitive structure means you'll spend less time managing your tools and more time delivering excellent work to your clients.

Investing in this template means investing in your business's organization, efficiency, and growth potential. Start managing your client work with confidence today!

> * *🚀 Ready to transform how you manage clients and projects? Get this template now and experience the difference organized workflows can make for your business.**

I know firsthand how challenging it can be to keep track of everything when managing a design team. But with these templates, it's a total game-changer. They've been tried and tested by my team, and they include easy-to-follow practices such as weekly planning meetings, design critique sessions, and setting weekly goals.

Provides small teams and solopreneurs a proven framework of sprints to execute work faster, more frequently, and make projects manageable. It is accompanied with templates and dashboards that allow you to seamlessly conduct standups, sprint planning, reviews, and retrospective.