I build systems and automations for creative freelancers

Jay Luciano

Impulsa tu proceso de ventas con las plantillas para ventas de Notion. Realiza un seguimiento de clientes potenciales, gestiona las relaciones con los clientes y cierra tratos con mayor eficiencia. Pensada para profesionales y equipos que se esfuerzan por lograr sus objetivos e impulsar el crecimiento.

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Ventas

Plantillas para agencias

Revoluciona el flujo de trabajo de tu agencia con las plantillas para agencias de Notion. Gestiona proyectos de clientes, monitorea los procesos creativos y agiliza el trabajo operativo. Estas plantillas están específicamente pensadas para agencias de marketing, de consultoría y agencias creativas que buscan brindar resultados excepcionales con foco en la organización. 

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Agencia

Agiliza las relaciones con tus clientes con las plantillas para CRM de Notion. La herramienta perfecta para procesos que abarcan desde el seguimiento de clientes potenciales hasta el cierre del trato. Como te permite personalizar la gestión del proceso de ventas, se adapta a las necesidades específicas de tu negocio. Fortalece tu estrategia comercial y cierra más tratos con un sistema de CRM bien organizado y eficiente.

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Con contenidos específicos para un espacio de trabajo más eficiente y colaborativo

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Uso profesional

Tu paquete de verano para principiantes

Creado para ayudar a estudiantes a lograr el éxito académico

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Uso educativo

Adopta un estilo de vida más organizado, productivo y satisfactorio

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Uso personal

A simple, all-in-one content management system to help plan ideas, track progress, schedule posts, and build a content archive on all social media platforms that grows with your brand.

Content Management System

Contacts Directory

Store employee information for easy workforce management.

Team Directory

Track project time and generate accurate service prices for fair compensation.

Hourly-Rate Calculator

Streamline your online research and resource management with our Notion template. Save web content, articles, links, and resources effortlessly in one organized space. Stay focused and productive by easily accessing and categorizing your saved content.

Ultimate Resource Library

Lead Tracker

Sales Pipeline

Manage client communication and project updates.

Client Portal Directory

Plan, script, and schedule content in one place.

Content Planner

Document and share your client success stories.

Case Study Page

Income Tracker

Centralize your Standard Operating Procedures for easy access and consistency.

SOPs Directory

Organize and access important resources and references.

Subscription Tracker

Understand and define your ideal customer.

Ideal Customer Profile

SOPs Page

Track the status and completion percentage of your projects for better resource and deadline management.

Projects Manager

Automatically determine the effectiveness of your marketing efforts.

Ecommerce Product Manager

Monitor objectives, platforms, campaign types, investments, conversions, and ROAS to optimize marketing strategy.

Ad Campaign Tracker

Track task completion time to manage productivity and improve efficiency.

Time Tracker

Monitor and manage your sales activities and pipelines.

Outbound Sales Pipeline

Track team performance, task completion averages, and project durations.

Ultimate Teams Dashboard

Expense Tracker

Helps individuals make the most out of their hard-earned money while treating themselves but without overspending their money.

Ultimate Finance Dashboard

The Offboarding Playbook is a comprehensive database that enables clients to easily access and implement SOPs for project changes. It provides a structured, easy-to-follow system to ensure smooth transitions when a project concludes or needs adjustments.

Offboarding Playbook

Avatar is a customer research tool that helps businesses identify and understand their ideal customers by analyzing pain points, market characteristics, and customer demographics to create targeted products and marketing strategies.

Avatar - Find your Ideal Customer Profile (ICP)

Protocol is a task and project management system built for creative freelancers. Track time, manage projects, organize SOPs, and stay focused on what matters—so you can work smarter, not harder. No more scattered files or missed steps—just real progress.

Protocol

Index is a customer success system built in Notion. Capture product ideas, track development, manage support tickets, collect feedback, and monitor customer satisfaction — all in one organized workspace. Perfect for builders who want to grow smarter.

Index

Stop wasting time chasing clients and finally gain the freedom to reject cheap clients without fear. The Pipeline Dashboard is the perfect CRM for creative entrepreneurs looking to provide a premium service to high-paying clients.

Pipeline

A comprehensive client management system designed to streamline your processes entirely and close your dream clients with ease, taking your agency to unprecedented heights.

Categorías principales

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