Freelancer Dashboard and Client Manager

Simplify client relationships, boost your productivity, manage your offers, and generate new leads. Perfect for coaches and freelancers alike! Manage your clients and projects, boost your productivity, generate leads and so much more - all-in-one place.
À propos de ce modèle

📒 Comprehensive Notion Template with 20+ pages and 3 main sections:

1. CLIENT MANAGEMENT

→ Client Hub: Maintain a comprehensive client database
→ Project Overview: Organize client projects with task lists, timelines, and progress tracking
→ Documents: For all client-related documents. Includes templates for contracts, proposals, and invoices.
→ Meetings: Track client meetings, record notes, follow-up tasks & action items
→ Testimonial Hub: Collect and organize client testimonials.

2. PRODUCTIVITY

→ Productivity Hub: Access task lists, planners, and goals
→ Task Manager: Keep track of daily, weekly, and monthly tasks.
→ Planner: Schedule your tasks and events. Plan your days, weeks, and months
→ Goals: Break down larger goals into manageable tasks and track your progress.
→ Time Tracker: Track the time spent on client projects.

3. LEAD GENERATION

→ Lead Hub: Manage all your leads ensuring no opportunity is missed
→ Lead Tracker: Track the status of each lead. Monitor the progress from initial contact to conversion.
→ Offers: Plan and manage your offers and packages. Customize your pitches and offer details.
→ Systems & Processes: Document your processes and streamline your operations.
→ Referrals: Manage and track referrals and referral sources.

Catégories
À propos de ce créateur

Autres modèles de Julia On Purpose

Parcourir les 21 modèles

Modèles connexes