Freelancer Dashboard and Client Manager
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.
