I build systems and automations for creative freelancers

Jay Luciano

Notionの営業テンプレートで営業プロセスを強化しましょう。リードや顧客関係を管理し、より効率的に契約を成立させましょう。目標達成と成長促進に全力で取り組む、営業のプロフェッショナルやチーム向けに設計されています。

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営業

エージェンシーテンプレート

Notionのエージェンシーテンプレートを使用して、エージェンシーのワークフローを革新しましょう。顧客プロジェクトやクリエイティブなプロセスを管理し、作業を効率化します。情報の整理を最適化して卓越した結果を出したい、マーケティング、クリエイティブ、コンサルティングのエージェンシー向けのテンプレートです。

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エージェンシー

NotionのCRMテンプレートで、顧客関係を効率化しましょう。リード管理をして成約につなげるために綿密に設計されており、独自のビジネスニーズに合うように営業パイプラインをカスタマイズできます。整理され効率的なCRMシステムで営業戦略を強化し、さらに多くの成約につなげましょう。

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ワークスペースでの最適な効率と共同作業を実現するために厳選

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仕事

夏のスターターパック

学業の成功を後押しするツール

学生のニーズに合わせて作られた、学業の成功のためのテンプレート

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学校

情報が整理された、生産性の高い充実したライフスタイルを構築

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暮らし

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

Lead Tracker

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

Sales Pipeline

Manage client communication and project updates.

Client Portal Directory

Plan, script, and schedule content in one place.

Content Planner

Centralize your Standard Operating Procedures for easy access and consistency.

SOPs Directory

Document and share your client success stories.

Case Study Page

Understand and define your ideal customer.

Ideal Customer Profile

Organize and access important resources and references.

Subscription Tracker

Income Tracker

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.

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