CRM
템플릿 설명
The Notion dashboard includes everything you need to sort, organize and track your contacts, outreach and client relationships.
(template is for personal use only, not to be used with clients).
What's included within this template:
→ Contact Rolodex to store all of your contact and client details
→ Client Outreach step-by-step plan so you can track each touchpoint with each contact
→ Client Session scheduling and planning (see all of your sessions in one place so you can keep your workload manageable)
→ Pre- and post-session checklists so you're always prepared and don't miss a thing
→ Invoice and payment tracking (views included: overall, by client, by month)
→ Resources area to store all of your offers, packages, swipe copy and files so you can quickly share with your contacts, colleagues, clients & audience
→ Notion templates for intake & feedback forms (and some ideas for 3rd party integrations you can set up at your own discretion)
→ Daily, weekly & monthly business goal and progress tracking for yourself
→ Detailed and in-depth tutorial video walking you through the CRM Tracker template (along with plenty of tips and tricks for how to make the most of Notion in general)
