Use the Essential Design Package Notion Template to make your work look more professional, help your process run smoothly, save your time and increase the chance of that easy final approval we all creatives want from our clients!

Why do you need this package?
1. Save your time
2. Boost efficiency
3. Look professional
4. Customisable template to fit your style
5. Stay organised

What is included?
Notion Business Dashboard & Client Portal

NOTION BUSINESS DASHBOARD

Clients: List your clients and leads with all their information, projects related and dates to keep track of your business.

Projects: List your projects having control of their status, due dates, type of project, prices and priority.

Tasks: Organise your tasks by priority, status and date to optimise your time.

Time Tracking: Specific for projects or tasks you charge per hour, so you can have control of the time spent and the total price.

Proposals, Contracts & Invoices: Have all these documents archived in one place, for any time you need to create or consult them.

Finances
Control your business finances, income, expenses and profits. Set goals and review them monthly and annually.

Resources
Keep your notes, important links and documents all in one place.

Templates
It’s a great place where you can have templates for your Proposals, Contracts, Invoices, Email templates and more, helping you to save that time on creating all from zero to send to your clients.

Customisable Dashboard
Make the dashboard your place to work, and change images, colours and fonts.

Bonus
+ How to use instructions on the template.
+ Content included to better understand how to use it in your business.
+ Email templates to use with your clients.

NOTION CLIENT PORTAL

Introduction & FAQ
Describe details about the project and your business and give instructions on how to use the client portal.

Contract & Invoice
Upload contracts & Invoices for your client’s approval.

Questionnaire
Discovery questionnaire for your client to answer and have the information in one place.

Project
Set stages of your projects and upload presentations and designs for your client to view, review and approve.

Deliverables
Upload all the deliverables of the project for your client to download.

Feedback
A space where your client can give you a review of the project.

Meeting
Schedule and include meeting notes.

Bonus
+ Full client discovery questionnaire included
+ File types included
+ Interactive client elements

The Notion Business Dashboard is designed for service-based businesses and creative freelancers. This template is perfect for organising daily tasks, projects, clients, finances and more all in one place.

WHAT IS INCLUDED?

Clients
List your clients and leads with all their information, projects related and dates to keep track of your business.

Projects
List your projects having control of their status, due dates, type of project, prices and priority.

Tasks
Organise your tasks by priority, status and date to optimise your time.

Time Tracking
Specific for projects or tasks you charge per hour, so you can have control of the time spent and the total price.

Proposals, Contracts & Invoices
Have all these documents archived in one place, for any time you need to create or consult them.

Finances
Control your business finances, income, expenses and profits. Set goals and review them monthly and annually.

Resources
Keep your notes, important links and documents all in one place.

Templates
It’s a great place where you can have templates for your Proposals, Contracts, Invoices, Email templates and more, helping you to save that time on creating all from zero to send to your clients.

Customisable Dashboard
Make the dashboard your place to work, change images, colours and fonts.

BONUS
+ How to use instructions on the template.
+ Content included to better understand how to use it in your business.
+ Email templates to use with your clients.

This template you will be able to use this in the free version of Notion, after purchasing the Business Dashboard Template, you will receive a link to duplicate and copy it into your Notion Dashboard.

Take control of your business all in one place now!