Manage your freelancing with this Notion build packed with 10+ templates. Setup client dashboards, track leads, spin up new projects, and more. Updated with Notion forms and the ability to set up in 5 minutes.
⭐️ Home Dashboard: Central hub with quick actions, project tracking, and business details.
⭐️ Projects: Tools for tracking and organizing project progress with forms and dashboards for client interactions.
⭐️ Contacts: Track leads and manage contact info with templates.
⭐️Clients: Overview of client projects, including intro call scripts, contracts, and invoices for easy management.
⭐️Income & Expenses: Manage finances in one simple system.
⭐️Emails: Templates for different project phases to streamline communication.
⭐️Processes: Templates for each project stage to ensure consistency.
⭐️Services: Track service types, both recurring and one-time.
⭐️Success & Loss: Document insights and reflections for business growth.
⭐️Tutorials: Learn how to use the template with step-by-step guides.
🎁 BONUS Lead Call Template: Conduct productive calls with a question script, checklist, and action steps.
🎁 BONUSTimesheet: Time tracking by project and employee for accurate billing.
🎁 BONUSMarketing: Manage social media goals, content, and video ideas with templates.
🎁 BONUSProducts: Track and analyze product ideas, including competitor and demographic research.
Blaze Smith | Founder @ Shovel Studio
Hey all! I'm really excited to release a product like this into the wild. I've personally invested hundreds of dollars and spent many long nights creating this template. I also took the time to test it with freelancers just starting out to agencies making 5-figures per month. Add that effort on top of mine, and you get the perfect tool.
Yes! This template is designed to be intuitive, with guided prompts and templates for each section, making it suitable for users of all experience levels.
Can I customize the template?
Absolutely! Every part of this template is fully customizable. You can adjust the layouts, colors, and text to match your personal branding or workflow preferences.
Do I need a paid Notion plan to use this template?
No, this works with the free Notion account! You might want the Plus plan ($8/month) if you share with more than 10 clients.
Will this template work for freelancers, agencies, and consultants?
Yes! The template is versatile and adaptable for various industries. It’s especially valuable for client-focused businesses like freelancers, agencies, and consultants, but can be tailored to fit other use cases as well.
How do I access and duplicate the template once I purchase it?
After purchase, you’ll get a link in your email to duplicate the Freelance Dashboard template into your Notion app. New to Notion? A setup video is included.
Does the template include guidance on how to use each section?
Yes! There's a tutorial page included for the entire template. Along with that, each section includes notes and examples to guide you, so you can get up and running with minimal setup.
Why Notion?
Notion works on every platform and is fully flexible, letting you use strong database tools or keep your workflow simple to fit your needs. It’s also easy to use and maintain, making it ideal for running your business.
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