Streamline your client communication and project management with Notion's customizable templates. Keep everyone aligned on tasks, timelines, and deliverables in one organized, transparent workspace.
1. Sprint Client Portal
Sprints, Projects, & Tasks: Enable seamless organization, goal-oriented progress, and better team synchronization.
Time Tracking: Increase transparency and ensure accurate billing.
Updates: Easily give updates and keep clients informed and engaged in project progress.
All Client in One Dashboard: View all of your client-related activities in one place.
2. Ultimate Client Portal for Marketing Agencies
Streamline your marketing agency's client communication and data management with our Ultimate Client Portal. This all-in-one solution consolidates tasks, projects, resources, and client interactions into a single, user-friendly platform. Designed for seamless collaboration, it enhances transparency and efficiency, allowing you to share real-time updates and essential documents effortlessly with each client. Elevate your client relationships with this innovative portal that simplifies and optimizes every interaction.
3. Youtube video production workflow
Perfect to start the ideation process of making youtube videos. It helps you kickstart the pre-production process and gives you a steady guide throughout filming and editing your video. From concept to hitting publish!
4. Affiliate Links Tracker
Tired of losing track of your affiliate links? With this simple and effective Affiliate Links Notion organizer, seamlessly integrated into your Dashboard, you can keep all your affiliate links in perfect order for yourself and your team.
5. Social Media Dashboard
Organize Your Schedules and Track your progress in One Place.
Enhance your productivity, streamline social media management, track analytics, and stay organized with our user-friendly Notion template. Boost your online presence today!
What's Included:
- Posting Schedule
- Growth Tracker
- Goal Planner
- Sponsor Tracker
- Published Posts Tracker
- Note Taking Block
- Ideas Planner
6. Notion Project Proposal
The Notion Project Proposal template is perfect for any agency or freelancer that wants to acquire more clients and build their business.
7. Contacts Database
This free Notion template features user-friendly tabs for All Contacts, Clients, Leads, Freelancers, and Misc, ensuring all your valuable connections are easily accessible in one place. Simplify your freelance journey and nurture meaningful connections.
8. Agency Outreach Tracker
This Notion template is an Outreach tracker designed for Agency owners. This will help you track how much outreach you're doing and will help you analyze what type of outreach works best for you. You can also see how you are making progress with the amounts of outreach you're doing everyday in real time with the built-in Outreach goal tracker. Plus the template is fully customizable if you want to tweak something.
Ready to bring order to your life? Try our Free Notion template and track your outreach and level-up your agency today!
9. Meetings and Notes + AI Summaries
With this simple and effective Notion Meetings and Notes organizer, seamlessly integrated into your Dashboard, you can keep all your meetings and notes in perfect order. Categories for Client Meeting Notes, Team Meeting Notes, and General Notes for easy access and retrieval. But that's not all, we've also added an AI summary property, ensuring you never miss any vital details.
Embrace simplicity, enhance efficiency, and elevate your systems.
10. OptiOpp CRM
The OptiOpp CRM system implemented within Notion takes inspiration from the data model of Salesforce, a widely-used CRM platform. By leveraging the flexibility and customizability of Notion, this CRM aims to provide a comprehensive solution for managing customer interactions and improving sales processes.
