You will get a premade CRM Tracker Notion Template

You will get a premade CRM Tracker Notion Template

Project details
This CRM Tracker Notion template and client tracker makes it so easy and effortless for you to connect with, reach out to, nurture and book clients. The Notion dashboard includes everything you need to sort, organize and track your contacts, outreach and client relationships. Template is for internal use only, not to be used with clients.
Preview video: youtu.be/dW-xqTOkXEg
What this Notion template can be used for:
---> Managers and Directors with their team
---> Small business owners to track business relationships
---> Solopreneurs managing their clients and contacts
Included within the CRM Tracker Notion Template:
---> Contact Rolodex to store all contact and client details
---> Client Outreach step-by-step plan so you can track each touchpoint
---> Client Session scheduling and planning
---> Pre- and post-session checklists
---> Invoice and payment tracking
---> Resources area to store offers, packages, swipe copy and files
---> 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
---> In-depth tutorial video
Preview video: youtu.be/dW-xqTOkXEg
What this Notion template can be used for:
---> Managers and Directors with their team
---> Small business owners to track business relationships
---> Solopreneurs managing their clients and contacts
Included within the CRM Tracker Notion Template:
---> Contact Rolodex to store all contact and client details
---> Client Outreach step-by-step plan so you can track each touchpoint
---> Client Session scheduling and planning
---> Pre- and post-session checklists
---> Invoice and payment tracking
---> Resources area to store offers, packages, swipe copy and files
---> 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
---> In-depth tutorial video
Project Type
Digital DesignWhat's included
Service Tiers |
Starter
$30
|
Standard
$40
|
Advanced
$100
|
---|---|---|---|
Delivery Time | 2 days | 2 days | 2 days |
Number of Revisions | 0 | 0 | 0 |
Source Files | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$100Frequently asked questions
About Jodi
Notion Template Creator | Notion Consultant
Toronto, Canada - 7:14 am local time
I support and work with solopreneurs and small business owners to set up and optimize their Notion workspaces and databases so that they can spend their time focusing on their own area of expertise.
Steps for completing your project
After purchasing the project, send requirements so Jodi can start the project.
Delivery time starts when Jodi receives requirements from you.
Jodi works on your project following the steps below.
Revisions may occur after the delivery date.
Template is sent as shown in this listing.
No revisions are to be made unless the "Additional Revision" add-on is purchased.