You will get a premade CRM Tracker Notion Template

Jodi G.
Jodi G.

Let a pro handle the details

Buy Other Design services from Jodi, priced and ready to go.

You will get a premade CRM Tracker Notion Template

Jodi G.
Jodi G.

Let a pro handle the details

Buy Other Design services from Jodi, priced and ready to go.

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
Project Type
Digital Design
What's included
Service Tiers Starter
$30
Standard
$40
Advanced
$100
Delivery Time 2 days 2 days 2 days
Number of Revisions
000
Source Files
-
-
-
Optional add-ons You can add these on the next page.
Additional Revision
+$100

Frequently asked questions

Jodi G.

About Jodi

Jodi G.
Notion Template Creator | Notion Consultant
Toronto, Canada - 7:14 am local time
Hey 👋 I'm Jodi (she/her) a Notion Template Creator & Consultant. 🤓

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.

Review the work, release payment, and leave feedback to Jodi.