Notion Client Dashboard - Freelancer Notion Template & Work Planner, Project Management, Client Tracker, Service Based Business Dashboard
Welcome to Copper & Co., home of creative biz tools that make you go ooh!
Notion Client Management Dashboard for Creative Small Businesses, branding, consulting, project work
Designed specifically for freelancers and small business owners, this template helps you keep track of client projects, deadlines, communications, and deliverables, all in one place. This is the perfect for service-based professionals who want to boost efficiency and provide top-notch client experiences.
What’s Included in the Notion Client Dashboard Template?:
- Client Profiles - Quickly access client contact details, project scope, and tasks statuses
- Project Tracker - Visualise all active and completed projects at a glance
- Task Manager - Break down projects into actionable tasks with due dates and progress tracking.
- Notes Sections - Record client meeting notes, feedback, and important details in one easy, organised place
- Calendar automation - Keep track of upcoming deadlines with built-in reminders
- Invoice tracking - Organize payments, invoices, and the status of payments to stay on top of your finances
This template is ideal for:
Freelancers (designers, writers, marketers, etc.)
Coaches and consultants
Virtual assistants
Creative entrepreneurs
Small business owners managing multiple clients
Once purchased you will be able to download the .pdf document containing the link to this template. Open in Notion (this will work with a free account as well as a paid one), and start using it TODAY!
Use this dashboard, whatever your niche, to manage your small business and give your clients a gold star experience. Gain loyalty and repeat business with efficient processes and an easy to use client portal.
Please note that due to the nature of this digital product, it is non-refundable.
Follow CopperandCoCreative for more tools, tips and guides to supercharge your creative small business. 🦊
Love, Jess - Copper & Co. Founder
Welcome to Copper & Co., home of creative biz tools that make you go ooh!
Notion Client Management Dashboard for Creative Small Businesses, branding, consulting, project work
Designed specifically for freelancers and small business owners, this template helps you keep track of client projects, deadlines, communications, and deliverables, all in one place. This is the perfect for service-based professionals who want to boost efficiency and provide top-notch client experiences.
What’s Included in the Notion Client Dashboard Template?:
- Client Profiles - Quickly access client contact details, project scope, and tasks statuses
- Project Tracker - Visualise all active and completed projects at a glance
- Task Manager - Break down projects into actionable tasks with due dates and progress tracking.
- Notes Sections - Record client meeting notes, feedback, and important details in one easy, organised place
- Calendar automation - Keep track of upcoming deadlines with built-in reminders
- Invoice tracking - Organize payments, invoices, and the status of payments to stay on top of your finances
This template is ideal for:
Freelancers (designers, writers, marketers, etc.)
Coaches and consultants
Virtual assistants
Creative entrepreneurs
Small business owners managing multiple clients
Once purchased you will be able to download the .pdf document containing the link to this template. Open in Notion (this will work with a free account as well as a paid one), and start using it TODAY!
Use this dashboard, whatever your niche, to manage your small business and give your clients a gold star experience. Gain loyalty and repeat business with efficient processes and an easy to use client portal.
Please note that due to the nature of this digital product, it is non-refundable.
Follow CopperandCoCreative for more tools, tips and guides to supercharge your creative small business. 🦊
Love, Jess - Copper & Co. Founder
Welcome to Copper & Co., home of creative biz tools that make you go ooh!
Notion Client Management Dashboard for Creative Small Businesses, branding, consulting, project work
Designed specifically for freelancers and small business owners, this template helps you keep track of client projects, deadlines, communications, and deliverables, all in one place. This is the perfect for service-based professionals who want to boost efficiency and provide top-notch client experiences.
What’s Included in the Notion Client Dashboard Template?:
- Client Profiles - Quickly access client contact details, project scope, and tasks statuses
- Project Tracker - Visualise all active and completed projects at a glance
- Task Manager - Break down projects into actionable tasks with due dates and progress tracking.
- Notes Sections - Record client meeting notes, feedback, and important details in one easy, organised place
- Calendar automation - Keep track of upcoming deadlines with built-in reminders
- Invoice tracking - Organize payments, invoices, and the status of payments to stay on top of your finances
This template is ideal for:
Freelancers (designers, writers, marketers, etc.)
Coaches and consultants
Virtual assistants
Creative entrepreneurs
Small business owners managing multiple clients
Once purchased you will be able to download the .pdf document containing the link to this template. Open in Notion (this will work with a free account as well as a paid one), and start using it TODAY!
Use this dashboard, whatever your niche, to manage your small business and give your clients a gold star experience. Gain loyalty and repeat business with efficient processes and an easy to use client portal.
Please note that due to the nature of this digital product, it is non-refundable.
Follow CopperandCoCreative for more tools, tips and guides to supercharge your creative small business. 🦊
Love, Jess - Copper & Co. Founder