What’s Inside

• Client CRM — Track every client with status, tier, retainer amount, industry, and referral source
• Project Tracker — Manage active engagements with budget, billing, and milestones
• Invoice Log — Log invoices, track payment status, and monitor revenue
• Task Board — Assign and track tasks with priority and due dates
• SOP & Playbooks — Client onboarding, proposal delivery, and monthly reporting built in
• Service Tier Framework — Starter, Growth, and Elite retainer structures pre-configured
• Agency Dashboard — Snapshot of active clients, open projects, and pending invoices

Who It’s For

How It Works

After purchase you receive a Notion template link. Click Duplicate to add the full workspace to your account. Works with a free Notion account.