My Client Tracker Notion Template

Organize the chaos of your client management and project tracking.

Better manage your client’s journey from lead to off-boarding.

This is the same system I use to manage my day-to-day operations, and I hope it can be as much a help to you as it is to me.

This template includes everything you need to keep your client details and data in one central place, you can manage projects seamlessly, collaborate with team members effortlessly, and stay on top of upcoming meetings and deadlines.

I built this system in hope that your interactions, relationships, and communications with clients becomes not just easier but more enjoyable and efficient.

What You Get

The Client Tracker was crafted to cater to simplify life for all business models.
If you are a freelancer, small businesses, start-up, or agency.

Here’s what you can expect:

• Dashboard Hub: A simple clean and intuitive hub for all client info and project details.
• Client Pipeline: Track the progress of your clients through every stage of your workflow.
• Project Tracker: Stay organized with all your projects in one place.
• Client View: Get detailed insights into each client.

Why Use this Client Tracker?

This is the same system I use to track and manage my client work—I handle multiple clients across multiple industries so I need a system that is simple and effective.

• Enhanced Visualization: Get a clear picture of your tasks, projects, and client interactions with subtasks that track the progress of your projets.
• Streamlined Planning: Plan your projects and tasks with precision and ease.
• Efficient Organization: Keep everything neatly organized to avoid chaos and confusion.
• Effective Management: Manage your projects and client relationships like a pro.
• Seamless Collaboration: Bring in team members and collaborate effortlessly.

Take the next step towards a more organized and productive work life.

FAQs

What is Notion?

Notion is a free-to-use single digital space where you can think, write, and plan. Capture thoughts, manage projects, or even run an entire company — and do it exactly the way you want. Sobriety Hub is built inside Notion and is easy to use and set up even with no prior knowledge.

What is a Notion Template?

Notion templates are pre-built Notion hubs that can be imported into your Notion workspace, so you avoid spending long hours building systems and workspaces from the ground up.

Do I need to pay to use Notion?

Not at all. You can use this template without a paid Notion plan; however, you can do so much more with my templates if you upgrade to a paid plan.

Can I make changes to this template?

Yep! This template is ready to be customised to best suit your needs.

What happens after I purchase?

After your purchase, you will be redirected to a Notion page containing the template. From here, you can duplicate the template into your own workspace. You will also receive the template link and order confirmation to your email.

What if I have other questions?

You can send me a message anytime at alex@alexnoles.com

© 2024 Alexander Noles. All rights reserved.