Hey there! Thank you so much for purchasing this template!
Here’s how to start:
- Duplicate the template to your own Notion workspace by clicking “Duplicate” at the top right corner of this window. Be patient, it might take a few minutes (this template is packed with lots of good stuff). ;)
- Next, open the instruction PDF that you have received with your purchase. Please read through it carefully and click on the video link to watch the tutorial. I will show you step by step how to use the template and to customize it for your own needs – def check it out! If you do not watch the tutorial, you risk not using the template properly.
- In the tables below I have added some sample projects and sample clients to demonstrate the usage of the template. Once you’ve finished the walk through, simply delete the information in the tables and add your own clients and projects.
- That’s it! If you like this template I would appreciate a positive feedback! Thank you for supporting a small business! ♡
Client Projects
Business Name
Project Name
Package
Status
Progress
Complete
Timeframe
Deadline
Days to Deadline
Total $
Branding
Brand Collaterals
In Progress
Complete
Jun 1, 2023 → Aug 1, 2023
Jul 31, 2023
NaN
$4,700.00
Social Media
In Progress
Complete
Jul 10, 2023 → Aug 4, 2023
Aug 3, 2023
NaN
$590.00
Internal Projects
Priority
Project Name
Project Type
Status
Progress
Complete
Timeframe
Deadline
Days to Deadline
Client Database
Client Company
Client Name
Client Status
Referrer
Website
Email
Phone
Invoice Details
Last Contact
Next Contact
Bonnie Smith
Active
Social Media
924 Pershing St LOT 7, Rawlins, WY 82301
Mar 15, 2023
Jul 20, 2023
Active
1Potential
1Archived
0Lost
0