I will set up a custom notion CRM and client tracker for freelancers
SOPs, Notion systems and AI assistants for small teams
Acerca de este Servicio
Your clients live in a spreadsheet, your projects in your inbox, and your invoices in a folder you'd rather not open. Let's fix that.
I build you a custom Notion workspace that keeps clients, projects and money in one place - set up around how you actually work, not a generic template you have to bend yourself to.
WHAT YOU GET
- Client database with your own pipeline stages
- - Project and task tracking linked to each client
- - A dashboard showing what needs attention today
- - Delivered as a one-click duplicate link - yours forever
HOW IT WORKS
- You order and answer 6 short questions (5 minutes)
- 2. I build and test the workspace
- 3. You click one link and it's in your Notion
NO PAID NOTION NEEDED
Works on Notion's free plan. No subscriptions, no add-ons.
WHY IT'S FAST
I work from a workspace architecture I've built and tested, and customise it to you with an AI-assisted process. A system designed for you, at template speed.
PERFECT FOR
Freelance designers, developers and writers, small agencies, consultants juggling retainers, anyone who's outgrown a spreadsheet.
Not sure which package fits? Message me what you track today and I'll tell you.
Dominio:
Negocios
Sector:
Arte y diseño
•
Servicios y consultoría de negocios
Idioma:
Inglés
•
Italiano
FAQ
Do you use AI to build this?
Yes. I design the structure with an AI-assisted process built on a workspace architecture I've developed, then build and test everything manually in Notion before delivery. If you need an AI-free process, message me before ordering.
Do I need a paid Notion account, and how do I receive it?
No paid plan needed - it all works on Notion's free tier. You get a duplicate link: click it once while logged into Notion and the workspace copies into your account. It's yours, and I have no access afterwards.
