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Stop juggling. Start running a business that actually runs itself.
If you're managing clients across sticky notes, email threads, and half-finished spreadsheets - this is the system you've been building in your head but never had time to create.
The Client Manager is a complete Notion operating system for service providers, studios and agencies who are ready to work with more professionalism, more clarity, and less chaos. Everything you need to manage clients, projects and operations lives in one connected workspace - for less than the cost of a coffee.
What’s inside:
Pipeline Database — see every project at a glance, from first enquiry to final delivery
Client Accounts Database — all your client details, history and context in one place
Contacts Database — every stakeholder, collaborator and connection, organised
Service Suite Database — catalogue your offers so your business is always ready to sell
Invoices Database — track payments, outstanding amounts and financial history with ease
Task Database — manage project deliverables and deadlines without dropping the ball
Meeting Notes Database — capture decisions and next steps the moment they happen
Docs Database — store contracts, briefs and files where they actually belong
SOP Manual + Template — document your processes so your business works without you in every meeting
Knowledgebase Database — centralise resources, assets and key information your team actually uses
Archive Database — keep a clean, professional record of every past project and client
Built for: Freelancers, studios and small service businesses ready to scale with systems.
Works with: Notion (free plan and above)
One template. Zero excuses for disorganisation.
Stop juggling. Start running a business that actually runs itself.
If you're managing clients across sticky notes, email threads, and half-finished spreadsheets - this is the system you've been building in your head but never had time to create.
The Client Manager is a complete Notion operating system for service providers, studios and agencies who are ready to work with more professionalism, more clarity, and less chaos. Everything you need to manage clients, projects and operations lives in one connected workspace - for less than the cost of a coffee.
What’s inside:
Pipeline Database — see every project at a glance, from first enquiry to final delivery
Client Accounts Database — all your client details, history and context in one place
Contacts Database — every stakeholder, collaborator and connection, organised
Service Suite Database — catalogue your offers so your business is always ready to sell
Invoices Database — track payments, outstanding amounts and financial history with ease
Task Database — manage project deliverables and deadlines without dropping the ball
Meeting Notes Database — capture decisions and next steps the moment they happen
Docs Database — store contracts, briefs and files where they actually belong
SOP Manual + Template — document your processes so your business works without you in every meeting
Knowledgebase Database — centralise resources, assets and key information your team actually uses
Archive Database — keep a clean, professional record of every past project and client
Built for: Freelancers, studios and small service businesses ready to scale with systems.
Works with: Notion (free plan and above)
One template. Zero excuses for disorganisation.
