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Coaches, agency founders, and growing teams often juggle dozens of tools to run their backend. From onboarding clients to tracking internal requests, a lot falls through the cracks — or just lives in Slack and memory.
These templates bring order to that chaos — giving you a clean, scalable system to manage your SOPs, admin tasks, meetings, team ops, and workflows all in one place.
A system for handling the first 7 days of a client’s life: welcome emails, setup links, kickoff docs, all in one Notion flow.
A clean dashboard to store internal processes, team guidelines, workflows, and decisions. Easily searchable and team-ready.
Central command for your admin and operations — track payments, policies, approvals, and HR notes.
Freelancers, agencies, and product teams constantly juggle deadlines, deliverables, and expectations. These templates bring order to your projects with Kanban boards, sprints, and calendar-based views — all centralized in Notion.
A system for handling the first 7 days of a client’s life: welcome emails, setup links, kickoff docs, all in one Notion flow.
Plan a full product launch, from brainstorming to release, with timelines and task views.
Ideal for social teams: plan, tag, and review content by platform and publish date.
Whether you're tracking leads, managing clients, or hiring talent — these Notion templates help you handle relationships with structure. Easy to use. Built for results.
Track every lead by stage, value, source, and contact details. Fully filterable and sharable.
Dashboard to ensure all staff, new hire, onboarding process is all automated in one place.
A clean dashboard for tracking clients by onboarding stage, project scope, or billing status.
As a builder, freelancer, or creative — your tools should serve your mind, not scatter it. These personal-use templates help you plan, reflect, and grow — all within one calm workspace.
Organize your goals, vision, finances, and habits — all in one linked-up Notion dashboard.
Daily habits with streaks, reflections, and weekly summaries. Fully editable.
Reach your financial goals by tracking income, expenses, investments, savings etc on one platform.